Financial Wellness Specialist ; Windy District

Financial Wellness Specialist – Consumer Bank

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’. The Specialist will work in a designated financial center, district, and/or region, and will be held accountable for Retail Strategy, Financial Education, Community Events, Loan Production, and collaboration within the bank.

• Partner with Retail Banking leadership and the Financial Wellness Program Manager to execute consumer bank strategies and objectives to attract, retain, and grow relationships, fulfill clients’ financial needs, collaborate across the 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.
• Act as a client’s personal trusted advisor by adding value and building deep relationships using 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.

• 3–4 years of client experience in retail banking and/or the financial services industry.
• 3–4 years of sales and service experience with a proven track record of achieving sales and service goals in a retail environment.
• High school diploma or general education degree (GED). Associate’s or bachelor’s degree preferred or equivalent combination of education and work experience.
• Demonstrated success with consultative, needs‑based selling.
• Excellent interpersonal, verbal, and written communication skills.
• Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans, and treasury management.
• Ability to work across a district covering areas north of Lincoln Park in Chicago to Chicago Ridge and Olympia Fields, with required travel.
• Physical ability to occasionally lift and carry up to 20 lbs, occasionally walk, frequently sit, stand, and drive.

The associate must adhere to all compliance and regulatory procedures including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, RegB, RegD, RegE, RegCC, Truth in Savings, Privacy Compliance, and the Patriot Act.

Compliance is a core responsibility: maintain all operational and risk management standards and meet all regulatory requirements imposed by State and Federal law and First Financial Bank policies.

Development and Training Pay Range: $58,000 – $78,000 annually.

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.