Worklife Specialist II

About the role

We 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!

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.
• 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 organization’s 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 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.
• 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.
• 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.

Minimum Knowledge, Skills, and Abilities

• 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.
• 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.
• The ability to work well independently with limited direct supervision.
• Demonstrated ability to work both independently and as part of a team.