Client Engagement Specialist at Maine Community Bank

Portland, Maine, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Aug, 26

Salary

0.0

Posted On

01 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Building, Communication, Project Management, Program Coordination, Employee Engagement, Financial Wellness, CRM Systems, Microsoft Office, Reporting, Collaboration, Organizational Skills, Attention To Detail

Industry

Banking

Description

Description 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

Responsibilities

The role focuses on managing client growth and engagement initiatives, specifically the myMoney@Work and financial wellness programs. It also involves overseeing the internal referral program and supporting cross-business line collaboration through Coffee Club meetings.