Worklife Specialist (Cross Town District)

Role 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. Develop and implement strategies/plans to engage districts and markets, establishing behaviors and routines to achieve success in the WORKlife Program. Achieve 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 effectively by champion. Initiate and maintain client and prospect contact through timely and relevant contact strategy. Establish personal sales plans/strategies for assigned districts and region to win new opportunities for companies and organizations leveraging leads and campaigns. Proactively call on existing and new business owners and key decision‑makers to establish membership to the WORKlife Banking Program, anchored with a core checking account. Present the WORKlife Banking Program to companies and organizations, using financial wellness and other partners, and providing educational offerings, bank‑store materials, marketing collateral, presentation decks, products, services, relationship benefits, and all WORKlife specific resources. Support the WORKlife Program Manager and Retail Leadership on challenging/complex situations with WORKlife clients and identify new introductions and opportunities. Serve as a liaison and knowledge resource for financial center teams and associates with respect to the WORKlife Program, educational offerings, campaigns, and program enhancements. Participate in bank marketing and sales efforts and contribute to initiatives designed to promote organizational priorities. Comply with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio. Acquire and include opportunities to deepen and expand the impact of First Financial with WORKlife companies. Perform group presentations and 1:1 consultations with employees of WORKlife companies and leaders, educating and presenting First Financial banking solutions. Function as the company’s point of contact and trusted advisor for the WORKlife program. Lead huddles within district/region meetings to support sales and service activities across the regions served. Consistently meet or exceed sales goals by collaborating with lines of business to assist clients meet financial needs. Provide coaching and feedback to bank associates, educating others on activities, successes, and overall performance of the WORKlife Program. Accountable for performance of the district and region from a WORKlife perspective, including on‑going coaching, development and performance management. Ensure adherence to all compliance and regulatory procedures, including BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act. Qualifications 3‑4 years client experience in banking and/or in the financial services industry with experience working with businesses and organizations or in a retail or business banking role within First Financial. 3‑4 years sales and service experience with previous success in achieving sales and service goals in a retail or business environment. Bachelor’s Degree or equivalent experience combination of education and work experience in sales preferred. Strong working knowledge related to consumer and commercial banking; deposits, credit, treasury, employee benefit programs, investments. Demonstrated success with consultative, needs‑based selling. Experience working with senior levels of organizations with strategic planning and execution. Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills, with an emphasis on presentation skills to small and large groups. Well‑developed customer relations skills; ability to influence without authority. Ability to manage multiple tasks/projects and deadlines simultaneously. Ability to work independently with limited direct supervision. Demonstrated ability to work both independently and as part of a team. Preferred Knowledge and Skills Knowledge of commercial banking products that can provide desired credit option solutions to organizations. Knowledge of regulatory procedures for actions that facilitate the credit process (e.g., CRA, EMC, CCR, and CCAR). Knowledge of and experience with computer applications and equipment in banking and mortgage environments. Expertise in the use of Microsoft Office, SalesForce, Zoom, and Outlook. Experience using phone check ordering software (e.g., Imaging, Vault). Experience working in a Corporate or Commercial Products line of business. Physical Requirements Occasionally lifts and carries up to 20 lbs (to set up presentations). Occasionally walks. Frequently sits, stands and drives. Travel will be required within the district footprint. Pay Range $58,000- $78,000/annually Benefits 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. EEO 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. #J-18808-Ljbffr