Consumer Client Service Manager

Minority Professional Network, Inc.

Fort Wayne (IN)

On-site

USD 45,000 - 65,000

Full time

8 days ago

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Benefits offered by this job

Medical, Dental and Vision Insurance
401k
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits

Job summary

First Merchants is seeking a Banking Center Sales Leader in Fort Wayne, IN to drive deposits and loans through effective sales strategies and coaching.

You will lead a sales-focused team, provide monthly coaching per the Sales Management Process, and ensure operational excellence while upholding compliance on deposits and loans. Notary, NMLS/S.A.F.E. registration required within 3 months; Bachelor's degree is a plus.

Qualifications

  • High school diploma or equivalent (GED/HSE).
  • Over one year of sales, management, banking, or related experience.
  • This position requires S.A.F.E Act registration at employment through NMLS; qualification within 3 months.
  • Notary Public designation within six months of employment.
  • Bachelor’s degree would be a plus.

Responsibilities

  • Lead sales tactics with the Banking Center Manager to drive deposits and loan growth.
  • Provide monthly coaching sessions aligned with the Sales Management Process.
  • Educate customers using the kiosk and enroll them in electronic banking products.
  • Mentor guided conversations to deepen relationships and cross-sell with partner referrals.
  • Assist at the teller line during peak times to reduce wait times.
  • Manage all operations and meet the center's operational scorecard targets.
  • Monitor and resolve deposit/loan exceptions to ensure compliance and service quality.

Skills

Sell & cross-sell
Consumer lending
Supervisory experience
Team leadership

Education

High school diploma or equivalent
Bachelor’s degree

Job description

As part of this role you will:
  • Work with the Banking Center Manager to implement and lead sales tactics and strategies for the banking center to drive sales productivity while growing market share for deposits and loans.
  • Provide balanced feedback through ongoing informal and formal documented coaching sessions monthly as a part of the Sales Management Process.
  • Utilize the kiosk to provide education and help new and existing customers enroll in electronic banking products and services as needed.
  • Effectively utilize and mentor to the guided conversation to deepen client relationships and deliver the whole bank through cross selling and partner referrals to increase share of wallet.
  • Be the first person to provide assistance on the teller line during peak times or when needed to help reduce wait times and fill service gaps.
  • Manage all operational aspects of the banking center. Ensure successful results on the operational scorecard for the banking center.
  • Monitor and assist with the resolution of deposit and loan exceptions in a timely fashion to ensure compliance and improve the customer experience.
To be successful in this position, we require the following:
  • High school diploma or equivalent (GED/HSE).
  • Experience - Over one (1) year of sales, management, banking, or related experience.
  • License - This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
  • Other - Obtain Notary Public designation within six (6) months of employment.
The following would be a plus:
  • Demonstrated ability to sell and cross-sell bank products and services.
  • Consumer lending experience.
  • Supervisory or lead experience in the banking industry.
  • Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals.
  • Bachelor’s degree.
First Merchants offers the following:
  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits
A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

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