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First Financial Bank · 2 months ago

Retirement Plan Services Advsior

OH - Cincinnati - 5th St

Full-time

Onsite

Senior Level

$107K/yr - $143K/yr

5+ years exp

First Financial Bank is seeking a Retirement Plan Services Advisor to serve as the primary point of contact for clients and manage relationships within local markets. This role involves understanding client retirement plan needs, providing tailored solutions, and ensuring satisfaction while collaborating with internal teams to enhance client experience and drive retention.

BankingCreditDebit CardsFinanceFinancial ServicesLending

Responsibilities

Provide clients with expert advise on retirement plan options and strategies

Develop and maintain strong, long-lasting client relationships within local markets

Assist clients in understanding regulatory changes and how they impact their retirement plans

Serve as the main liaison between the bank and its retirement plan clients

Ensure the efficient administration of retirement plans in accordance with client requirements and regulatory standards

Identify opportunities to expand relationship with existing clients and acquire new business

Ensure compliance with all relevant regulations and internal policies

Qualification

Retirement plan knowledgeRelationship managementCRM software proficiencyAnalytical skillsCommunication skillsCFPCRPS certificationAttention to detailOrganizational skillsProblem-solving abilities