Worklife Specialist II

Job Summary

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. 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 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…