Client Engagement Specialist

Maine Community Bank•Portland, ME

10h•Hybrid

About The Position

The Client Engagement Specialist is responsible for supporting client growth and engagement initiatives across the Bank, with a primary focus on the myMoney@Work program, financial wellness initiatives, coffee clubs and internal referral programs. This role helps drive cross-business line collaboration, strengthen client engagement, and support programs designed to promote overall bank growth.

Requirements

Three or more years of experience in marketing, client engagement, business development, or related field.
Exceptional relationship-building and communication skills.
Demonstrated ability to manage multiple projects and priorities simultaneously.
Interest in financial wellness, employee engagement, and relationship-building initiatives that support client growth and retention.
Excellent organizational skills and attention to detail.
Ability to work collaboratively across departments and business lines.

Nice To Haves

Bachelor’s degree in marketing, business, communications, or related field preferred.
Experience coordinating programs, events, or employee engagement initiatives preferred.
Proficiency with CRM systems, Microsoft Office, and reporting tools preferred.

Responsibilities

Help manage the day-to-day coordination and execution of the myMoney@Work and financial wellness programs, including onboarding, client presentations, and ongoing relationship support for participants.
Coordinate program logistics, scheduling, presentations, employee engagement activities, follow-up communications, and materials for sessions and events.
Track participation and program effectiveness metrics and assist in developing financial wellness content, tools, and educational resources.
Pull monthly reports from Ninja Forms and consolidate data into the master tracker.
Partner with business lines to confirm referral statuses and determine payout eligibility.
Maintain and post the updated master tracker on SharePoint.
Prepare and submit payout information to HR for processing.
Support the Director of Client Engagement with ongoing program needs, such as updating business line overview documents, responding to employee inquiries about the referral process, and assisting with scheduling or coordinating referral training sessions.
Help develop referral campaigns, employee communications, and engagement initiatives to encourage participation.
Attend and support Coffee Club meetings across business lines to encourage collaboration, communication, referral activity, and interest in financial wellness initiatives.
Participate and take notes at Sales Leadership meetings.
Track participation and assist in developing engagement strategies, discussion topics, and educational content to strengthen cross-business line connectivity.