Financial Wellness Manager/Personal Banker

Saigepartners; Des Moines (IA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company in the Midwest is seeking a Financial Wellness Manager/Personal Banker to create empowering experiences for members. This role involves building relationships, providing financial coaching, and delivering presentations. Join a dynamic team focused on member satisfaction and financial well-being.

Qualifications

• Strong understanding of financial products and consumer financial needs.
• Ability to analyze financial data and deliver persuasive presentations.

Responsibilities

• Develop and manage a portfolio of loyal members.
• Utilize discovery techniques to identify member needs.
• Conduct impactful presentations to share financial initiatives.

Skills

Financial Products

Problem-Solving

Presentation Skills

Tools

CRM Software

Job description

Financial Wellness Manager/Personal Banker

Posted: 04/28/2025 Job Number: 6340

Job Description

We strive to be Your Future, Your Solution to accelerate your career!
Contact Shawn Recker at [e-mail] or 319-804-9996 to learn more about this opportunity!

Personal Banker (Financial Wellness Manager)

As a vital member of our Retail team, the Financial Wellness Manager plays a key role in creating exceptional, empowering experiences that inspire loyalty and promote financial well-being. Focused on delivering fast, easy, and enjoyable service, the Financial Wellness Manager exceeds member expectations by taking ownership of every interaction, providing responsive solutions, and partnering with internal teams to drive financial stability for our members.

Key Responsibilities:

1. Member Relationship Building: Develop and manage a portfolio of loyal, active, and engaged members by delivering financial empowerment support and referring opportunities to internal business partners.
2. Problem-Solving & Member Advocacy: Utilize discovery techniques to identify member needs, solve problems proactively, and influence members to make decisions in their best financial interest.
3. Onboarding and Member Engagement: Lead new member onboarding and reboarding experiences designed to maximize member value and deepen relationships.
4. Sales Growth & Campaign Execution: Expand loan and deposit market share by running successful outbound call campaigns, responding to inbound inquiries, and achieving key success targets such as checking account activations, product penetration, services per household, and cross-sales.
5. Networking and Community Engagement: Build and expand your professional network through social media outreach, word-of-mouth referrals, and partnerships with internal and external stakeholders.
6. Financial Coaching and Guidance: Understand common financial challenges for targeted member segments and develop personalized financial game plans. Provide tailored advice and ongoing accountability to help members reach their goals.
7. Presentation Delivery: Conduct impactful presentations to both small and large audiences, virtually or in person, to share client’s financial empowerment initiatives.
8. Branch and Office Operations: When assigned to a facility, maintain office operations including asset management, cash handling, inventory, daily reconciliation, and compliance with security procedures. Uphold a professional, welcoming workspace for members and guests.
9. Flexible Work Assignments: Support flexible workplace needs by covering in-branch operations or participating in virtual initiatives as needed.

Performance Goals:

• Grow loan and deposit balances.
• Increase active member engagement within your portfolio.
• Maintain high levels of member satisfaction and loyalty.

Qualifications:

Knowledge and Skills Required:

• Strong understanding of financial products, services, and remote banking tools.
• Knowledge of common consumer financial needs and solutions.

Abilities:

• Adapt to a dynamic set of responsibilities and multitask effectively.
• Accept feedback and participate actively in coaching and development opportunities.
• Analyze financial data and member needs using logical, statistical, and reasoning skills.
• Deliver persuasive presentations to diverse audiences.
• Identify and recommend improvements to enhance employee and member experiences.
• Proficient in CRM and sales/service delivery software.

Additional Information:

• Supervisory Responsibilities: None.
• Work Environment: This role may include working from a designated facility or providing flexible support across locations.
• Professional Standards: Maintain a polished and professional appearance and deliver exceptional in-person and virtual service experiences.

Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at https://careers.saigepartners.com/.

Login to save this search and get notified of similar positions.

Related Jobs:

• Ag Account Manager - Des Moines, IA
• Team Lead Account Manager
• Maintenance Technician - Cambridge, MA

We strive to create long-lasting relationships with both our clientele and candidates. We look forward to being a part of your future.