Financial Wellness Banker - Gig Harbor, WA
Company: KeyBank
Location: Gig Harbor
Posted on: May 16, 2022
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Job Description:
Location:5055 Borgen Boulevard - Gig Harbor, Washington 98332Gig
Harbor North BranchThe Financial Wellness Consultant (FWC) role
(similar to a Universal Banker) is a Banker who also conducts
Teller transactions to build relationships and uncover
opportunities. Financial Wellness education is a big opportunity in
our communities. In response to that need, Key's branches have
become more advice-centered. We equip our FWCs with a
state-of-the-art digital tool that empowers FWCs to have deeper
conversations with clients. This tool allows us to deliver expert
advice to our clients and gets them thinking about important
questions related to their finances. FWCs are expected to conduct
lead outreach and to process client service transactions to uncover
opportunities.The financial wellness platform does the heavy
lifting in these conversations. You don't have to be a financial
expert to be a successful FWC, you just need to have a strong
desire to help people make better financial choices and be good at
starting conversations, quickly building a rapport, and asking
deeper questions. You really need to love the sales process, be
genuinely curious, and have strong time management skills to
balance sales and client service support in this role. Every day is
different, and the role is best for someone who thrives on variety
and challenge.If you have a passion for financial wellness, helping
others, and making a difference in your community, this role could
be for you.What It's Like to Work with Us:Our branches are like
families, typically small tight-knit groups. KeyBank employees
share a passion for helping our communities thrive. Joining a Key
branch means joining a family with a singular goal - to help people
and local businesses improve their financial outlook. Our branch
employees share many great stories about how they have empowered
clients to make better, more confident financial decisions.. We do
work that matters.Essential Job Functions:Driving financial
wellness conversations with clients (both impromptu and through
appointment setting); educating them on our products and services
and achieving sales goals.This role is fast-paced. There is little
idle time and you will be interacting with people all day- in
wellness conversations, processing transactions, or greeting
clients as they arrive.Consistently providing exceptional client
experience by helping to create a welcoming environment in our
branches.FWCs are a client concierge - providing both transactional
and account opening services to clients.One of the most challenging
parts of this role is time management. A successful FWC needs to be
a self-starter that manages their time wisely. You will be
supported but you will own your days and will need to seek out
opportunities to contribute to branch operations while also meeting
sales goals.To be successful in this role you'll need to pick up
the phone and get out into the field - canvassing, setting
appointments, calling on local businesses and existing book of
business.Developing strong partnerships with colleagues across
various lines of business.Ensuring compliance with operational,
security and audit procedures and policies including appropriate
documentation of client interactions.What You'll Get from This
Opportunity:Our total incentive compensation plan is highly
competitive (salary + generous bonuses for high
performers).Competitive pay and unique benefits - 401(k) matching
(dollar-for-dollar up to 6%), profit sharing, generous PTO, fitness
and tuition reimbursement, and so much more.You will build broad
knowledge of retail banking and financial services products and
services and will develop relationships across business lines. Many
career paths will be available to you in this role (e.g., Financial
Advisor, Branch Manager, Mortgage Lender, etc.). We look for people
who are willing to make a commitment to the role for a couple of
years and we enable interested employees to advance their career as
they learn and develop.Paid job training and access to a library of
specialized professional development and training courses.Access to
a formal enterprise mentoring program.There is a lot of daily
variety in this role.We give you access to powerful centers of
influence that will help set you up for success, if you build and
nurture those relationships.A formal enterprise mentoring
program.Other performance-based rewards.Required
Qualifications:High School Diploma, GED or equivalent experience.1
year of experience in developing current and new customer
relationships and building referral sources.Demonstrated experience
with business partner collaboration and networking.Sales-oriented
mindset, confident with making outbound calls, being persuasive and
overcoming objections.Experience in a team-based environment with
proven communication, collaboration, and customer service
skills.Comfort with the branch operations role (e.g., audits,
balancing the vault, comfort handling large amounts of
cash).Working knowledge of PCs (MS Windows and Office Products
including Word, Excel, etc.) and digital technology (mobile, apps,
web-based browsing).Ability to work branch hours, which may include
Saturday mornings.Must have access to reliable transportation to
facilitate travel outside of the branches, including outside sales
calls.Physical Requirements: Frequent mobility (5-8 hours) in an
office setting, ability to communicate face to face and on the
phone with clients, frequent use of hands to manipulate/grasp
objects, occasional bending and lifting from floor height, frequent
lifting of 1 - 10 lbs., occasional lifting of up to 30
lbs.Employees 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.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 HR_Compliance@keybank.com.
Keywords: KeyBank, Seattle , Financial Wellness Banker - Gig Harbor, WA, Accounting, Auditing , Gig Harbor, Washington
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