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SalaryWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
Attract, retain and grow Mass Affluent client relationships while driving client engagement and loyalty. Act as the primary relationship lead for a group of Mass Affluent clients. Manages the client’s complete banking relationship across the company. Functions as the client’s personal advocate to internal parts and adds value through the ability to identify client needs, analyze customer information, define goals and build plans in order to make client recommendations. Build trust through timely and relevant multi-channel communication strategy. Effectively collaborate with LOB partners in an effort to help clients meet their unique financial goals.If you are interested and qualified for this role, we invite you to apply.
Essential Functions/Responsibilities
- First point of contact for assigned Affluent Client Segment Book of Business
- Create/Expand Affluent Book of Business
- Primary focus on retaining and expanding consumer relationships – current affluent book and drive new affluent households
- Drive and build trust in affluent segment for greater client retention and loyalty
- Drive collaboration with Wealth, Business Banking and Mortgage line of business partners
- Driving a high level of client experience
- Proactive, consultation approach – Client Contact Strategy
- Measured by NPS/Gallup
- Utilize Technology/Digital to increase client contact points
- Engaging in the Community
- Drive Net New Affluent Households from the community
- Creating and obtaining Center of Influences (ex: CPA, Estate/Trust Attorneys)
- Premier Business Bank Strategy – Bank the Owner
- Ability and understanding to engage in business needs
- Primary serve Bank the Owner Strategy
- Referrals directly to Business Development Specialist for business needs
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
- 5 years demonstrated experience in exceeding sales goals in financial services role
- Demonstrated success with consultative, needs-based selling
- Strong product knowledge related to consumer deposits, business deposits, investments, consumer loans, business loans and treasury management.
- Demonstrated ability to work both independently and as part of a team
- Bachelor’s Degree or equivalent experience
- Desire to pursue professional financial designation (CFP®, CWS, ChFC, etc.) preferred
- Strong oral and written communication skills
Preferred Knowledge and Skills
Level of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
Physical Requirements
- Occasionally lifts and carries up to 20 lbs.
- Frequently lifts and carries up to 10 lbs.
- Occasionally walks.
- Frequently sits, stand and drives.
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
