Department: Wealth Management

Reports to: Director of Client Engagement

FLSA: Exempt

Last Modified: 5.26.26

Job Summary

The Client Engagement Specialist is responsible for supporting client growth and engagement initiatives across the Bank, with a primary focus on the myMoney@Work program, financial wellness initiatives, coffee clubs and internal referral programs. This role helps drive cross-business line collaboration, strengthen client engagement, and support programs designed to promote overall bank growth.

Essential Functions

myMoney@Work & Financial Wellness Programs

• Help manage the day-to-day coordination and execution of the myMoney@Work and financial wellness programs, including onboarding, client presentations, and ongoing relationship support for participants.
• Coordinate program logistics, scheduling, presentations, employee engagement activities, follow-up communications, and materials for sessions and events. 
• Track participation and program effectiveness metrics and assist in developing financial wellness content, tools, and educational resources.

Internal Referral Program Management

• Pull monthly reports from Ninja Forms and consolidate data into the master tracker.
• Partner with business lines to confirm referral statuses and determine payout eligibility.
• Maintain and post the updated master tracker on SharePoint.
• Prepare and submit payout information to HR for processing.
• Support the Director of Client Engagement with ongoing program needs, such as:
• Updating business line overview documents.
• Responding to employee inquiries about the referral process.
• Assisting with scheduling or coordinating referral training sessions. 
• Help develop referral campaigns, employee communications, and engagement initiatives to encourage participation 

Coffee Club / Sales Leadership Support

• Attend and support Coffee Club meetings across business lines to encourage collaboration, communication, referral activity, and interest in financial wellness initiatives. 
• Participate and take notes at Sales Leadership.
• Track participation and assist in developing engagement strategies, discussion topics, and educational content to strengthen cross-business line connectivity.

Skills, Experience & Qualifications

• Bachelor’s degree in marketing, business, communications, or related field preferred. 
• Three or more years of experience in marketing, client engagement, business development, or related field.
• Exceptional relationship-building and communication skills. 
• Demonstrated ability to manage multiple projects and priorities simultaneously. 
• Experience coordinating programs, events, or employee engagement initiatives preferred. 
• Interest in financial wellness, employee engagement, and relationship-building initiatives that support client growth and retention.
• Excellent organizational skills and attention to detail. 
• Ability to work collaboratively across departments and business lines.
• Proficiency with CRM systems, Microsoft Office, and reporting tools preferred.

Physical Requirements and Working Conditions:

• Frequent local travel throughout the Bank’s footprint
• Handling of materials up to 15 pounds periodically 
• Workspaces are generally comfortable and pleasant
• May sit or stand with freedom of movement on a regular basis