Financial Wellness Banker
Company: KeyCorp
Location: Washington
Posted on: November 19, 2023
Job Description:
Financial Wellness Banker page is loaded Financial Wellness
Banker Apply locations Port Orchard, WA time type Full time posted
on Posted Yesterday job requisition id R-22135 Location:1301 Bay
Street - Port Orchard, Washington 98366-5189Port Orchard BranchJob
Summary
Be a problem solver, trusted advisor, and partner to the people and
businesses in our Key Bank communities. The Financial Wellness
Consultant (FWC) is a Banker who also conducts Teller transactions
to build relationships, uncover opportunities and provide guidance
and solutions to assist in client's financial wellness in person as
well as through proactive calling efforts. FWCs will work toward
attracting new clients to Key and work with existing clients to
develop and expand relationships based on their unique financial
goals, leading to client confidence in their finances. Strong and
effective teamwork, paired with communication polish and
confidence, are critical for this role. At KeyBank, we believe it's
our opportunity and our privilege to help our clients move forward
in their financial journey. We take pride in serving our clients
and making them feel that no bank will fight harder for them.
Responsibilities
- Embodies a strong client experience culture, being present with
every client and teammate and realizing the impact we can have on
their day, personally, professionally, and financially.
- Listen for clues for financial wellness opportunities during
client conversations, both impromptu and through appointment
setting, and provide effective and customized financial wellness
recommendations to clients.
- Consistently attains individual activity, behavior, and outcome
expectations.
- Accepts and accurately processes all financial service
transactions, while identifying opportunities during the
transaction to deepen and expand the client relationship.
- Opening personal and business accounts (consumer checking,
small business, various deposit products, home equity, unsecured
lending, certificates of deposit, etc.).
- Developing strong partnerships with branch teammates and line
of business partners - focusing on client acquisition and deepening
the relationship of current clients; effectively managing internal
and external centers of influence.
- Ensuring compliance with operational, security and audit
procedures and policies including appropriate documentation of
client interactions.
- Participate in and occasionally facilitate morning huddles and
end of day debriefs
- Performs other duties as assigned; duties, responsibilities
and/or activities may change or new ones may be assigned at any
time with or without notice
- Complies with all KeyBank policies and procedures, including
without limitation, acting professionally at all times, conducting
business ethically, avoiding conflicts of interest, and acting in
the best interests of Key's clients and Key.
Education Qualifications
- High School Diploma , GED or equivalent experience
(required)
Experience Qualifications
- 1-3 years Experienced in developing current and new customer
relationships, achieving sales goals and building referral sources-
through techniques such as tele-consulting, outside calling,
prospecting and networking (required)
- Experienced in cash handling (required)
- General understanding of PC with Windows based applications and
calculator (required)
- Working knowledge of digital technology (mobile, apps,
web-based browsing) and ability to educate clients on digital
platforms and capabilities within Key (required)
- Foundational knowledge of sales and service techniques with
clients, including tele-consulting, outside calling, prospecting,
and networking. (required)
- Understanding of consumer credit - including loan to value,
debt to income and credit reports (preferred)
Licenses and Certifications
- Notary License (preferred)
Tactical Skills
- Is knowledgeable about the client's accounts and business with
the bank and uses sound judgment with customers and
transactions
- Demonstrated ability to attain sales and referral goals through
preset appointments and quality conversations leading to
recommendations that support clients' financial wellness goals,
leveraging system generated lead lists, walk ins, and professional
contacts
- Exhibits strong sales and service skills, presenting products
and services while proactively educating clients on utilizing
available access channels (ex: ATM, Online and Telephone
Banking)
- Strong work ethic and high level of integrity
- Excellent Time management skills
Personal Skills
- Adaptability: Demonstrates a willingness to listen to other
opinions and adjusts to new or changing assignments, processes, and
people while avoiding snap reactions
- Collaboration: Demonstrates experience in participating in
productive collaborative processes that help solve business
problems and meet business goals
- Critical Thinking: The ability to identify, obtain, and
organize relevant data and ideas and prioritize concerns in the
decision-making process
- Decision Making: The ability to select the right activities to
work on from a range of competing priorities and stands by
decisions in the face of conflict or unexpected outcomes
- Emotional Intelligence: Identifies relevant EI components,
practices, benefits, and development venues and discusses issues
and considerations needed to advance one's own EI maturity
Practical Skills
- Business Acumen: Participates in business tasks to get things
done in own business unit and communicates key considerations for
business decision-making processes
- Oral & Written Communication: Possesses the ability to adapt
listening and facilitation style to others' communication styles
and uses various approaches appropriately and effectively
- Risk Management: Implements or manages risk management for own
business unit and documents key steps of the risk management
process and associated procedures
- Storytelling: Demonstrates basic storytelling principles to
create compelling stories that will positively influence clients
and potential clients
- Change Navigation: Articulates the rationale for, and positive
and negative consequences of change so as to help others adapt;
encourages exploration of non-traditional ideas by team members
leveraging the concept of continuous improvement
Core Competencies
- All KeyBank employees are expected to demonstrate Key's Values
and sustain proficiency in identified Leadership Competencies.
Physical Demands
- Consumer Retail - Prolonged Standing (5-8 hours per day),
frequent use of hands to manipulate/grasp objects, ability to
communicate face to face and on the phone with clients, occasional
bending and lifting from floor height, frequent forward reach,
frequent lifting of 1 - 10 lbs., occasional lifting of up to 30
lbs.
Driving Requirements
- Ability to occasionally operate a motor vehicle with a valid
driver's license.COMPENSATION AND BENEFITSThis position is eligible
to earn a base hourly rate in the range of $22 to $25 per hour
depending on location and job-related factors such as level of
experience. Compensation for this role also includes short-term
incentive compensation subject to individual and company
performance.Please click here for a list of benefits for which this
position is eligible. KeyCorp is an Equal Opportunity and
Affirmative Action Employer committed to building a diverse,
equitable and inclusive culture . All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, disability , veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who
are unable or limited in their ability to apply on this site may
request reasonable accommodations by emailing
HR_Compliance@keybank.com . Headquartered in Cleveland, Ohio,
KeyCorp (Key) is one of the nation's largest financial services
companies. Key provides investment management, retail and
commercial banking, consumer finance and investment banking
products to individuals and companies throughout the United States
and, for certain businesses, internationally.
At Key we've made a promise to our clients that they will always
have a champion in us. To deliver on that promise, we're committed
to building a team of engaged employees who do the right thing for
our clients and help them achieve their financial goals each and
every day.
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Keywords: KeyCorp, Washington DC , Financial Wellness Banker, Accounting, Auditing , Washington, DC
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