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BankFinancial · 7 hours ago

Worklife Specialist I [Full-Time]

Chicago Ridge, IL

Full-time

Onsite

Mid Level

$27/hr - $37/hr

3+ years exp

BankFinancial is a community bank focused on providing financial wellness benefits to businesses and organizations. The WORKlife Specialist is responsible for developing strategies to enhance client relationships and execute the WORKlife program within designated districts, ensuring effective onboarding and engagement with clients.

BankingFinancial ServicesInsurance

Responsibilities

Partner with Retail Banking leadership and WORKlife Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core business/commercial relationships in our communities

Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the WORKlife Program. Achieving established individual production and growth goals, district and region goals and objectives

Manage WORKlife efforts within district and/or region to ensure all WORKlife accounts are onboarded effectively by champion

Initiate and maintain client and prospect contact through timely and relevant contact strategy

Establishes personal sales plans/strategies for assigned districts and region to achieve success with companies and organizations in the region, leveraging and following up on leads and campaigns to deepen and win new opportunities

Proactively calls on existing and new business owners and key decision-makers to establish opportunities that drive new membership to the WORKlife Banking Program, anchored with a core checking account

Proactively calls on and partners with commercial, business banking, treasury, retail, other partners to offer the WORKlife Banking Program

Takes on a holistic approach when presenting and discussing the WORKlife Banking Program to companies and organizations, leveraging financial wellness and other partners

Be a knowledge leader in the WORKlife Banking Program, capable of presenting and organizing all efforts to deliver the program to business owners, in group settings with employees, coworkers, COIs, etc; educational offerings, bankstore materials, marketing collateral, presentation decks, products, services, relationship benefits, and all WORKlife specific resources available

Supports WORKlife Program Manager and Retail Leadership on challenging/complex situations with WORKlife clients and working to identify new introductions and opportunities to succeed in every market we serve

Serves as a liaison and knowledge resource for financial center teams and associates with respect to the WORKlife Program; educational offerings, products, services, campaigns/promotions, program enhancements, etc. that impact how we succeed with the program and driving new and deepening existing company relationships with their employees

Participates in bank marketing and sales efforts, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities

Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio

Regularly introduce and include nearby branch teams/leaders, specialists, and partners from around the bank as needed that can provide opportunities to deepen and expand the impact of the Bank with WORKlife companies

Regularly perform group presentations and 1:1 consultation with employees of WORKlife companies and their respective leaders, educating and presenting the Bank's banking solutions; loans, deposits, wealth, planning, financial wellness, etc

Function as company's point of contact and trusted advisor for the WORKlife program

Participate and lead in huddles within district/region meetings to support sales and service activities across the regions they serve

Consistently meet or exceed sales goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their financial needs

Provide coaching and feedback to bank associates, educating others on activities, successes, and overall performance of the WORKlife Program and strategies going forward

Accountable for performance of the district and region from a WORKlife perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results

This role is also 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

Other duties as assigned

Qualification

Client relationship managementSales strategy developmentConsultative sellingConsumer banking knowledgeCommercial banking knowledgeProject managementInterpersonal skillsCommunication skillsOrganizational skillsTeam collaboration

Required

3-4 years client experience in banking and/or in the financial services industry with experience working with businesses and organizations or in a retail or business banking role within the Bank

3-4 years sales and service experience with previous success in achieving sales and service goals in a retail or business environment

Strong working knowledge related to consumer and commercial banking; deposits, credit, treasury, employee benefit programs, investments

Demonstrated success with consultative, needs-based selling

Experience working with senior levels of organizations with strategic planning and execution

Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills, with an emphasis on presentation skills to small and large groups

Well-developed customer relations skills; ability to influence without authority

Ability to manage multiple tasks/projects and deadlines simultaneously

The ability to work well independently with limited direct supervision

Demonstrated ability to work both independently and as part of a team