Employee Relationship Manager - Financial Wellness Solutions
On-siteMishawaka, Indiana, United States
Job Summary
Deliver financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects. Acquire and deepen relationships across all applicable financial wellness solutions while achieving business results through leadership and collaboration with partners. Generate consumer acquisition through proactive lead generation, appointments, and referral generation, then manage and grow a client portfolio by leveraging tools to maximize business results. Differentiate the customer experience through conversation, presentation skills, and exceptional event experiences at external locations. Act as an advocate for clients and prospects by identifying trends and unique workforce needs, influencing annual marketing and communication plans based on that knowledge.
Required Qualifications
- Associates or equivalent degree
- 4+ years of related business or functional experience
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service)
- No Required Certification(s)
- No Licenses
Desired Qualifications
- Bilingual
- Client Relationship Building
- Community Development
- Competitive Strategies
- Customer Loyalty
- Group Problem Solving
- Negotiation
- New Business Development
- Relationship Management
- Banking Products
- Business Acumen
- Customer Experience Management
- Digital Awareness
- Effective Communications
- Flexibility and Adaptability
- Managing Multiple Priorities
- Products and Services
- Selling
- Understanding Customer Needs
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