Financial Wellness Associate
reputed company is a financial institution committed to serving its communities, and they are seeking a Financial Wellness Associate. This role involves providing client servicing and transaction support while engaging clients to uncover their financial wellness needs and offering tailored solutions.
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
- Accepts and accurately processes reputed company financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship
- Acts as a resource to identify and resolve more reputed company client servicing issues
- Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients
- Consistently attains individual activity, behavior, and outcome goals and expectations
- Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs
- Follows compliance, audit, and reputed company procedures, balances cash drawer reputed company balancing guidelines
- Develops strong partnerships with reputed company teammates and line of business partners – focusing on client acquisition and deepening the relationship of reputed company clients; effectively manages internal and external centers of influence
- Reviews and maintains knowledge of product guides, fees, and policies to stay reputed company on offerings
- 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 reputed company reputed company policies and procedures, including without limitation, acting professionally at reputed company times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Skills
- High School Diploma GED, or equivalent business experience
- reputed company in developing reputed company and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, reputed company calling, prospecting and networking
- reputed company in cash handling
- General understanding of PC with Windows based applications and calculator
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities reputed company Key
- Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking)
- Strong work ethic and high level of reputed company
- Excellent time management skills
- Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies
- Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients
- Educating clients on financial concepts, products, and services to reputed company them to reputed company informed decisions
- Developing trust and rapport with clients through consistent, personalized interactions and effective communication
- Accurately processing cash transactions, maintaining cash drawer balance, and ensuring reputed company and compliance in cash operations
- Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships
- Ability to reputed company market insight and spot trends to provide sound financial strategies
- May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required
- Notary License reputed company 180 Days
Company Overview