Lindsay Miller
@lindsaymiller
Customer-focused financial services leader driving growth and operational excellence.
United StatesWhat I'm looking for
I am a customer-focused leader with 20+ years in financial services, specializing in relationship management, operational excellence, and team development. I have driven client satisfaction, retention, and growth through strategic problem-solving, data-driven insights, and strong partnerships while managing complex accounts and branch P&L.
I lead cross-functional initiatives to deliver exceptional customer experiences and have a track record of onboarding, hiring, and training high-performing teams. I leverage CRM tools such as Salesforce, HubSpot, and Zendesk, apply performance metrics to business planning, and hold NMLS lender qualification (NMLS ID 750486).
Experience
Work history, roles, and key accomplishments
FBBranch Manager / AVP
First Merchants Bank
Jan 2020 - Present (5 years 10 months)
Manage branch operations and P&L, driving revenue growth, customer satisfaction, and compliance; lead hiring, onboarding, and team development to improve performance and retention.
HBDirected branch sales and operations, exceeded monthly sales goals, built high-net-worth relationships, and implemented data-driven business plans to boost engagement and advocacy.
CBManaged financial center operations and P&L for a decade, serving high-net-worth clients, ensuring compliance, and leading staff training and performance optimization.
Education
Degrees, certifications, and relevant coursework
ECEastern Maine Community College
Associate Degree, Business Management
Completed an associate degree in Business Management, focusing on foundational business and management principles.
Hancock County Technical Center
Certificate of Completion, Office Administration
Completed an Office Administration certificate program covering administrative and office support skills.
Ellsworth High School
Diploma, General Education
Graduated with a high school diploma from Ellsworth High School.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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