Retirement Plan Participant Advocate

Busey Bank; Bloomington (IL); In loco; USD 55.000 - 68.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical insurance

Dental insurance

Vision insurance

Life insurance

Descrizione del lavoro

Busey Bank in Bloomington, IL seeks a Retirement Plan Participant Advisor to facilitate communication with retirement plan participants through group presentations and individual consultations. Meetings may be in person, by phone, or via web conferencing.

You will build relationships, deliver personalized service, develop participant materials, and educate participants on plan features and investment options while supporting day-to-day plan operations and cross-team collaboration.

Competenze

• Strong oral and written communication skills.
• Advanced analytical skills to identify opportunities.
• Public speaking and presentations.

Mansioni

• Present group sessions and one-on-one consultations for retirement plan participants.
• Support relationships within the Retirement Plan Services area in Wealth Management.
• Deliver personalized service and respond to plan-related questions.
• Develop materials for both sophisticated and average plan participants.
• Educate participants on plan features and investment options; guide decisions.

Conoscenze

Oral and written communication

Analytical skills

Public speaking

Formazione

Bachelor's degree in Business or Finance

Strumenti

Microsoft Office

Descrizione del lavoro

Busey Bank in Bloomington, IL seeks a Retirement Plan Participant Advisor to facilitate communication with retirement plan participants through group presentations and individual consultations. Meetings may be in person, by phone, or via web conferencing.

You will build relationships, deliver personalized service, develop participant materials, and educate participants on plan features and investment options while supporting day-to-day plan operations and cross-team collaboration.