Financial Wellness Banker - South Boulder Branch
$22.00 - $25.00 hourly KeyBank Boulder, CO, United States
Responsibilities
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 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 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.
https://lnkd.in/eCxeSB2N
#hiring #hiringnow #job #career #success #jobopening #careeropportunity #jobseeker #work #productivity #newjob #opentowork #interview #resume #candidates #jobs #jobsearch #recruiter #recruiting #jobpostings #connections #email #linkedin #completestaffingsolutions #toponehire