Preferred Banker I (Downtown Columbus)

First Financial Bank • Columbus, IN

7d

About The Position

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Attract, retain and grow Mass Affluent client relationships while driving client engagement and loyalty. Act as the primary relationship lead for a group of Mass Affluent clients. Manages the client’s complete banking relationship across the company. Functions as the client’s personal advocate to internal parts and adds value through the ability to identify client needs, analyze customer information, define goals and build plans in order to make client recommendations. Build trust through timely and relevant multi-channel communication strategy. Effectively collaborate with LOB partners in an effort to help clients meet their unique financial goals.

Requirements

• 7+ years demonstrated experience in exceeding sales goals in financial services role
• Prior relationship management experience with clients is required
• Demonstrated success with consultative, needs-based selling
• Extensive product knowledge related to consumer deposits, business deposits, investments, consumer loans, business loans and treasury management.
• Demonstrated ability to work both independently and as part of a team
• Bachelor’s Degree or equivalent experience
• Strong oral and written communication skills

Nice To Haves

• Desire to pursue professional financial designation (CFP®, CWS, ChFC, etc.) preferred
• Prior experience in Private Banking, Preferred Banking or Wealth Advisor role

Responsibilities

• First point of contact for assigned Affluent Client Segment Book of Business
• Create/Expand Affluent Book of Business
• Primary focus on retaining and expanding consumer relationships – current affluent book and drive new affluent households
• Drive and build trust in affluent segment for greater client retention and loyalty
• Drive collaboration with Wealth, Business Banking and Mortgage line of business partners
• Driving a high level of client experience
• Proactive, consultation approach – Client Contact Strategy Measured by NPS/Gallup
• Utilize Technology/Digital to increase client contact points
• Engaging in the Community
• Drive Net New Affluent Households from the community
• Creating and obtaining Center of Influences (ex: CPA, Estate/Trust Attorneys)
• Premier Business Bank Strategy – Bank the Owner
• Ability and understanding to engage in business needs
• Primary serve Bank the Owner Strategy
• Referrals directly to Business Development Specialist for business needs

Benefits

• We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
• Please review our Benefits Guide
• All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees