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Atlantic Union Bank · 2 days ago

Workplace Solutions Relationship Manager (Hybrid-- New River Valley Roanoke, Piedmont, Greater Charlottesville)

Roanoke, VA

Full-time

Hybrid

Senior Level

5+ years exp

Atlantic Union Bank is focused on providing financial wellness benefits through its Workplace Solutions program. The Workplace Solutions Relationship Manager is responsible for implementing the program, conducting sales presentations, and managing relationships with enrolled companies to enhance consumer acquisition and financial education efforts.

BankingFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Prospect and sell Workplace Solutions program to sourced companies within assigned territory

Coordinate with enrolled companies, Commercial RMs and/or local branches to schedule consumer account opening events (a/k/a "onsites")

Conduct financial education seminars, webinars, and activities with enrolled participants and prospects. Through each employer contact, assess needs of employees to ensure the financial education seminar roadmap matches need

Develop strong partnerships with line of business leaders to gain their active support in sourcing WS company prospects and partnering on financial education seminars

Develop and manage a pipeline of WS company prospects through business development efforts (prospecting, cold calling, referrals, business partners, centers of influence, personal network)

Partner with Consumer Talent Development team to provide training to assigned branches on WS program, sales effectiveness/techniques, and presentation skills. Partner with Regional Consumer Banking Presidents and/or Market Leaders on coaching branch teammates on WS program

Provide ongoing outreach relationship management to maximize sales of bank products and services to employees with enrolled companies, providing materials as needed for employers who choose to educate their employees directly on the WS Program

Represent the Bank in targeted business or community organizations as well as participate in Bank-sponsored events and maintain a business referral network to advance the bank’s reputation and success

Develop and implement sales plans; utilize WS and Bank marketing and collateral materials effectively; monitor WS results reporting and tracking

Provide input and feedback to improve WS program; may conduct competitive shops, research, and gather intelligence about similar programs at other financial institutions

Manage expenses and travel costs effectively

Complete all assigned training in a timely manner (by required completion/due date)

Participate in meetings as required

Other duties as assigned

Qualification

Workplace Solutions experienceRetail banking experienceConsultative sellingClient service skillsPublic speakingPresentation skillsBusiness judgmentComputer skillsNegotiation skillsAttention to detailAdaptability