12 дней назад
Senior Employee Relationship Manager - Financial Wellness Solutions
63 000 - 105 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Employee Relationship Manager - Financial Wellness Solutions (Financial Wellness Solutions): Delivering financial wellness programs, employee orientations, financial education seminars, and digital banking solutions for commercial and corporate banking clients with an accent on client relationship growth, outbound sales, and customer experience. Focus on building client portfolios, generating leads and referrals, coordinating internal and external partners, and tailoring financial education and benefits programs to workforce needs.
Location: San Diego, California, United States; in-office role
Base salary: $63,000–$105,000 per year, plus incentive eligibility.
Company
provides financial wellness solutions, banking products, and digital money management tools for businesses and their employees.
What you will do
- Deliver financial wellness solutions, new hire orientations, financial education seminars, and benefits programs to employees of commercial and corporate banking clients.
- Acquire and deepen client relationships through outbound sales, proactive lead generation, appointments, and referrals.
- Manage and grow a client portfolio while using banking tools and resources to improve business results.
- Coordinate internal and external partners, assign resources to customer needs, and follow up on referrals and updates.
- Create differentiated customer experiences at events and provide tailored solutions for workforce financial needs.
- Influence marketing and communication plans using participant surveys, utilization reports, and other workforce data.
Requirements
- Associate degree preferred; comparable education, certifications, or experience may be considered.
- Strong client relationship building, negotiation, customer loyalty, and new business development skills.
- Knowledge of banking products, digital awareness, customer experience management, selling, and customer needs analysis.
- Ability to manage multiple priorities, communicate effectively, solve problems, and adapt to changing needs.
- Additional background checks may be required under Consumer Financial Protection Bureau regulations.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- In-office work environment focused on support, inclusion, respect, and employee development.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, health savings account features, and dependent care support.
- Educational assistance, wellness programs with financial incentives, and family support reimbursements.
- Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level.
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