Employee Relationship Manager - Financial Wellness Solutions

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. Conduct consumer acquisition via proactive lead generation, appointments, and referral generation, then manage and grow client portfolios by leveraging tools to maximize results. Facilitate in-person new hire orientations, deliver financial education seminars, and manage multi-faceted benefits programs to strengthen employee financial awareness. Differentiate the customer experience through advanced conversation skills and exceptional event presentations, acting as an advocate to identify workforce trends and unique needs. Influence annual marketing and communication plans based on client requirements and utilize data from surveys and utilization reports to customize strategies.