The Financial Wellness Consultant (FWC) role (similar to a Universal Banker) is a hybrid between a Teller and a Personal Banker. On any given day, you will be supporting branch growth as well executing financial wellness conversations and proactively identifying solutions that assist our clients’ Financial Wellness goals. FWCs are greeters, financial product consultants and teller line transactional support for our clients. You would also be involved in bringing new business into Key. This is a multifaceted position in a fast-paced environment. Every day is different, and the role is best for someone who thrives on variety and challenge. If you have a passion for financial wellness, helping others, making a difference in your community, and being part of a team, this role could be for you. What You’ll Get from This Opportunity: A competitive base salary + commission. Generous benefits – 401(k) matching (dollar-for-dollar up to 6%), PTO, fitness and tuition reimbursement and...
Jan 23, 2021
The Financial Wellness Consultant (FWC) role (similar to a Universal Banker) is a hybrid between a Teller and a Personal Banker. On any given day, you will be supporting branch growth as well executing financial wellness conversations and proactively identifying solutions that assist our clients’ Financial Wellness goals. FWCs are greeters, financial product consultants and teller line transactional support for our clients. You would also be involved in bringing new business into Key. This is a multifaceted position in a fast-paced environment. Every day is different, and the role is best for someone who thrives on variety and challenge. If you have a passion for financial wellness, helping others, making a difference in your community, and being part of a team, this role could be for you. What You’ll Get from This Opportunity: A competitive base salary + commission. Generous benefits – 401(k) matching (dollar-for-dollar up to 6%), PTO, fitness and tuition reimbursement and...
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. As a Lead Teller, you will report to the Branch Manager and perform the duties of a Teller. The Lead Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. The Lead Teller acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs and enhances client relationships with Key by providing distinctive quality service. In addition, the Lead Teller asks questions and listens to clients to uncover financial needs and transitions clients to a banker to further assist. The Lead Teller helps observe and provide coaching to Tellers to enhance the client experience and operational effectiveness, and is...
Jan 23, 2021
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. As a Lead Teller, you will report to the Branch Manager and perform the duties of a Teller. The Lead Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. The Lead Teller acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs and enhances client relationships with Key by providing distinctive quality service. In addition, the Lead Teller asks questions and listens to clients to uncover financial needs and transitions clients to a banker to further assist. The Lead Teller helps observe and provide coaching to Tellers to enhance the client experience and operational effectiveness, and is...
Resident LOB professional dedicated to providing support for designated Commercial Banking Relationship Team. Works within an aligned Services Team committed to overall excellence in servicing and mitigating risk in all aspects of the client relationship, including loan and deposit accounts. ESSENTIAL JOB FUNCTIONS Adheres to and supports Key’s compliance culture. Acts as a resource to the Team for all deposit and loan related compliance matters. Knowledgeable about applicable federal, state and compliance regulations., including the BSA/AML program, USA Patriot ACT, OFAC and related due diligence. Coordinates maintenance or closing of existing deposit accounts. Works in tandem with Relationship Managers, Credit partners and CCDO to ensure daily resolution to client’s overdrafts and insufficient funds. Partnership with Business Partners throughout the organization. Works closely with multiple parties including relationship team, operations partners, client, and other 3rd...
Jan 23, 2021
Resident LOB professional dedicated to providing support for designated Commercial Banking Relationship Team. Works within an aligned Services Team committed to overall excellence in servicing and mitigating risk in all aspects of the client relationship, including loan and deposit accounts. ESSENTIAL JOB FUNCTIONS Adheres to and supports Key’s compliance culture. Acts as a resource to the Team for all deposit and loan related compliance matters. Knowledgeable about applicable federal, state and compliance regulations., including the BSA/AML program, USA Patriot ACT, OFAC and related due diligence. Coordinates maintenance or closing of existing deposit accounts. Works in tandem with Relationship Managers, Credit partners and CCDO to ensure daily resolution to client’s overdrafts and insufficient funds. Partnership with Business Partners throughout the organization. Works closely with multiple parties including relationship team, operations partners, client, and other 3rd...
