Consumer Client Service Manager

First Merchants Brand; Harlan (IA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants is seeking a Banking Center Manager in Iowa to lead sales and coaching for deposits and loans, while guiding staff to deliver full banking services. You will use educational tools to enroll customers in electronic banking and mentor staff to deepen client relationships.

The role emphasizes cross-selling, exception handling and operational excellence to enhance customer experience and market share in a fast-paced environment.

Qualifications

• Demonstrated ability to sell and cross-sell bank products and services.
• Supervisory or lead experience in the banking industry.
• Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals.
• Notary Public designation within six months of employment.
• S.A.F.E Act registration required at employment through NMLS.

Responsibilities

• Lead sales tactics and strategies for the banking center to drive sales productivity and grow deposits and loans.
• Provide coaching monthly as part of the Sales Management Process.
• Educate customers on electronic banking products and services via the kiosk.
• Deliver cross-sale opportunities and referrals to increase share of wallet.
• Assist teller line during peak times to reduce wait times and fill service gaps.
• Manage all operational aspects of the banking center and monitor the operational scorecard.
• Resolve deposit and loan exceptions promptly to maintain compliance and customer experience.

Skills

Sales leadership

Cross-selling

Customer relationship management

Education

High school diploma or equivalent

Job description

• 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.
• Supervisory or lead experience in the banking industry.
• Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals.

First Merchants offers the following:

• Medical, Dental and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• 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.\"

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.