Manager, Sales Growth & Development - Licensed Banker/FA

FIRST MERCHANTS BANK NA • Columbus, OH • 3d ago

Description
First Merchants Bank is seeking a Manager, Sales Growth & Development - Licensed Banker/FA to join our team! This leadership role will be responsible for driving consistent execution of the delivery of securities and insurance products and services. Will collaborate with both the Consumer Bank and Investment Services leadership to lead sales performance and education for the Licensed Consumer Banker (LCB) Program. Responsible for providing strategic and tactical leadership for the Investment Services division while adhering to regulatory policies, procedures and compliance. Drive financial advisor growth and productivity while leading the integration of brokerage solutions with the private wealth and consumer bank lines of business. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all @types.
Essential Duties & Responsibilities:
Consistently coach Associate Financial Advisors' (AFA) and Financial Advisors' (FA) consultative sales skills and appropriate tools to encourage teams to proactively identify the financial needs of clients or prospects and recommend the appropriate solutions to meet those needs.
Provide sales management direction, i.e., review strategy, best practices, training/coaching and production expectations to Licensed Consumer Bankers within First Merchants Bank to ensure performance levels are met.
Leading and managing a team: Supervising, training, and developing branch staff, including tellers, customer service representatives, and licensed bankers.
Driving sales and achieving financial targets: Developing and implementing strategies to increase branch profitability and revenue, meeting sales goals for financial products like loans and investment services and engaging in proactive customer outreach.
Developing and implementing strategies: Identifying new business opportunities, developing marketing campaigns, and strategically improving branch performance.
Inspect pertinent documentation and reporting necessary to effectively manage the team including but not limited to Broker/ Dealer reports and Consumer Bank scorecard reports.
Develop and maintain collaborative relationships with Consumer Bank leadership teams and supporting business partners in order to achieve a holistic approach to assessing the financial needs of customers.
Responsible for reporting, State/ FINRA licensing, BC huddles, COMPS, employee development.
Concentration on growing relationships with FMIS and Consumer Bank, PWA and other FMB LOBs.
Facilitate educational updates and requirements for Licensed Consumer Bankers (LCB) utilizing a variety of channels including seminars, conference calls, team meetings and classroom or virtual offerings to ensure LCBs are well positioned to offer a variety of solutions to clients along with meeting performance objectives and requirements.
Ensuring customer service excellence: Maintaining high standards of customer service, addressing customer inquiries and complaints, and building strong relationships with clients.
Manage the licensing process for the LCB candidates in conjunction with the First Merchants Investment Services (FMIS) management team and the Broker/ Dealer's Registration & Licensing Department.
Maintaining compliance with regulations and policies: Ensuring adherence to banking regulations, policies, and procedures, including those related to licensing and risk management.
Participate in new Licensed Consumer Banking onboarding to include licensed banker orientation and required coursework completion.
Maintains knowledge regarding Investment products distributed throughout the Consumer Bank channel.
Sales Management: Establish meaningful goals for the

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