Career in Financial Services

Financial Advisor Opportunity

We are seeking a Financial Advisor to join our team.

• About the Role:
• A Financial Advisor will engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in their financial wellness both in person and through proactive calling efforts.
• Main Responsibilities:
• To embody a strong client experience culture and realize its impact on their day, personally, professionally, and financially.
• To listen for clues of financial wellness opportunities during client conversations and provide effective and customized recommendations.
• To consistently attain individual activity, behavior, and outcome expectations.
• To open personal and business accounts.
• To develop strong partnerships with branch teammates and line of business partners.
• To ensure compliance with operational, risk, security, and audit procedures and policies.
• To support branch operations including assisting with client transactions on the Teller line as needed.
• To participate in and occasionally facilitate morning huddles and end of day debriefs.
• To comply with all KeyBank policies and procedures.
• Requirements:
• A High School Diploma or equivalent business experience (required) or Bachelor's Degree (preferred).
• A minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources.
• An understanding of consumer credit - including loan to value, debt to income and credit reports.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
• Demonstrated experience with influencing business partners and leveraging centers of influence.
• A working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.).
• A working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within the company.