Financial Wellness Banker

Published
March 22, 2020
Location
Noblesville, IN
Category
Job Type

Description

At Key, we have the opportunity to bring ease, value, and expertise to our clients by helping them have confidence and peace of mind to dream big thanks to a complete understanding of their financial wellness. As a Financial Wellness Consultant, you will work as part of the branch team to attract new clients to Key with our industry-leading Financial Wellness approach and work with existing clients to fill gaps in their current Financial Wellness situation, leading to client confidence in their finances. To meet client Financial Wellness needs, the Financial Wellness Consultant may complete client service transactions, introduce new products and services, manage accounts, solve complex client issues, and make appropriate referrals to the Branch Manager, Investment Services, Mortgage, Business Banking, and Private Banking based on clients’ unique needs.

ESSENTIAL JOB FUNCTIONS:

Primary Functions

  • Consistently executes Financial Wellness conversations aligned with Key’s Branch Playbook and the HelloWallet tool while delivering distinctive service and a great client experience
  • Shows proactive client focus with preset appointments and quality Financial Wellness Review conversations leading to recommendations that support clients’ Financial Wellness goals, leveraging system-generated lead lists, walk-ins, and professional contacts
  • Provides financial solutions to clients to help clients’ achieve their goals through a broad knowledge of products and services. Solutions could involve: payments, deposit, loan and investment products (with appropriate licensing)
  • Supports the branch in growing clients’ Financial Wellness Scores resulting in branch profitability
  • Completes client service transactions, identifying opportunities during the transaction to deepen and expand the client relationship
  • Helps clients understand all channels available to service them, including digital and mobile options
  • Develops strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other lines of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external Centers of Influence (COIs)
  • Identifies and resolves complex client service opportunities
  • Participates in and occasionally facilitates daily branch huddles
  • Participates in special projects, campaigns, and assignments as requested
  • Assists with coaching and training other branch professionals as needed

Risk Management

  • Ensures compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions Adhere to all applicable policies and procedures
  • Act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest of our clients and Key
  • Meet set expectations around team, accountability, and performance goals while maintaining strict adherence to risk and operational policies

Key's application process for Financial Wellness position(s) requires that you complete our Skill Match Survey. The Skill Match Survey can be taken via computer or mobile device and will take 20-30 minutes to complete. After completing the application, you will be prompted to take the Skill Match Survey.

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