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Financial Wellness Specialist II

Financial Wellness Specialist II

Ohio StaffingSeville, OH, US
1 day ago
Job type
  • Full-time
Job description

Financial Wellness Specialist

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! If you are interested and qualified for this role, we invite you to apply. As part of the Consumer Bank, the Financial Wellness Specialist is responsible for developing, defining, and executing the strategy that positions First Financial as 'the local bank'. Financial Wellness Specialists report into the Retail Bank and serve in multiple capacities. This specialist will work in a designated financial center, district, and / or region, and will be held accountable for the following : Retail Strategy, Financial Education, Community Events, Loan Production, and Collaboration within the bank. 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.

Essential Functions / Responsibilities :

  • Partner with Retail Banking leadership and Financial Wellness Program Manager to execute consumer bank strategies and objectives to attract, retain and grow relationships, fulfill client's financial needs, collaborate through the bank, and provide a FIRST Class Client Experience.
  • Identify and develop a client book of business; provide market support and involvement in fostering client relationships and uncovering opportunities.
  • Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
  • Participate and lead huddles and meetings to support sales strategy.
  • Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business to assist clients.
  • Accountable for performance of the district and region and leadership of the local teams.
  • Provide leadership and development within Financial Wellness team.
  • Identify and lead new strategies within the group.
  • Provide mentorship and development.
  • Maintain all operational and risk management standards.
  • Model the way for other associates in the Financial Centers and Regions.

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

  • 5-7 years' experience in Retail Banking, Community Development, or Non-profit Organizational Management.
  • Demonstrated success with consultative, needs-based selling.
  • Experience working with senior levels of the organization with strategic planning and execution.
  • Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills.
  • 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.
  • Bachelor's degree and / or equivalent work experience.
  • Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans, and treasury management.
  • Demonstrated ability to work both independently and as part of a team.
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