Financial Wellness Specialist

Job Description

As part of the Consumer Bank, the Financial Wellness Specialist is responsible for developing, defining, and executing the strategy that positions the Bank as ‘the local bank’. Financial Wellness Specialists report into the Retail Bank and serve in multiple capacities. This 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.

This role will also be responsible for the adherence to all compliance and regulatory procedures, including but not limited to BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance, and the Patriot Act.

This role will service an entire Cross Town district which can cover as far north as Libertyville, as far east as Lincolnwood and as far southwest as Joliet. Travel will be required within the district footprint. Main office location will be based upon selected candidate location.

• Partner with Retail Banking leadership and Financial Wellness Program Manager to execute consumer bank strategies and objectives to attract, retain and grow relationships, fulfill client’s financial needs, collaborate through 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.
• Function as client’s personal trusted advisor by adding value and building deep client relationships by utilizing 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.
• Other duties as assigned.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 3–4 years client experience in Retail Banking and/or in the financial services industry.
• 3–4 years sales and service experience with previous success in achieving sales and service goals in a retail environment or in a retail banking role within the consumer bank at the Bank.
• High school diploma or general education degree (GED) is required.
• Associate’s or Bachelor’s degree is preferred and/or an equivalent combination of education and work experience in sales.
• Demonstrated success with consultative, needs‑based selling.
• Excellent interpersonal, verbal and written communication.
• Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management.
• Strong oral and written communication skills.

At Bank Financial we believe great employees deserve great benefits. The best part is you can pick and choose which benefits are right for you! Bank Financial's benefits for full‑time employees include:

• Paid Time Off – vacation and sick time
• Paid Holidays
• Bereavement Leave
• Jury Duty Leave

• Medical, Dental and Vision Insurance
• Critical Illness and Accident Insurance
• Hospital Indemnity Insurance
• Basic Life/AD&D and Voluntary Life/AD&D Insurance
• Short‑Term and Long‑Term Disability Insurance
• Health Savings Account
• Flexible Spending Account
• Employee Assistance Program

• 401(k)

• Tuition Reimbursement Program

• All roles are incentive eligible with the exception of Co‑Op, Intern or Student positions.

Final pay is determined using criteria such as qualification, experience, education, and skills. Bank Financial reserves the right to extend an offer based on this evaluation.

Bank Financial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity).

Keyword:
Financial Wellness Specialist