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.
Attract, retain and grow Mass Affluent client relationships while driving client engagement and loyalty. Act as the primary relationship lead for a group of Mass Affluent clients. Manages the client's complete banking relationship across the company. Functions as the client's personal advocate to internal parts and adds value through the ability to identify client needs, analyze customer information, define goals and build plans in order to make client recommendations. Build trust through timely and relevant multi-channel communication strategy. Effectively collaborate with LOB partners in an effort to help clients meet their unique financial goals.
Essential Functions/Responsibilities:
First point of contact for assigned Affluent Client Segment Book of Business
Create/Expand Affluent Book of Business
Primary focus on retaining and expanding consumer relationships - current affluent book and drive new affluent households
Drive and build trust in affluent segment for greater client retention and loyalty
Drive collaboration with Wealth, Business Banking and Mortgage line of business partners
Utilize Technology/Digital to increase client contact points
Engaging in the Community
Drive Net New Affluent Households from the community
Creating and obtaining Center of Influences (ex: CPA, Estate/Trust Attorneys)
Premier Business Bank Strategy - Bank the Owner
Ability and understanding to engage in business needs
Primary serve Bank the Owner Strategy
Referrals directly to Business Development Specialist for business needs
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job:
7+ years demonstrated experience in exceeding sales goals in financial services role
Prior relationship management experience with clients is required
Demonstrated success with consultative, needs-based selling
Extensive product knowledge related to consumer deposits, business deposits, investments, consumer loans, business loans and treasury management.
Demonstrated ability to work both independently and as part of a team
Bachelor's Degree or equivalent experience
Desire to pursue professional financial designation (CFP®, CWS, ChFC, etc.) preferred
Strong oral and written communication skills
Preferred Knowledge and Skills:
Prior experience in Private Banking, Preferred Banking or Wealth Advisor role
Physical Requirements:
Occasionally lifts and carries up to 20 lbs.
Frequently lifts and carries up to 10 lbs.
Occasionally walks.
Frequently sits, stand and drives.
Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training (Optional):
Consumer
Transaction Processing & Regulatory Understanding
Client Conversation Workshop 1.0
Client Conversation Workshop 2.0
Consumer Banking Certification: Intro to Networking, COI and Community Development
Consumer Banking Certification: Business Management Tool & Resources (FirstForce Training)
Business Deposit Certification: treasury, Public Funds, IOLTA/IOTA, DACA
Small Business Client Conversation 1.0
Business Lending Certification: Intro Understanding Business Credit, Underwriting & Products
Planning
Planning Certification: Basics of Private Banking and Wealth Mgt
Planning Certification: Saving for Retirement - Types, Strategies & Tools
Planning Certification: Income during Retirement - Strategies, Products
Planning Certification: Basics of Insurance
Planning Certification: Passing on Wealth - Estates, Wills, Trusts
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
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.