- 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 settings 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 notice
- 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.
- High School Diploma, GED or equivalent experience (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)
- Notary License (preferred)
- 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 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
- Adaptability: Demonstrates a willingness to listen to other opinions and adjust 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 stand-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
- Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
- Oral & Written Communication: Possesses the ability to adapt listening and facilitation styles to others' communication styles and uses various approaches appropriately and effectively
- Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
- Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
- Change 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 improvement
- All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
- Consumer 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.
- Ability to occasionally operate a motor vehicle with a valid driver's license.
-
Beauty and Wellness Consultant
Found in: Lensa US 4 C2 - 16 hours ago
Walgreen Co Livonia, United StatesMaximizes sales and brand awareness by providing exceptional customer care to all customers in a friendly, efficient, and professional manner; gives impartial, personalized, expertise and advice regardless of brand and budget. Demonstrates a passion Beauty, Consultant, Wellness, ...
-
Financial Wellness Consultant
Found in: Talent US C2 - 1 day ago
KeyBank Livonia, United States Full timeJob 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 a ...
-
Financial Wellness Consultant
Found in: Betterteam US S2 T2 - 3 weeks ago
KeyBank Dearborn, United States Full timeJob 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 ...
-
Personal Shopper for color and morphology study, creation of outfits"
Found in: Handyman CS US - 5 days ago
beBee Handyman Duncanville, TX, United States FreelanceLooking for help to learn how to dress and choose clothes that fit me well in Duncanville, TX. I am overweight.Type of personal shopper requested · Fashion personal shopper (clothing and personal image advisor) · What do you need from the personal shopper? · Color and body shape ...
-
Dermatopathology Faculty
Found in: Recruitics US JB C2 - 4 weeks ago
AMN Healthcare Ann Arbor, United States Full timeJob Description & Requirements · Dermatopathology Faculty · StartDate: ASAP · The Department of Pathology at Michigan Medicine seeks a skilled dermatopathologist trained in pathology or dermatology to join its team. This excellent 100% dermatopathology role offers a harmonious wo ...
-
Building Enclosure Project Engineer
Found in: Appcast US C2 - 6 days ago
FST Technical Services Ann Arbor, United StatesAbout Us: · FST Technical Services Commissioning Division is one of the leading commissioning firms in the country, our senior staff members have been vocal in the commissioning process since 1995 with multiple senior members of the BCxA coming from our ranks. Our firm is going t ...
-
Board Certified Behavior Analyst
Found in: Appcast Linkedin GBL C2 - 2 days ago
Behavior Consultants, Inc Ann Arbor, United StatesYou must be a Board Certified Behavior Analyst (BCBA) to apply. · Behavior Consultants, Inc. has been providing behavior analytic services for individuals with traumatic brain injuries and/or autism and their families for over 30 years and continues to be owned and managed by Be ...
-
Urologist Telehealth
Found in: ZipRecruiter Test10S US C2 - 4 hours ago
Bastion Health Ann Arbor, United StatesJob Description · Job DescriptionUrologist Telehealth Passionate about improving Men's HealthWe are looking for a 100% Remote Urologist eager to be at the forefront of a new model of care delivery that leverages telemedicine to challenge the status quo in men's healthcare and ach ...
-
Investments Operations Consultant
Found in: Jobget US C2 - 45 minutes ago
Fidelity Investments Ann Arbor, MI, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
-
Wealth Management Consultant
Found in: Jobget US C2 - 42 minutes ago
Fidelity Investments Ann Arbor, MI, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
-
Database Engineer
Found in: Appcast US C2 - 2 days ago
CMK Resources, Inc. Ann Arbor, United StatesCMK Resources is seeking a Database Engineer to design stable and reliable databases, according to our client's needs. You will be responsible for developing, testing, improving, and maintaining new and existing databases to help users and applications retrieve data effectively. ...
-
Investment Consultant
Found in: Appcast US C2 - 6 days ago
Fidelity TalentSource LLC Ann Arbor, United StatesJob Description: · Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importan ...
-
WMS Analyst
Found in: Appcast Linkedin GBL C2 - 3 days ago
Longbow Advantage Ann Arbor, United StatesLongbow Advantage is a trusted supply chain partner to various Fortune 500 companies across North America and Europe. Since 2002, we have been experts in warehouse and workforce management implementations, upgrades, and integrations. More recently, we launched the Rebus Platform, ...
-
Lead Consultant, Investigation and Remediation
Found in: Lensa US 4 C2 - 1 day ago
Ramboll Group A/S Ann Arbor, United StatesLead Consultant, Investigation and Remediation · Applicants must be currently authorized to work in the United States on a full-time basis. No sponsorship is available for this position. · Ramboll has adopted a hybrid model, with a combination of remote and in-person working. A ...
-
Early-Career Environmental Engineer
Found in: Lensa US 4 C2 - 2 days ago
Geosyntec Consultants Ann Arbor, United StatesOverview: · Do you want to build an impactful career to change the world for the better? · Geosyntec has an exciting opportunity for an Early-Career Environmental Engineer as part of our contaminated site assessment and remediation practice in our Ann Arbor or Detroit, Michigan ...
-
Sales Manager
Found in: Lensa US 4 C2 - 5 days ago
J. Galt Ann Arbor, United StatesPosition Summary: Our Sales Manager has managing partner · responsibilities for a team of 5-25 Executive Consultants in marketing J. · Galt's SaaS memberships and consulting services. In addition, the Managing · Partner/Sales Manager represents J. Galt in attracting membership ...
-
Consultant
Found in: Lensa US 4 C2 - 1 day ago
NSF Ann Arbor, United StatesJob Description · As the Senior Consultant FSAS, you will serve as a subject matter expert in food safety and be the primary point of contact and project manage key clients, working with the Global Senior Manager of Consulting to develop, deliver, implement, and manage consultin ...
-
Senior Project Manager
Found in: Lensa US 4 C2 - 1 day ago
HDR Ann Arbor, United StatesAbout UsAt HDR, we specialize in engineering, architecture, environmental and construction services. While we are most well-known for adding beauty and structure to communities through high-performance buildings and smart infrastructure, we provide much more than that. We create ...
-
Senior Project Manager
Found in: Lensa US 4 C2 - 2 days ago
HDR Ann Arbor, United StatesAbout Us · At HDR, we specialize in engineering, architecture, environmental and construction services. While we are most well-known for adding beauty and structure to communities through high-performance buildings and smart infrastructure, we provide much more than that. We cre ...
-
Lead Consultant, Investigation and Remediation
Found in: Lensa US 4 C2 - 1 day ago
Ramboll US Corporation Ann Arbor, United StatesCompany DescriptionJob Description · Applicants must be currently authorized to work in the United States on a full-time basis. No sponsorship is available for this position. · Ramboll has adopted a hybrid model, with a combination of remote and in-person working.A successful c ...
Financial Wellness Consultant - Ann Arbor, United States - KeyBank
Description
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 clients' 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:
Education Qualifications:
Experience Qualifications:
Licenses and Certifications:
Tactical Skills:
Personal Skills:
Practical Skills:
Core Competencies:
Physical Demands:
Driving Requirements:
Job Posting Expiration Date: 05/02/2024
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 categories. 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
About KeyBank:
Working at Key is an opportunity to join a company committed to your success and the success of the clients and communities we serve. We offer our teammates the skills, mentoring and training needed to meet their career goals and better serve our clients.