2 дня назад
Employee Relationship Manager - Financial Wellness Solutions
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Employee Relationship Manager - Financial Wellness Solutions (Financial Wellness/Banking): Delivering financial wellness programs, employee education seminars, and digital banking solutions for commercial and corporate banking clients with an accent on relationship management, outbound sales, and customer experience. Focus on acquiring and growing client portfolios, coordinating internal and external partners, and tailoring financial education and communication plans to workforce needs.
Location: Governors Drive, Huntsville, Alabama, United States; in-office role
Company
provides banking and financial wellness solutions for businesses and their employees.
What you will do
- Deliver financial wellness solutions, employee orientations, education seminars, and benefits programs for commercial and corporate banking clients.
- Acquire and deepen client relationships through proactive lead generation, appointments, referrals, onboarding, and ongoing servicing.
- Manage and grow a client portfolio using banking tools and resources to maximize business results.
- Coordinate with internal and external partners, facilitate referrals, and ensure follow-up.
- Deliver presentations and create customer experiences at events in external locations.
- Influence marketing and communication plans using workforce knowledge, surveys, utilization reports, and other data.
Requirements
- Typically requires an associate degree or equivalent education.
- Typically requires 4+ years of related business or functional experience; equivalent education, certifications, or military experience may be considered.
- Knowledge of banking products, customer experience management, digital awareness, selling, and understanding customer needs.
- Skills in client relationship building, negotiation, new business development, community development, and managing multiple priorities.
- Must meet applicable background-check requirements under Consumer Financial Protection Bureau regulations.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- In-office work environment focused on support, inclusion, respect, and employee contribution.
- Eligible full-time employees may receive medical, dental, vision, life, disability, and health savings account benefits.
- Benefits may include a 401(k) with company match, pension, stock purchase plans, dependent care reimbursement, and education assistance.
- Wellness programs may include financial incentives, backup care, adoption, surrogacy, and doula reimbursement.
- Paid time off may include parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level.
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