Financial Wellness Specialist I

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 serves 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 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 bank, and provide a fIRST Class Client Experience.
• Identify and develop a client book of business; provide in-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 in an effort to assist clients.
• Accountable for performance of the district and region and leadership of the local teams.
• Maintain all operational and risk management standards.
• Model the way for other associates in the financial center and regions.

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

• 3-4 years client experience in Retail Banking and / or in the financial services industry.
• 3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail banking role within the consumer bank at FFB.
• High school diploma or general education degree (GED) is required.
• Associate’s or Bachelor’s degree is preferred and / or an equivalent combination of education and work experience in sales preferred.
• Demonstrated success with consultative, needs-based selling.
• Excellent interpersonal, verbal and written communication.
• Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management.
• Strong oral and written communication skills.

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

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.

We are an E-Verify Employer.