Financial Wellness Banker - Issaquah North

Keybank National Association Issaquah , WA 98029

Posted 2 months ago

Job Description:

ABOUT THE JOB (JOB BRIEF):

At Key, we have the opportunity to bring ease, value, and expertise to our clients by helping them have confidence and the peace of mind to dream big thanks to a complete understanding of their financial wellness. As a Financial Wellness Consultant, you will work as part of the branch team to attract new clients to Key with our industry leading Financial Wellness approach and work with existing clients to fill gaps in their current Financial Wellness situation, leading to client confidence in their finances. To meet client Financial Wellness needs, the Financial Wellness Consultant may complete client service transactions, introduce new products and services, manage accounts, solve complex client issues, and make appropriate referrals to the 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's Branch Playbook and the HelloWallet tool while delivering distinctive service and a great client experience

  • Shows proactive client focus with preset appointments and quality Financial Wellness Review conversations leading to recommendations that support clients' Financial Wellness goals, leveraging system generated lead lists, walk ins, and professional contacts

  • Provides financial solutions to clients to help clients' achieve their goals through 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 resulting in branch profitability

  • Completes client service transactions, identifying opportunities during the transaction to deepen and expand the client relationship

  • Helps clients understand all channels available to service them, including digital and mobile options

  • Develops strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external Centers 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 needed

Risk Management (Review for all Branch roles)

  • Ensures compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions

  • Adhere to all applicable policies and procedures

  • Act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest of our clients and Key

  • Meet set expectations around team, accountability, and performance goals while maintaining strict adherence to risk and operational policies

Key's application process for Financial Wellness position(s) require that you complete our Skill Match Survey. The Skill Match Survey can be taken via computer or mobile device and will take 20-30 minutes to complete. After completing the application, you will be prompted to take the Skill Match Survey.

REQUIRED 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 such as tele-consulting, outside calling, prospecting and networking

  • Demonstrated experience with business partner collaboration, as this role partners with individuals such as Key Investment Services, Mortgage and Business 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-based browsing) and ability to educate clients on digital platforms and capabilities within Key

  • Ability to work branch hours to include weekends and occasional evenings

  • 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.

Note: 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.

PREFFERED QUALIFICATIONS:

  • Undergraduate degree in business related field

  • Sales experience in banking, financial, or insurance industry

  • Possesses a general understanding of operations (risk, compliance, fraud, loss)

  • Cash handling experience

  • Working knowledge of Branch Teller Workstation

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
RN Swedish Cancer Institute Issaquah

Swedish Health Services

Posted 3 days ago

VIEW JOBS 11/26/2020 12:00:00 AM 2021-02-24T00:00 Swedish Medical Center is looking for a Registered Nurse (0.9 FTE, Day Shift) to work at the Swedish Cancer Institute in Issaquah, WA. The Registered Nurse is responsible for providing nursing care adapted to individual patient needs based on the nursing process, which includes assessment, planning, implementation, and evaluation. This position is accountable and responsible on a continuing basis for planning and providing comprehensive outpatient care to patient/families with cancer being cared for by the Medical Oncology and Radiation Oncology physician(s) at the Swedish Cancer Institute In this position you will: * Collect pertinent assessment data that includes present condition, past history, physical, spiritual and psychosocial information utilizing input from patient, significant other, and/or healthcare team members as applicable. Interprets data to identify the patient's needs and potential problems. * Develop, review, and revise an individualized care plan within the time frame identified in documentation standards. Establish expected outcomes that are measurable and achievable. * Coordinate care with medical oncology, radiation oncology, infusion and other disciplines as necessary e.g. social services, hospice, assisted living, and inpatient care. * Provide office support. Assumes responsibility for management of the patient's care needs in the radiation oncologists' clinic and medical oncologist clinic as established by the patient care team. * Evaluate patient's response to care and initiates independent and/or collaborative changes where appropriate. Document changes in condition and interventions. Required qualifications for this position include: * Nursing degree/diploma upon hire * All Registered Nurses (RN) without a minimum of a Bachelor's degree in Nursing (BSN) must obtain a Bachelor's degree in Nursing or higher within 6 years of hire * A RN with 20 years of RN experience will not be required to obtain a BSN * Current license to practice as a Registered Nurse in the State of Washington * Current Basic Life Support (BLS) for Health Care Providers required at time of hire from American Heart Association (AHA) or Military Training Network (MTN) * ACLS required within 3 months of hire or transfer to Medical Oncology * Chemotherapy certification * Twelve (12) months acute care experience working with the patient population similar to department of hire or completion of the specialty residency located at that facility Preferred qualifications: * Bachelors of Nursing degree (BSN) * Oncology Certified Nurse certification * IV Therapy certification About the First Hill Campus The 697-bed tertiary-care center on the Swedish/First Hill campus is the flagship of the Swedish health-care system. Swedish/First Hill has one of the most active and advanced birthing programs in Washington state and houses a Level III neonatal intensive-care unit. More surgeries are performed each year at Swedish/First Hill than at any other facility in the region; volumes include more total joint replacements than any other medical center in the state. https://www.youtube.com/watch?v=kxceVxu1oWQ Swedish Health Services Issaquah WA

Financial Wellness Banker - Issaquah North

Keybank National Association