Centennial Bank And Trust Retirement Communication and Education Specialist (remote Avai in Denver, Colorado
Citywide Banks is a growing dynamic organization with many locations offeringuniquely different banking and financial solutions for businesses and personalclients. As a performance driven company, we strive to create a culture ofexcellence with high standards, and high values while providing outstandinggrowth and involvement opportunities for employees. Join a team that makes"Great Things Happen!"The Retirement Communication and Education (CandE) Specialist supports thedevelopment of programs which reach out to retirement plan sponsors andparticipants of the wholly-owned subsidiary banks of Heartland FinancialUSA, Inc. This position is the key developer of content related to theRetirement Plan Services (RPS) team. This role serves as the main liaisonbetween RPS and Marketing to consult on the design and production of marketingcollateral and provides support for sales in the preparation of proposalpresentations, benchmarking analyses, and prospecting research. Asneeded, this individual works on projects and assignments outside CandE tosupporPrimary ResponsibilitiesManages writes, edits and ensures the accuracy of communication andmarketing material for RPS. This includes items such as sales collateral,quarterly newsletters, global Plan sponsor/Participant communications,participant education and enrollment materials.Establishes, maintains and continues to evolve a virtual participanteducation program to increase employees' preparedness for a successfulretirement, including but not limited to:Enrollment and ongoing education presentations which highlight plan featuresand encourage participation and utilization of the RPS web site for planparticipantsSeries of educational modules provided to participants in retirement plans,financial literacy webinars and communications.Responsible for the overall customer experience of the RPS web sites;ensuring ease of use and access, up-to-date information and branding.Serves as the RPS liaison with Heartland Marketing Department on the designand production of marketing collateral.Provides support to RPS business development officers in preparing informationused in sales presentations, such as RFP's, benchmarks and proposals.Completes projects and assignments for RPS as requested by departmentmanagers.Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training asassigned and keeps up-to-date knowledge of BSA as it relates to the jobfunctioQualificationsBachelor's Degree3-5 years experience creating and managing marketing collateral for financialservicesWell versed in Qualified Plans and retirement planning conceptsDemonstrated skills and experience creating high impact messages andpresentationsAdvanced skills in presentation and educational software; e.g.,Camtasia, PowerPointKnowledge of business analytics associated with marketing campaignsExcellent attention to detail, including strong writing, editing andproofreading skillsExcellent organization and planning skills; time and project management.Ability to build relationships, establish trust, and work collaborativelywith co-workers, internal clients and other stakeholders at all levelsDemonstrated ability to actively listen to others and effectively articulateand translate ideas, terms, and concepts for the position's specializedbusiness lineDemonstrate a balance of strategic thinking, analytical reasoning, andprocess management skillsAbility to work alone to get the job done as well as with a team to meetdeadlinesScheduled Weekly Hours:40Time Type:Full timeWe are an Equal Opportunity Employer and will consider all qualifiedapplicants for the position without regard to race, color, religion,sex, national origin, disability or protected veteran status.