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Attracts, develops, retains, and grows successful client relationships within the Consumer Bank by focusing on commercial and small business clients. The WORKlife Specialist is responsible for developing, defining, and executing the strategy that positions First Financial as 'The' community bank for businesses and organizations to provide or expand financial wellness benefits to their employees/members at no expense to the employer. The WORKlife Specialist reports into the Retail Bank. They will work in a designated financial center, district(s) and region, and will be held accountable for executing and achieving the stated goals and objectives of the retail and consumer bank.
Essential Functions/Responsibilities
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.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
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.
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 (ability to set up presentations)
Occasionally walks.
Frequently sits, stands 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.
