Financial Wellness Consultant

KeyBank NA • Mason, OH • 3h ago

Location:
6643 Western Row Road - Mason, Ohio 45040
This is a hire-ahead role and will require flexibility to work at all area branches
Job 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
3+ years experience 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

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