Preferred Banker II (Union Center)

First Financial Bank; Olde West Chester (OH); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking financial institution as a Preferred Banker II, where you will play a pivotal role in fostering long-term client relationships and providing tailored financial solutions. This position offers the chance to engage with affluent clients, leveraging your expertise in banking products and services to drive success. With a focus on personalized plans and community involvement, you will collaborate with key partners to enhance client experiences. This is an exciting opportunity to make a significant impact in a dynamic environment that values your contributions and supports your professional growth.

Benefits

Health and Wellness Programs

Incentive Eligibility

Mentorship Opportunities

Qualifications

• 5-8 years of experience in banking or financial services.
• Strong knowledge of banking products and credit solutions.

Responsibilities

• Manage client relationships and develop personalized financial plans.
• Engage with the community and generate new client opportunities.

Skills

Client Relationship Management

Sales and Service Experience

Interpersonal Skills

Communication Skills

Organizational Skills

Time Management

Financial Planning Knowledge

Education

Bachelor’s Degree or Equivalent Experience

Job description

Join to apply for the Preferred Banker II (Union Center) role at First Financial Bank.

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.

Role Overview

The Preferred Banker is responsible for developing, defining, and executing the First Financial Bank strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. They oversee attracting, retaining, and growing client relationships through personalized plans and fostering trusted advisor relationships with First Financial Bank’s products and services.

Essential Functions/Responsibilities

1. Manage client relationships as the first point of contact, acting as their advocate, identifying needs, developing personalized plans, and making recommendations.
2. Build trust through timely communication, document progress, and execute plans efficiently.
3. Develop strong relationships with key partners, focusing on deepening client relationships and sharing opportunities.
4. Leverage internal and external contacts to generate new client opportunities.
5. Engage with the community through participation in local groups and events.
6. Maintain proficiency in banking products and comprehensive financial solutions.
7. Implement calling strategies to follow up on leads and establish new client connections.
8. Participate in marketing and sales promotions aligned with strategic priorities.
9. Ensure compliance with all bank, loan, and regulatory guidelines and policies.
10. Serve as a resource for local bankers and partners, providing coaching and knowledge sharing.
11. Develop and maintain a client book, acting as the primary advocate and advisor for clients.
12. Collaborate with Business Specialists and Commercial Officers to develop opportunities with existing and prospective clients.
13. Lead by example and work proactively with peers to improve engagement and uncover opportunities.

Minimum Qualifications

• 5-8 years experience in banking or financial services working with clients.
• 5-8 years sales and service experience with a track record of achieving goals.
• Bachelor’s Degree or equivalent experience.
• Strong knowledge of banking products, services, and credit solutions.
• Familiarity with financial planning, investment products, and wealth solutions.
• Excellent interpersonal, communication, organizational, and time management skills.
• Ability to manage multiple tasks and work independently and in teams.

Preferred Skills

• FPQP certification or higher; pursuing advanced financial designations (CFP, CWS, ChFC, etc.).

Additional Information

This role handles routine and moderately complex issues, with escalation to upper management for highly complex cases. Employees work with moderate supervision and have some decision-making autonomy outside normal guidelines. No direct supervisory responsibilities, but mentoring may be involved.

Physical requirements include occasional lifting up to 20 lbs., frequent lifting up to 10 lbs., and the ability to sit, stand, drive, and navigate an office environment.

Compliance with all applicable laws, regulations, and bank policies is mandatory.

Benefits include relevant programs supporting holistic wellbeing. All roles are incentive eligible, except Co-Op, Intern, or Student positions.

We are committed to equal opportunity employment and do not discriminate based on legally protected characteristics. We are an E-Verify employer.