If you are interested and qualified for this role, we invite you to apply.
- Partner with Retail Banking leadership and WORKlife Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core business/commercial relationships in our communities.
- Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the WORKlife Program. Achieving established individual production and growth goals, district and region goals and objectives.
- Manage WORKlife efforts within district and/or region to ensure all WORKlife accounts are onboarded effectively by champion.
- Initiate and maintain client and prospect contact through timely and relevant contact strategy.
- Establishes personal sales plans/strategies for assigned districts and region to achieve success with companies and organizations in the region, leveraging and following up on leads and campaigns to deepen and win new opportunities.
- Proactively calls on existing and new business owners and key decision-makers to establish opportunities that drive new membership to the WORKlife Banking Program, anchored with a core checking account.
- Proactively calls on and partners with commercial, business banking, treasury, retail, other partners to offer the WORKlife Banking Program.
- Takes on a holistic approach when presenting and discussing the WORKlife Banking Program to companies and organizations, leveraging financial wellness and other partners.
- Be a knowledge leader in the WORKlife Banking Program, capable of presenting and organizing all efforts to deliver the program to business owners, in group settings with employees, coworkers, COIs, etc; educational offerings, bankstore materials, marketing collateral, presentation decks, products, services, relationship benefits, and all WORKlife specific resources available.
- Supports WORKlife Program Manager and Retail Leadership on challenging/complex situations with WORKlife clients and working to identify new introductions and opportunities to succeed in every market we serve.
- Serves as a liaison and knowledge resource for financial center teams and associates with respect to the WORKlife Program; educational offerings, products, services, campaigns/promotions, program enhancements, etc. that impact how we succeed with the program and driving new and deepening existing company relationships with their employees.
- Participates in bank marketing and sales efforts, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization’s strategic priorities.
- Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio.
- Regularly introduce and include nearby branch teams/leaders, specialists, and partners from around the bank as needed that can provide opportunities to deepen and expand the impact of First Financial with WORKlife companies.
- Regularly perform group presentations and 1:1 consultation with employees of WORKlife companies and their respective leaders, educating and presenting First Financial banking solutions; loans, deposits, wealth, planning, financial wellness, etc.
- Function as company’s point of contact and trusted advisor for the WORKlife program.
- Participate and lead in huddles within district/region meetings to support sales and service activities across the regions they serve.
- Consistently meet or exceed sales goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their financial needs.
- Provide coaching and feedback to bank associates, educating others on activities, successes, and overall performance of the WORKlife Program and strategies going forward.
- Accountable for performance of the district and region from a WORKlife perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results.
- This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act.
- 3-4 years client experience in banking and/or in the financial services industry with experience working with businesses and organizations or in a retail or business banking role within First Financial.
- 3-4 years sales and service experience with previous success in achieving sales and service goals in a retail or business environment.
- Bachelor’s Degree or equivalent experience combination of education and work experience in sales preferred.
- Strong working knowledge related to consumer and commercial banking; deposits, credit, treasury, employee benefit programs, investments.
- Demonstrated success with consultative, needs-based selling.
- Experience working with senior levels of organizations with strategic planning and execution.
- Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills, with an emphasis on presentation skills to small and large groups.
- Well-developed customer relations skills; ability to influence without authority.
- Ability to manage multiple tasks/projects and deadlines simultaneously.
- The ability to work well independently with limited direct supervision.
- Demonstrated ability to work both independently and as part of a team.
- Occasionally lifts and carries up to 20 lbs (ability to set up presentations)
- Occasionally walks.
- Frequently sits, stands and drives.