Keybank
FinancialWellnessAssociate
“Financial Wellness Associate at Keybank. Skills: client servicing, financial wellness, sales, relationship management. Embody client experience culture. Process financial service transactions”
What You'll Achieve.
Consistently attains individual activity, behavior, and outcome goals and expectations.; prioritize high-impact activities; 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., May need to drive to multiple locations in a single day., Ability to operate a motor vehicle with a valid driver's license required., 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.
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 client experience culture
Process financial service transactions
Resolve client servicing issues
Identify financial wellness opportunities
Provide financial wellness recommendations
Attain individual activity goals
Participate in morning huddles
Follow compliance procedures
Develop partnerships with teammates
Maintain knowledge of product guides
Comply with 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; Promoting and supporting clients' overall financial health; Developing trust and rapport with clients; communication, trust-building, and relationship management skills
Communication Scope
communication; effective communication
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