Wealth Relationship Banker for Affluent Clients

First Financial Bank; Cincinnati (AR); On-site; USD 66,000 - 88,000; Full time

Job summary

First Financial Bank is seeking a Preferred Banker to lead relationship development for affluent clients within the Wealth and Investment Division. You will define client plans, coordinate with partners, and deliver holistic financial solutions including banking and investment services.

You will engage with regional specialists, pursue new business opportunities, and maintain strong community presence while meeting regulatory guidelines and performance goals.

Qualifications

• 5-8 years experience in banking/financial services with clients.
• 5-8 years sales and service experience achieving sales goals with customers.
• Bachelor’s Degree or equivalent experience.
• Must have or be willing to obtain FPQP® equivalent or higher and pursue CFP®, CWS, ChFC, etc.
• Demonstrate strong product knowledge related to banking products, services, and credit solutions for consumer clients.
• Familiarity with financial planning, investment products, and wealth solutions.
• Excellent interpersonal, verbal, written communication, organizational, and time management skills.
• Ability to manage multiple tasks and deadlines simultaneously.
• Ability to work well independently with limited supervision and in a team environment.

Responsibilities

• Actively manages client relationships acting as the first point of contact for assigned client relationships, being the client’s personal advocate across the organization, adding value and service through the ability to identify client needs by developing personalized plans for clients, analyzing customer information, defining goals, and building a strategy and plan in order to make recommendations.
• Drive and build trust through timely and relevant communication, documenting progress, executing efficiently, and delivering on the established plan with the client.
• Develop strong business relationships with key partners focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making the needed introductions and referrals to appropriate business partners.
• Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities for First Financial Bank within their assigned District(s) and Region.
• Integrate well into the community, developing outside sales opportunities by being visible through active participation in community groups. Discover and support site-specific events open to the community.
• Maintain proficiency in product knowledge and comprehensive solutions that First Financial Bank offers that involve deposit, credit, and investment components.
• Proactively sets calling strategies within the Region to follow up on leads to establish opportunities that drive new connections and opportunities that lead to new clients, anchored with a core checking account or operating account.
• Participates in bank marketing and sales promotions, especially within the District and assigned Region; contributing to initiatives and programs designed to promote organization’s strategic priorities.
• Maintain and complies with all bank, loan, and regulatory guidelines and policies.
• Be the point of contact for local bankers, specialists, and partners, providing coaching, feedback, and knowledge on how a Preferred Banker relationship can benefit clients and business owners.
• Actively seek opportunities to develop and maintain their book of client relationship to be the primary connection and advocate for clients and business owners by listening, educating, advising, and guiding them towards their financial goals.
• Engage consistently the Region’s Business Specialists and Commercial Officer to assist and develop opportunities with existing business owner clients and external prospects, being the point of contact for small to mid-size company owners that can benefit from an advisory-based relationship with a Preferred Banker
• Model the way and take a proactive approach with peers and teammates within the District and Financial Centers to improve knowledge and execution in engaging affluent clients and uncovering opportunities.

Skills

Client relationship management

Sales and service excellence

Communication (verbal & written)

Time management

Independent work style

Team collaboration

Mentoring/coaching

Education

Bachelor’s Degree or equivalent experience

FPQP or higher / CFP/CWS/ChFC pursuit

Job description

First Financial Bank is seeking a Preferred Banker to lead relationship development for affluent clients within the Wealth and Investment Division. You will define client plans, coordinate with partners, and deliver holistic financial solutions including banking and investment services.

You will engage with regional specialists, pursue new business opportunities, and maintain strong community presence while meeting regulatory guidelines and performance goals.