Financial Wellness Advisor (Personal Banking)

KeyCorp

Fairbanks, Northern (AK, KY)

Hybrid

USD 43,000 - 65,000

Full time

14 days+

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Job summary

KeyBank in Fairbanks, AK is seeking a Personal Banker who will engage clients in conversations to uncover financial needs and provide guidance. You will develop relationships with individuals and small businesses, promoting products and services to support financial wellness.

In this role you’ll work with branch teammates to attract new clients, service accounts, and expand existing relationships. A high school diploma or equivalent is required; notary certification is a plus.

Qualifications

High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree (preferred).
1+ years experience developing current and new customer relationships, achieving sales goals, and building referral sources.
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.

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 in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
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, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
Work on Saturdays as directed by management.
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.