Workplace Banking Relationship Manager

Jobtailor; Bridgewater (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in the United States is seeking a Workplace Member Growth & Financial Wellness professional to drive member growth through direct engagement and consultative sales strategies. You will promote a wide range of retail banking products and deliver financial wellness content to members and employer groups.

The role emphasizes CRM-driven outreach, portfolio reviews, and community engagement, with a focus on compliance and customer-centric solutions.

Qualifications

• Bachelor's degree or equivalent experience.
• Three to four years of retail banking experience with direct customer contact.
• Strong PC skills, with emphasis on Windows, Word, Excel, and Outlook.
• Exceptional written and verbal communication skills.
• Ability to build trust quickly and maintain professionalism, discretion, and emotional intelligence.
• Strong consultative sales and relationship-building abilities.
• Knowledge of regulatory and compliance requirements within financial institutions.
• Fluency in Spanish preferred.
• Financial counseling or advisory certifications are a plus.

Responsibilities

• Drive new member growth through direct engagement with members and prospective members.
• Promote checking, savings, certificate, lending, credit card, digital banking, mobile wallet, mortgage, and investment products.
• Assist in developing sales and marketing strategies to increase memberships and product penetration.
• Coordinate onsite and virtual outreach activities.
• Conduct follow-up activities to drive member growth and product acquisition.
• Identify opportunities to expand services offered to employer groups.
• Manage member and prospect databases within the CRM platform.
• Serve as primary contact for complex banking needs.
• Conduct portfolio reviews and provide informed recommendations and customized solutions.
• Resolve escalated member concerns.
• Maintain sales activity logs and produce sales and sales projection reports.
• Maintain relationships with strategic Workplace Banking partners.
• Assist in developing financial literacy strategies.
• Present webinars, seminars, workshops, digital content, and Lunch & Learn sessions.
• Conduct one-on-one financial wellness consultations.
• Participate in community events and activities.
• Report to the VP, Workplace Member Growth & Financial Wellness.
• Perform other duties as assigned.

Skills

Sales Strategy Development

Product Promotion

Portfolio Review

Financial Literacy Strategies

Data Analysis

Sales Reporting

Member Growth Strategies

Digital Banking Solutions

Financial Wellness Consultations

Customer Relationship Management

Education

Bachelor's degree or equivalent experience

Tools

Windows

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM Platforms

Job description

• Drive new member growth through direct engagement with members and prospective members


• Promote checking, savings, certificate, lending, credit card, digital banking, mobile wallet, mortgage, and investment products


• Assist in developing sales and marketing strategies to increase memberships and product penetration


• Coordinate onsite and virtual outreach activities


• Conduct follow-up activities to drive member growth and product acquisition


• Identify opportunities to expand services offered to employer groups


• Manage member and prospect databases within the CRM platform


• Serve as primary contact for complex banking needs


• Conduct portfolio reviews and provide informed recommendations and customized solutions


• Resolve escalated member concerns


• Maintain sales activity logs and produce sales and sales projection reports


• Maintain relationships with strategic Workplace Banking partners


• Assist in developing financial literacy strategies


• Present webinars, seminars, workshops, digital content, and Lunch & Learn sessions


• Conduct one-on-one financial wellness consultations


• Participate in community events and activities


• Report to the VP, Workplace Member Growth & Financial Wellness


• Perform other duties as assigned

Requirements

• Bachelor’s degree or equivalent experience required


• Three to four years of retail banking experience with direct customer contact


• Strong PC skills, with emphasis on Windows, Word, Excel, and Outlook


• Exceptional written and verbal communication skills


• Ability to build trust quickly and maintain professionalism, discretion, and emotional intelligence


• Strong consultative sales and relationship-building abilities


• Knowledge of regulatory and compliance requirements within financial institutions


• Fluency in Spanish preferred


• Financial counseling or advisory certifications are a plus

Core Competencies

Demonstrates expertise in driving member growth through direct engagement and consultative sales strategies, while maintaining strong relationships and compliance within the financial services sector. Proficient in managing member databases and delivering financial wellness consultations and educational content.

Hard Skills

• Sales Strategy Development


• Product Promotion


• Portfolio Review


• Financial Literacy Strategies


• Data Analysis


• Sales Reporting


• Member Growth Strategies


• Digital Banking Solutions


• Financial Wellness Consultations


• Customer Relationship Management

Soft Skills

• Exceptional Communication Skills


• Relationship Building


• Emotional Intelligence


• Professionalism


• Trust Building

Certifications & Qualifications

• Financial Counseling Certifications

Industry Keywords

• Retail Banking


• Financial Institutions


• Compliance Requirements


• Member Engagement


• Product Penetration


• Community Outreach


• Workplace Banking


• Member Databases


• Digital Content Delivery


• Spanish Fluency

Tools & Technologies

• Windows


• Microsoft Word


• Microsoft Excel


• Microsoft Outlook


• CRM Platforms