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Financial Wellness Banker
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- Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.
- The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts.
- 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.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
- Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity
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