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BankFinancial · 11 hours ago

Financial Wellness Specialist I [Full-Time]

Chicago Ridge, IL

Full-time

Onsite

Mid Level

3+ years exp

BankFinancial is a consumer bank seeking a Financial Wellness Specialist to develop and execute strategies that position the bank as 'the local bank'. The role involves building client relationships, meeting sales goals, and ensuring compliance with regulatory procedures while servicing the Windy City district.

BankingFinancial ServicesInsurance

Responsibilities

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

Qualification

Retail Banking ExperienceSalesService ExperienceConsultative SellingProduct KnowledgeCommunication Skills

Required

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 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

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