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First Manager Jobs in Pendleton, IN (NOW HIRING)

FIRST MERCHANTS

Commercial Loan Closer

Daleville, IN

First Merchants Bank is seeking a Commercial Loan Closer to join our team! This position will manage the closing process for complex loans by partnering with Relationship Managers (RMs) and outside ...

Indygo

Facilities Supervisor - 1st Shift

Indianapolis, IN · On-site

$28.37 - $30.77/hr

Management This is an onsite position. This role will not be remote. This is a 1st shift position with the anticipated hours of 6:00 AM - 2:30 PM. ABOUT US We are IndyGo, a Municipal Corporation of ...

FIRST MERCHANTS

Wealth Advisor III

Indianapolis, IN

First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management ...

FIRST MERCHANTS

Cybersecurity Engineer

Daleville, IN · Hybrid

First Merchants Bank is seeking a Cybersecurity Engineer to join our team! This position will be ... Manage projects through planning an execution. * Perform internal infrastructure and business ...

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First Manager information

What is the 30-60-90 rule for a new manager?

The 30-60-90 rule for a new manager outlines a plan to achieve specific goals in the first 30, 60, and 90 days, focusing on understanding team dynamics, setting priorities, and establishing performance expectations. It helps new managers build relationships, learn organizational processes, and demonstrate early results. This structured approach supports effective leadership development and team integration.

What is the difference between First Manager vs Team Lead?

AspectFirst ManagerTeam Lead
ResponsibilitiesOversees multiple teams, manages department goals, strategic planningGuides a specific team, focuses on task execution, mentoring team members
Required CredentialsOften requires management experience, sometimes a degree in business or related fieldUsually requires experience in the specific team area, sometimes certifications in project management
Work EnvironmentOffice setting, cross-department collaboration, higher-level decision makingTeam-based environment, direct supervision, project-focused

The main difference between a First Manager and a Team Lead lies in scope and responsibilities. A First Manager typically oversees multiple teams and handles strategic planning, while a Team Lead focuses on guiding a specific team and executing tasks. Both roles require leadership skills, but the First Manager's role is broader and more strategic.

What is a first manager?

A first manager is an entry-level managerial position responsible for overseeing a team or department, implementing company policies, and ensuring team productivity. This role typically requires leadership skills, communication abilities, and sometimes relevant certifications or training. First managers often report to higher-level managers and play a key role in team development and operational success.

What are the key skills and qualifications needed to thrive as a First Manager, and why are they important?

To thrive as a First Manager, you need strong leadership, problem-solving abilities, and a foundational understanding of business operations, typically supported by relevant managerial experience or a degree in management. Familiarity with project management software, HR systems, and performance evaluation tools is often required. Excellent communication, emotional intelligence, and team-building skills distinguish top performers in this role. These competencies are crucial for effectively guiding teams, achieving organizational goals, and fostering a positive workplace culture.

What are First Managers?

First Managers, often referred to as first-line or frontline managers, are individuals who directly supervise non-managerial employees and are responsible for overseeing the day-to-day operations of a team or department. They act as a link between upper management and the workforce, implementing organizational policies and ensuring tasks are completed efficiently. First Managers are typically responsible for training staff, monitoring performance, resolving conflicts, and providing feedback. Their role is crucial in translating company goals into actionable tasks and maintaining employee motivation and productivity.

What are the 7 levels of the job title hierarchy?

In a typical organizational hierarchy, the first manager level is often followed by senior manager, director, senior director, vice president, senior vice president, and executive vice president. These levels reflect increasing responsibility, scope, and leadership within a company. The specific titles and number of levels can vary depending on the organization and industry.

What are some common challenges a First Manager might face when transitioning from an individual contributor to a leadership role?

First Managers often find the shift from executing tasks individually to leading a team to be both rewarding and challenging. One of the most common hurdles is learning to delegate effectively while trusting team members to deliver quality work. Additionally, First Managers must develop strong communication skills to provide feedback, resolve conflicts, and motivate their teams. Balancing their own workload with new responsibilities like performance reviews and team development can also present a learning curve. Support from senior leaders and ongoing management training can help smooth this transition.

What is the 3 month rule for jobs?

The 3 month rule for jobs typically refers to the expectation that new employees, including first managers, demonstrate their skills and adapt to the role within the first three months of employment. During this period, employers often evaluate performance, provide training, and determine if the employee is a good fit for the position and company culture.
First Manager jobs near you
Client Relationship Representative (Universal Banker)

Client Relationship Representative (Universal Banker)

FIRST MERCHANTS

Westfield, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

First Merchants Bank rating

8.0

Company rating: 8.0 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

57th of 149 rated banks

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding personal production goals.

As part of this role you will:

  • Customer Experience and Relationship Management
    • Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
    • Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
    • Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
    • Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.
    • Maintain accurate client records and account information to support ongoing relationship management.
  • Operational Excellence
    • Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
    • Perform operational responsibilities as needed, including balancing cash, teller cash recyclers (TCR), vault, ATM, and branch transactions.
    • Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.
    • Support banking center operations by adhering to internal controls, completing daily security procedures, and ensuring compliance with policies and procedures.
    • Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.
  • Sales and Business Development
    • Actively lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.
    • Effectively use guided conversations and relationship management tools to identify opportunities to deepen client relationships.
    • Open new consumer and business accounts and process loan applications for new and existing clients.
    • Utilize digital tools to educate clients and enroll them in electronic banking products and services during account opening and onboarding.
    • Engage in teleconsulting activities, including call blocks and call nights, to support achievement of sales goals.
    • Utilize CRM and sales tools to document, track, and manage client interactions and incentive plan activity.
    • Recognize and pursue new business opportunities, including making partner referrals for merchant services, treasury management, mortgages, and investments.
  • Team Collaboration and Leadership
    • Actively participate in the sales management process, including daily huddles, weekly meetings, coaching sessions, and touch bases.
    • Provide guidance and support to associates related to operational procedures, service standards, and sales practices.
    • Assist the Banking Center Manager with administrative and operational activities, including audits, branch balancing, and efficiency initiatives.
    • Serve as a resource for associates regarding problem resolution and procedural questions.
    • High-performing Client Relationship Representatives may serve as a Banking Center Mentor.
    • Risk Management and Compliance
    • Ensure compliance with all applicable regulations, policies, and reporting requirements, including but not limited to BSA, OFAC, CIP, EDD, and information security standards.
    • Complete required training and stay current on regulatory, operational, and product knowledge expectations.

To be successful in this position, we require the following:

  • High school diploma or equivalent (GED).
  • A minimum of one (1) year of banking, sales, or related experience. At least six months of experience selling products or services.
  • 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.
  • Ability to obtain Notary Public designation.
  • Ability to multi-task in a fast-paced environment.
  • In-depth knowledge of products/services offered by the bank (all lines of business).

The following would be a plus:

  • Prior banking experience.
  • Ability to sell and cross-sell bank products and services.

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."

Apply today to begin your career with us!

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