Financial Wellness Banker

Location:7551 Shaffer Parkway - Littleton, Colorado 80127

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 (Required)

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 recommendations that upport

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