Keybank
FinancialWellnessAssociate
“Financial Wellness Associate at Keybank. Skills: client servicing, financial wellness, sales. Embody a client experience culture. process all financial service transactions”
What You'll Achieve.
Consistently attains individual activity, behavior, and outcome goals and expectations.; support branch performance; client acquisition; deepening the relationship of current clients
Industry & Context.
problem solver; resolve more complex client servicing issues
Work on Saturdays as directed by management., 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., May need to drive to multiple locations in a single day., ability to operate a motor vehicle with a valid driver's license required.
What They're Looking For.
Must Have
High School Diploma GED, or equivalent business experience, Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking., Experienced in cash handling., General understanding of PC with Windows based applications and calculator., Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key.
Nice to Have
Notary License within 180 Days
What You'll Do.
Embody a client experience culture
process all financial service transactions
identify and resolve client servicing issues
transition clients to appropriate resources
Provide financial wellness recommendations
Attain individual activity
Participate in morning huddles and debriefs
and security procedures
Develop partnerships with branch teammates
Manage internal and external centers of influence
Review and maintain knowledge of product guides
Perform other duties as assigned
Comply with all KeyBank policies
How You'll Work.
Team & Collaboration
Works closely with branch leadership and teammates; Develops partnerships with branch teammates and line of business partners; clear coordination among team members
Communication Scope
communication; trust-building; relationship management skills
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