Make Local Impact. Build Meaningful Partnerships. Grow Your Career.
Are you passionate about connecting people with resources that improve their financial lives? Do you thrive in relationship-driven roles and enjoy being out in the community? Join Pathfinder Bank as a Workplace Banking Coordinator and become a vital link between local businesses and their employees and the banking services they need most.
About the Role:
As a Workplace Banking Coordinator, you’ll lead the charge in growing and nurturing business partnerships through our Bank at Work program. This is not a desk job—you’ll be actively out in the field meeting with employers, presenting financial wellness options to their teams, and helping individuals and businesses find the right solutions for their unique needs.
Objectives:
- Build relationships with local businesses and become their go-to banking resource.
- Promote our Bank at Work program by providing onsite services like account openings, product education, and financial wellness sessions.
- Support employees in understanding their personal finance options—from checking accounts and savings tools to loan products and retirement solutions.
- Provide financial guidance to both businesses and individuals that strengthens retention and deepens client trust.
- Facilitate seamless service by acting as a liaison between the business, its employees, and the bank.
- Drive growth by identifying new opportunities to expand the Bank at Work program and deepen engagement with existing clients.
- Champion customer satisfaction and ensure services are delivered in line with compliance and regulatory standards.
- High school diploma or equivalent required.
- 5+ years of experience in business banking, financial services, or customer relationship management.
- A relationship-builder with excellent communication and interpersonal skills.
- Confidence in presenting financial solutions to individuals and business groups.
- A proactive, service-minded, and results-driven mindset.
- Strong organizational and time-management skills.
- A valid driver’s license and willingness to travel within your community.
Preferred Requirements
- An associate’s or bachelor’s degree in Business, Finance, or a related field.
- Experience launching or managing a successful Bank at Work program.