Resident LOB professional dedicated to providing support for designated Commercial Banking Relationship Team. Works within an aligned Services Team committed to overall excellence in servicing and mitigating risk in all aspects of the client relationship, including loan and deposit accounts. ESSENTIAL JOB FUNCTIONSAdheres to and supports Keys compliance culture. Acts as a resource to the Team for all deposit and loan related compliance matters. Knowledgeable about applicable federal, state and compliance regulations., including the BSA/AML program, USA Patriot ACT, OFAC and related due diligence. Coordinates maintenance or closing of existing deposit accounts. Works in tandem with Relationship Managers, Credit partners and CCDO to ensure daily resolution to clients overdrafts and insufficient funds. Partnership with Business Partners throughout the organization. Works closely with multiple parties including relationship team, operations partners, client, and other 3rd party. Works...
Jan 23, 2021
Resident LOB professional dedicated to providing support for designated Commercial Banking Relationship Team. Works within an aligned Services Team committed to overall excellence in servicing and mitigating risk in all aspects of the client relationship, including loan and deposit accounts. ESSENTIAL JOB FUNCTIONSAdheres to and supports Keys compliance culture. Acts as a resource to the Team for all deposit and loan related compliance matters. Knowledgeable about applicable federal, state and compliance regulations., including the BSA/AML program, USA Patriot ACT, OFAC and related due diligence. Coordinates maintenance or closing of existing deposit accounts. Works in tandem with Relationship Managers, Credit partners and CCDO to ensure daily resolution to clients overdrafts and insufficient funds. Partnership with Business Partners throughout the organization. Works closely with multiple parties including relationship team, operations partners, client, and other 3rd party. Works...
The Financial Wellness Consultant (FWC) role (similar to a Universal Banker) is a hybrid between a Teller and a Personal Banker. On any given day, you will be supporting branch growth as well executing financial wellness conversations and proactively identifying solutions that assist our clients’ Financial Wellness goals. FWCs are greeters, financial product consultants and teller line transactional support for our clients. You would also be involved in bringing new business into Key. This is a multifaceted position in a fast-paced environment. Every day is different, and the role is best for someone who thrives on variety and challenge. If you have a passion for financial wellness, helping others, making a difference in your community, and being part of a team, this role could be for you. What You’ll Get from This Opportunity: A competitive base salary + commission. Generous benefits – 401(k) matching (dollar-for-dollar up to 6%), PTO, fitness and tuition reimbursement and...
Jan 23, 2021
The Financial Wellness Consultant (FWC) role (similar to a Universal Banker) is a hybrid between a Teller and a Personal Banker. On any given day, you will be supporting branch growth as well executing financial wellness conversations and proactively identifying solutions that assist our clients’ Financial Wellness goals. FWCs are greeters, financial product consultants and teller line transactional support for our clients. You would also be involved in bringing new business into Key. This is a multifaceted position in a fast-paced environment. Every day is different, and the role is best for someone who thrives on variety and challenge. If you have a passion for financial wellness, helping others, making a difference in your community, and being part of a team, this role could be for you. What You’ll Get from This Opportunity: A competitive base salary + commission. Generous benefits – 401(k) matching (dollar-for-dollar up to 6%), PTO, fitness and tuition reimbursement and...
The Retail Intern assists new and existing clients of the Bank with account transactions and uncovers opportunities that can help improve clients Financial Wellness. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Retail Intern is a part of the branch team and through conversations with the clients uncovers financial needs, communicates opportunities and transitions clients to the branch relationship management team. Retail Intern Functions • Welcome clients, build rapport and provide outstanding service while performing account transactions. • Participate as an active member of the branch team, following the Branch Playbook. • Accept and accurately process all financial service transactions • Maintain responsibility for cash drawer and follow proper balancing procedures • Act as a resource to identify and resolve client servicing issues Build Client Rapport • Provide excellent customer service to all KeyBank clients • Greet and...
Jan 19, 2021
The Retail Intern assists new and existing clients of the Bank with account transactions and uncovers opportunities that can help improve clients Financial Wellness. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Retail Intern is a part of the branch team and through conversations with the clients uncovers financial needs, communicates opportunities and transitions clients to the branch relationship management team. Retail Intern Functions • Welcome clients, build rapport and provide outstanding service while performing account transactions. • Participate as an active member of the branch team, following the Branch Playbook. • Accept and accurately process all financial service transactions • Maintain responsibility for cash drawer and follow proper balancing procedures • Act as a resource to identify and resolve client servicing issues Build Client Rapport • Provide excellent customer service to all KeyBank clients • Greet and...
