Keybank
FinancialWellnessAssociate
“Financial Wellness Associate at Keybank. Skills: Client servicing, Financial wellness, Sales, Relationship management. Process financial service transactions. Identify opportunities to deepen client relationships”
What You'll Achieve.
Support branch performance; Consistently attains individual activity, behavior, and outcome goals and expectations.
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.
Process financial service transactions
Identify opportunities to deepen client relationships
Resolve client servicing issues
Provide financial wellness recommendations
Attain individual activity goals
Participate in morning huddles
Follow compliance procedures
Develop partnerships with teammates
Maintain knowledge of product guides
How You'll Work.
Team & Collaboration
Works closely with branch leadership and teammates; Develops partnerships with branch teammates and line of business partners
Communication Scope
communication; trust-building; relationship management skills
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