Worklife Specialist II

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If you are interested and qualified for this role we invite you to apply.

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 and have a continued focus.
• 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 market 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 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.
• Assists program manager with providing leadership feedback and guidance that leads to improving the program and long-term success in WORKlife within the assigned districts and region.
• Participates in bank marketing and sales efforts especially within the district and assigned region; contributes to initiatives and programs designed to promote organizations strategic priorities.
• Complies with all bank loan and regulatory guidelines and policies maintaining operational excellence with loans and deposits within the portfolio.
• Identify and develop the WORKlife book of companies and organizations; providing in-market knowledge support and involvement in fostering these relationships and uncovering opportunities.
• 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 companys 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.
• Hold periodic meetings with district and market leadership as well as regional presidents and key stakeholders supporting the region and program to align all resources around our plan and to prioritize actions.
• Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs within the markets we serve. Build relationships that will allow us to create opportunities for FFB to partner with companies and organizations in the community to create plans strategies and tactics that serve the small businesses and owners.
• Leverage connections within the districts/region assigned to actively market campaigns promotions and products that are applicable businesses and organizations and their owners/employees.
• 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 maintains overall responsibility for their book of business.

Minimum Knowledge Skills and Abilities Needed to Perform Essential Functions of the Job

• 5-7 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.
• 5-7 years sales and service experience with previous success in achieving sales and service goals in a retail or business environment.
• Bachelors 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

Pay Range

Benefits

We have relevant thoughtful benefits and programs that support every aspect of our associates holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op Intern or Student positions.

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.

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