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BB& Financial Wellness Consultant I - Central PA

Company: BB&T
Location: Lancaster
Posted on: November 9, 2018

Job Description:

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?
Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling . This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:
Regular
Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:
Primary focus on growing retail households through promoting and improving financial wellness, while providing meaningful value to business clients and prospects. Responsible for promoting the BB& Financial Wellness tools and resources and program benefits to companies and their employees through a variety of activities, and through referral relationships with internal and external partners. Serve as BB& Financial Wellness liaison in Community Bank Regions to create awareness of program, increase product knowledge, and foster presentation activity.

Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop call strategies with internal partners and through self-prospecting efforts. Focus efforts on Corporate and Commercial segments.
2. Identify and prioritize qualified BB& Financial Wellness company prospects.
3. Make calls to the decision-makers of companies to promote the BB& Financial Wellness benefits package and establish employee communication strategies.
4. Conduct Financial Wellness presentations and account opening sessions for employees of participating businesses, and meet behavior and sales goals.
5. Maintain comprehensive knowledge of the BB& Financial Wellness Program, account opening procedures and competitive programs and products in local markets.
6. While a specialist in BB& Financial Wellness and deposits, also act as a generalist banker and share the BB&T value story on all calls, carefully listening for other financial needs clients may have and getting them connected with the appropriate team members.
7. Develop relationships with internal partners in order to maintain their awareness of BB& Financial Wellness and foster referrals and client introductions.
8. Provide leadership and training to retail teammates to develop an extended sales force.
9. Integrate retail and business teams for seamless delivery of the Perfect Client Experience.
10. Represent the Bank through community and professional involvement in groups and associations.
11. Proactively cultivate Centers of Influence.

Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training
2. Three years of banking or financial-related work experience, or proven success in a sales-driven position
3. Proven leadership ability; ability to positively influence and gain buy-in of constituents
4. General knowledge of all services offered by BB&T
5. Understand financial needs of retail and commercial clients, and possess ability to identify/refer beneficial opportunities for these clients
6. Ability to professionally interact with senior management of large commercial and corporate companies and all segments of retail market
7. Strong organization skills
8. Ability to effectively communicate with a broad range of individuals across multiple cultural backgrounds
9. Excellent written and verbal communication skills
10. Excellent presentation skills
11. Ability to speak fluent English
12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
13. Ability to travel on a frequent basis, occasionally overnight

Desired Skills:
1. Graduate of BB&T's Leadership Development Program or similar training program at a financial institution
2. Ability to speak fluent Spanish

Keywords: BB&T, Lancaster , BB& Financial Wellness Consultant I - Central PA, Accounting, Auditing , Lancaster, Pennsylvania

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