Workplace Solutions Relationship Manager (Hybrid-- New River Valley Roanoke, Piedmont, Greater Charlottesville)

Atlantic Union Bank

  • Roanoke, VA Charlottesville, VA
  • Permanent
  • Full-time
  • 20 days ago
Description :Position DescriptionWorkplace Solutions (WS) is a Bank at Work program and sales channel focused on providing a financial wellness benefit to participating companies with a goal of earning new consumer relationships with their employees. The Workplace Solutions Relationship Manager is responsible for Workplace Solutions program implementation, effectiveness, and sales results within an assigned territory. This position sources Workplace Solutions companies through collaboration with internal commercial and consumer partners, prospecting/cold calling, centers of influence, and personal network. The Workplace Solutions Relationship Manager conducts sales presentations, follows up to enroll companies, and schedules onsite account opening sessions and financial education events at enrolled companies. This position works closely with branch WS champions and SWAT teams to achieve consumer acquisition/account opening, campaign, cross-sell and other related goals. As the WS subject matter expert, conduct program training and provide coaching for assigned branches and other internal partners.Position Accountabilities
  • Prospect and sell Workplace Solutions program to sourced companies within assigned territory.
  • Coordinate with enrolled companies, Commercial RMs and/or local branches to schedule consumer account opening events (a/k/a "onsites").
  • Conduct financial education seminars, webinars, and activities with enrolled participants and prospects. Through each employer contact, assess needs of employees to ensure the financial education seminar roadmap matches need.
  • Develop strong partnerships with line of business leaders to gain their active support in sourcing WS company prospects and partnering on financial education seminars.
  • Develop and manage a pipeline of WS company prospects through business development efforts (prospecting, cold calling, referrals, business partners, centers of influence, personal network).
  • Partner with Consumer Talent Development team to provide training to assigned branches on WS program, sales effectiveness/techniques, and presentation skills. Partner with Regional Consumer Banking Presidents and/or Market Leaders on coaching branch teammates on WS program.
  • Provide ongoing outreach relationship management to maximize sales of bank products and services to employees with enrolled companies, providing materials as needed for employers who choose to educate their employees directly on the WS Program.
  • Represent the Bank in targeted business or community organizations as well as participate in Bank-sponsored events and maintain a business referral network to advance the bank’s reputation and success.
  • Develop and implement sales plans; utilize WS and Bank marketing and collateral materials effectively; monitor WS results reporting and tracking.
  • Provide input and feedback to improve WS program; may conduct competitive shops, research, and gather intelligence about similar programs at other financial institutions.
  • Manage expenses and travel costs effectively.
  • Complete all assigned training in a timely manner (by required completion/due date).
  • Participate in meetings as required.
  • Other duties as assigned.
Organizational RelationshipThis position reports to the Director of Workplace SolutionsPosition QualificationsEducation & Experience
  • Bachelor’s Degree or equivalent work experience required
  • Five plus years of retail banking experience and/or consultative selling and client service
  • Significant experience with a Workplace Solutions / Bank at Work program
Knowledge & Skills
  • Excellent client service skills
  • Proven action-oriented leadership skills
  • Excellent oral and written communication skills
  • Excellent public speaking and presentation skills with large audiences
  • Effective negotiation skills with company decision makers
  • Ability to exercise sound business judgment
  • Proficient computer skills, including applications utilized in presentations
  • Ability to handle multiple tasks and busy calendar with attention to details
  • Flexible, able to adapt to change
  • Ability to travel throughout assigned territory based on business need
  • Evening and weekend hours required based on business need
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit-sharing bonus program. General information on our comprehensive benefits package can be found by visiting .We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.

Atlantic Union Bank