Financial Wellness Banker

Location :

185 South State Street - Orem Utah 84057-0127

Job Summary

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 clients financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals leading to client confidence in their finances. Strong and effective teamwork paired with communication polish and confidence are critical for this role. At KeyBank we believe its our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

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 client conversations both impromptu and through appointment setting and provide effective and customized financial wellness recommendations to clients.
• Consistently attains individual activity behavior and outcome expectations.
• Accepts and accurately processes all financial service transactions while identifying opportunities during the transaction to deepen and expand the client relationship.
• 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 security and audit procedures and policies including appropriate documentation of client interactions.
• Participate in and occasionally facilitate morning huddles and end of day debriefs
• 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 Keys clients and Key.

Education Qualifications

Experience Qualifications

Licenses and Certifications

Tactical Skills

Personal Skills

Practical Skills

Core Competencies

Physical Demands

Driving Requirements

Job Posting Expiration Date : 10 / 17 / 2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

Key Skills

Sales Experience,Presentation Skills,Financial Services,Customer Service,Financial Acumen,Fraud,Math,Military Experience,Banking,Upselling,Cash Handling,RMF

Employment Type : Full-Time

Experience : years

Vacancy : 1