Colorado Jobs

Colorado Jobs

Job Information

KeyCorp Financial Wellness Consultant/Universal Banker-Colorado Spri in Colorado Springs, Colorado

Posting TitleFinancial Wellness Consultant/Universal Banker-Colorado Springs AreaLocation/Division1521 South 8th St (BR), Colorado Springs, COJob DescriptionThe Financial Wellness Consultant (FWC) role (similar to a UniversalBanker) is a hybrid between a Teller and a Personal Banker.On any given day, you will be supporting branch growth as well executingfinancial wellness conversations and proactively identifying solutions thatassist our clients' Financial Wellness goals. FWCs are greeters, financialproduct consultants and teller line transactional support for our clients. Youwould also be involved in bringing new business into Key. This is amultifaceted position in a fast-paced environment. 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, making adifference in your community, and being part of a team, this role could befor you.What You'll Get from This Opportunity:A competitive base salary + commission.Generous benefits - 401(k) matching (dollar-for-dollar up to 6%),PTO, fitness and tuition reimbursement and so much more.Paid job training and access to a library of on-demand professionaldevelopment and training courses.This can be a rewarding role. The financial advice we are empowering you toshare will impact people's lives in tangible ways.An environment that sets you up for success through a customized learning pathand proprietary financial wellness technology that does the heavy lifting inguiding clients towards better financial decisions.Opportunity to participate in a formal enterprise mentoring program.Other performance-based rewards.Opportunity to build very broad knowledge ofretail banking and financial services products and services and to developrelationships across business lines. Many career paths will be available toyou in this role (e.g., Financial Advisor, Branch Manager, MortgageLender, etc.). We look for people who are willing to make a commitment tothe role for a couple of years and we enable interested employees to advancetheir career as they learn and develop.Essential Job Functions:FWCs are a client concierge - providing both transactional and account openingservices to clients.Consistently providing exceptional client experience by helping to create awelcoming environment in our branches.Encouraging financial wellness conversations with clients (both impromptuand through appointment setting); educating them on our products andservices and deliver challenging, yet achievable sales goals.One of the most challenging parts of this role is time management. Asuccessful FWC needs to be a self-starter that manages their time wisely. Youwill be supported but you will own your days and will need to seek outopportunities to contribute to branch operations while also meeting salesgoals.To be successful in this role you'll need to pick up the phone and get outinto the field - canvassing, setting appointments, calling on localbusinesses and existing book of business.Developing strong partnerships with colleagues across various lines ofbusiness.Ensuring compliance with operational, risk and audit procedures and policiesincluding appropriate documentation of client interactions.All Branch team members are expected to act professionally at all times,conduct business ethically, avoid conflicts of interest and act in the bestinterest our clients and Key.Required Qualifications:High School Diploma, GED or equivalent experience.1 year of experience in developing current and new customer relationships andbuilding referral sources.Demonstrated experience with business partner collaboration and networking.Sales-oriented mindset, confident with making outbound calls, beingpersuasive 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 thevault, comfort handling large amounts of c

DirectEmployers