Location:5901 West 44th Avenue - Denver, Colorado 80212
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
n
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
Bilingual - Spanish/English (Strongly Preferred)
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 recom endations 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