Financial Wellness Banker - Longmont, CO
Company: KeyBank
Location: Longmont
Posted on: March 19, 2023
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Job Description:
Location:2361 Clover Basin Drive - Longmont, Colorado 80501Job
SummaryBe 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.ResponsibilitiesEmbodies 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
debriefsPerforms other duties as assigned; duties, responsibilities
and/or activities may change or new ones may be assigned at any
time with or without noticeComplies 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 QualificationsHigh School Diploma , GED or equivalent
experience (required)Experience QualificationsBilingual -
Spanish1-3 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 CertificationsNotary License
(preferred)Mortgage Loan Officer/Loan Officer (MLO/LO)
ClassificationEmployees in this position are required to comply
with all rules and regulations of The Secure and Fair Enforcement
for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired
or transferring into this position will need to meet the
qualification requirements, in Key's sole discretion, under Reg. Z,
prior to acting as a loan originator in a consumer credit
transaction secured by a dwelling. Qualification requirements
include but are not limited to an assessment of overall financial
responsibility, character, and general fitness through review of a
criminal background check, credit report, and information about any
administrative, civil, or criminal findings by any government
jurisdiction.Tactical SkillsIs knowledgeable about the client's
accounts and business with the bank and uses sound judgment with
customers and transactionsDemonstrated ability to attain sales and
referral goals through preset appointments and quality
conversations leading to recommendations that support clients'
financial wellness goals, leveraging system generated lead lists,
walk ins, and professional contactsExhibits 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
integrityExcellent Time management skillsPersonal
SkillsAdaptability: Demonstrates a willingness to listen to other
opinions and adjusts to new or changing assignments, processes, and
people while avoiding snap reactionsCollaboration: Demonstrates
experience in participating in productive collaborative processes
that help solve business problems and meet business goalsCritical
Thinking: The ability to identify, obtain, and organize relevant
data and ideas and prioritize concerns in the decision-making
processDecision 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 outcomesEmotional
Intelligence: Identifies relevant EI components, practices,
benefits, and development venues and discusses issues and
considerations needed to advance one's own EI maturityPractical
SkillsBusiness Acumen: Participates in business tasks to get things
done in own business unit and communicates key considerations for
business decision-making processesOral & Written Communication:
Possesses the ability to adapt listening and facilitation style to
others' communication styles and uses various approaches
appropriately and effectivelyRisk Management: Implements or manages
risk management for own business unit and documents key steps of
the risk management process and associated proceduresStorytelling:
Demonstrates basic storytelling principles to create compelling
stories that will positively influence clients and potential
clientsChange Navigation: Articulates the rationale for, and
positive and negative consequences of change so as to help others
adapt; encourages exploration of non-traditional ideas by team
members leveraging the concept of continuous improvementCore
CompetenciesAll KeyBank employees are expected to demonstrate Key's
Values and sustain proficiency in identified Leadership
Competencies.Physical DemandsConsumer Retail - 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.Driving RequirementsAbility to occasionally operate
a motor vehicle with a valid driver's license.COMPENSATION AND
BENEFITSThis position is eligible to earn a base hourly rate in the
range of $22 to $25 per hour depending on location and job-related
factors such as level of experience. Compensation for this role
also includes short-term incentive compensation subject to
individual and company performance.Please click here for a list of
benefits for which this position is eligible.KeyCorp is an Equal
Opportunity and Affirmative Action Employer committed to building a
diverse, equitable and inclusive culture. All qualified applicants
will receive consideration for employment without regard to race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, veteran status or other protected
category.Qualified individuals with disabilities or disabled
veterans who are unable or limited in their ability to apply on
this site may request reasonable accommodations by emailing .
Keywords: KeyBank, Longmont , Financial Wellness Banker - Longmont, CO, Accounting, Auditing , Longmont, Colorado
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