KeyCorp Financial Wellness Banker in Greenwood Village, Colorado

ABOUT THE JOB (JOB BRIEF):At Key, we have the opportunity to bring ease, value, and expertise toour clients by helping them have confidence and the peace of mind to dream bigthanks to a complete understanding of their financial wellness. As a FinancialWellness Consultant, you will work as part of the branch team to attract newclients to Key with our industry leading Financial Wellness approach and workwith existing clients to fill gaps in their current Financial Wellnesssituation, leading to client confidence in their finances. To meet clientFinancial Wellness needs, the Financial Wellness Consultant may completeclient service transactions, introduce new products and services, manageaccounts, solve complex client issues, and make appropriate referrals tothe 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 sBranch Playbook and the HelloWallet tool while delivering distinctive serviceand a great client experience Shows proactive client focus with preset appointments and quality FinancialWellness Review conversations leading to recommendations that support clientsFinancial Wellness goals, leveraging system generated lead lists, walkins, and professional contacts Provides financial solutions to clients to help clients achieve their goalsthrough 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 resultingin branch profitability Completes client service transactions, identifying opportunities duringthe transaction to deepen and expand the client relationship Helps clients understand all channels available to service them, includingdigital and mobile options Develops strong partnerships with Operations Leaders, FinancialAdvisors, Mortgage Advisors, Small Business colleagues and other line ofbusiness partners focusing on client acquisition and deepening therelationship of current clients; effectively manages internal and externalCenters 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 neededRisk Management (Review for all Branch roles) Ensures compliance with operational, security and audit procedures andpolicies including appropriate documentation of client interactions Adhere to all applicable policies and procedures Act professionally at all times, conduct business ethically, avoidconflicts of interest and act in the best interest of our clients and Key Meet set expectations around team, accountability, and performance goalswhile maintaining strict adherence to risk and operational policiesREQUIRED QUALIFICATIONS: Passion for Financial Wellness High School Diploma, GED or equivalent experience 1 year of experience in developing current and new customer relationships,achieving sales goals and building referral sources- through techniques suchas tele-consulting, outside calling, prospecting and networking Demonstrated experience with business partner collaboration, as this rolepartners with individuals such as Key Investment Services, Mortgage andBusiness Banking sales professionals based on client need Demonstrated strong customer service skills Excellent communication skills and ability to work in a team environment Working knowledge of PC (MS Windows and Office Products including Word,Excel, etc.) Working knowledge of digital technology (mobile, apps, web-basedbrowsing) and ability to educate clients on digital platforms andcapabilities within Key Ability to work branch hours to include weekends and occasional evenings Must have access to re