Client Management Rep

Full-time
Department: Wealth Management
The Client Engagement Specialist is responsible for supporting client growth and engagement initiatives across the Bank, with a primary focus on the View email address on click.appcast.io program, financial wellness initiatives, coffee clubs and internal referral programs. This role helps drive cross-business line collaboration, strengthen client engagement, and support programs designed to promote overall bank growth.
View email address on click.appcast.io & Financial Wellness Programs

Help manage the day-to-day coordination and execution of the View email address on click.appcast.io and financial wellness programs, including onboarding, client presentations, and ongoing relationship support for participants.
Coordinate program logistics, scheduling, presentations, employee engagement activities, follow-up communications, and materials for sessions and events.
Track participation and program effectiveness metrics and assist in developing financial wellness content, tools, and educational resources.
Pull monthly reports from Ninja Forms and consolidate data into the master tracker.
Maintain and post the updated master tracker on SharePoint.
Support the Director of Client Engagement with ongoing program needs, such as:
Updating business line overview documents.
Assisting with scheduling or coordinating referral training sessions.
Help develop referral campaigns, employee communications, and engagement initiatives to encourage participation
Coffee Club / Sales Leadership Support
Attend and support Coffee Club meetings across business lines to encourage collaboration, communication, referral activity, and interest in financial wellness initiatives.
Track participation and assist in developing engagement strategies, discussion topics, and educational content to strengthen cross-business line connectivity.
Bachelor's degree in marketing, business, communications, or related field preferred.
Three or more years of experience in marketing, client engagement, business development, or related field.
Exceptional relationship-building and communication skills.
Demonstrated ability to manage multiple projects and priorities simultaneously.
Interest in financial wellness, employee engagement, and relationship-building initiatives that support client growth and retention.
Proficiency with CRM systems, Microsoft Office, and reporting tools preferred.
Frequent local travel throughout the Bank's footprint
Handling of materials up to 15 pounds periodically