обновлено 13 дней 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 (Banking/Sales): Delivering financial wellness programs, employee education seminars, and digital banking solutions for commercial and corporate banking clients with an accent on relationship growth, outbound acquisition, 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: Jacksonville, Florida, United States; in-office position
Company
provides banking and financial wellness solutions for businesses and their employees.
What you will do
- Deliver financial wellness solutions, new-hire orientations, financial education seminars, and benefits programs for client workforces.
- Acquire consumers through outbound lead generation, appointments, and referrals, supporting relationships from onboarding through ongoing service.
- Manage and grow a portfolio of commercial and corporate banking clients.
- Coordinate with internal and external partners to address customer needs and follow up on referrals.
- Create differentiated customer experiences through presentations, conversations, and events held at external locations.
- Influence annual marketing and communications plans using workforce knowledge, surveys, utilization reports, and related data.
Requirements
- Associate degree or equivalent combination of education, certification, and experience.
- Typically 4+ years of related business or functional experience, or relevant product knowledge.
- Experience with client relationship building, relationship management, customer loyalty, negotiation, and new business development.
- Knowledge of banking products, customer experience management, digital awareness, sales, and customer needs analysis.
- Strong communication, presentation, problem-solving, adaptability, and prioritization skills.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- In-office work environment focused on support, inclusion, and work-life balance.
- Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
- 401(k) matching, pension, stock purchase plans, disability protection, and life insurance.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level.
- Educational assistance, wellness programs with financial incentives, and dependent care support.
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