Retirement Plan Services Advsior

First Financial Bank • Cincinnati, OH • 2h ago

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. Job Profile Summary The Retirement Plan Services Advisor is primary point of contact for our clients, managing and deepening relationships within local markets while delivering exceptional service and support. The Retirement Plan Services Advisor works with clients to understand their retirement plan needs, provide tailored solutions, and ensure their satisfaction with our services. The Retirement Plan Services Advisor involves collaborating with various internal teams to enhance client experience, drive client retention, and expand our retirement plan business. Essential Functions/Responsibilities

Provide clients with expert advise on retirement plan options and strategies.

Develop and maintain strong, long-lasting client relationships within local markets.

Assist clients in understanding regulatory changes and how they impact their retirement plans.

Serve as the main liaison between the bank and its retirement plan clients.

Ensure the efficient administration of retirement plans in accordance with client requirements and regulatory standards.

Identify opportunities to expand relationship with existing clients and acquire new business.

Ensure compliance with all relevant regulations and internal policies.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

Bachelor's degree in Finance, Business Administration, or related field

Minimum of 5 years' experience in relationship management within the financial services industry, with focus on retirement plans

In-depth knowledge of retirement plan products, regulations, and industry trends

Excellent interpersonal and communication skills

Strong analytical and problem-solving abilities

Proficiency in using CRM software and other financial tools

Strong attention to detail and organizational skills

Preferred Knowledge and Skills

CFP or CRPS certification

Level of Complexity and Scope

Managing moderately complex client relationship and making decisions the impact client satisfactions and retention.

Degree of Independence and Decision-Making

Works independently to develop strategies for improving client engagement and identifying opportunities for business growth.

Required Supervisory Responsibilities

No direct supervisory responsibilities, but will lead project teams and coordinate with internal departments to achieve client objectives

Physical Requirements

Normal working office environment

Long periods of sitting at desk

Ability to multitask including phone calls and computer input simultaneously.

Communication with external clients required.

Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Pay Range $107,000/year to $142,760/year Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Be Apply here: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjg5MjIwLjEwNTA4QGJhbmthdGZpcnN0Y29tcC5hcGxpdHJhay5jb20

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