Client Sales Specialist - West Jordan, UT
Company: KeyBank
Location: West Jordan
Posted on: May 12, 2022
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Job Description:
Location:1435 W 9000 Street - West Jordan, Utah 84088The
Financial Wellness Consultant (FWC) role (similar to a Universal
Banker) is a Banker who also conducts Teller transactions to build
relationships and uncover opportunities. Financial Wellness
education is a big opportunity in our communities. In response to
that need, Key's branches have become more advice-centered. We
equip our FWCs with a state-of-the-art digital tool that empowers
FWCs to have deeper conversations with clients. This tool allows us
to deliver expert advice to our clients and gets them thinking
about important questions related to their finances. FWCs are
expected to conduct lead outreach and to process client service
transactions to uncover opportunities.The financial wellness
platform does the heavy lifting in these conversations. You don't
have to be a financial expert to be a successful FWC, you just need
to have a strong desire to help people make better financial
choices and be good at starting conversations, quickly building a
rapport, and asking deeper questions. You really need to love the
sales process, be genuinely curious, and have strong time
management skills to balance sales and client service support in
this role. 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, and making a difference in your
community, this role could be for you.What It's Like to Work with
Us:Our branches are like families, typically small tight-knit
groups. KeyBank employees share a passion for helping our
communities thrive. Joining a Key branch means joining a family
with a singular goal - to help people and local businesses improve
their financial outlook. Our branch employees share many great
stories about how they have empowered clients to make better, more
confident financial decisions.. We do work that matters.Essential
Job Functions:---Driving financial wellness conversations with
clients (both impromptu and through appointment setting); educating
them on our products and services and achieving sales goals.---This
role is fast-paced. There is little idle time and you will be
interacting with people all day- in wellness conversations,
processing transactions, or greeting clients as they
arrive.---Consistently providing exceptional client experience by
helping to create a welcoming environment in our branches.---FWCs
are a client concierge - providing both transactional and account
opening services to clients.---One of the most challenging parts of
this role is time management. A successful FWC needs to be a
self-starter that manages their time wisely. You will be supported
but you will own your days and will need to seek out opportunities
to contribute to branch operations while also meeting sales
goals.---To be successful in this role you'll need to pick up the
phone and get out into the field - canvassing, setting
appointments, calling on local businesses and existing book of
business.---Developing strong partnerships with colleagues across
various lines of business.---Ensuring compliance with operational,
security and audit procedures and policies including appropriate
documentation of client interactions.What You'll Get from This
Opportunity:---Our total incentive compensation plan is highly
competitive (salary + generous bonuses for high
performers).---Competitive pay and unique benefits - 401(k)
matching (dollar-for-dollar up to 6%), profit sharing, generous
PTO, fitness and tuition reimbursement, and so much more.---You
will build broad knowledge of retail banking and financial services
products and services and will develop relationships across
business lines. Many career paths will be available to you in this
role (e.g., Financial Advisor, Branch Manager, Mortgage Lender,
etc.). We look for people who are willing to make a commitment to
the role for a couple of years and we enable interested employees
to advance their career as they learn and develop.---Paid job
training and access to a library of specialized professional
development and training courses.---Access to a formal enterprise
mentoring program.---There is a lot of daily variety in this
role.---We give you access to powerful centers of influence that
will help set you up for success, if you build and nurture those
relationships.---A formal enterprise mentoring program.---Other
performance-based rewards.Required Qualifications:---High School
Diploma, GED or equivalent experience.---1 year of experience in
developing current and new customer relationships and building
referral sources.---Demonstrated experience with business partner
collaboration and networking.---Sales-oriented mindset, confident
with making outbound calls, being persuasive and overcoming
objections.---Experience in a team-based environment with proven
communication, collaboration, and customer service
skills.---Comfort with the branch operations role (e.g., audits,
balancing the vault, comfort handling large amounts of
cash).---Working knowledge of PCs (MS Windows and Office Products
including Word, Excel, etc.) and digital technology (mobile, apps,
web-based browsing).---Ability to work branch hours, which may
include Saturday mornings.---Must have access to reliable
transportation to facilitate travel outside of the branches,
including outside sales calls.---Physical Requirements: Frequent
mobility (5-8 hours) in an office setting, ability to communicate
face to face and on the phone with clients, frequent use of hands
to manipulate/grasp objects, occasional bending and lifting from
floor height, frequent lifting of 1 - 10 lbs., occasional lifting
of up to 30 lbs.Employees in this position are required to comply
with all rules and regulations of The Secure and Fair Enforcement
for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired
or transferring into this position will need to meet the
qualification requirements, in Key's sole discretion, under Reg. Z,
prior to acting as a loan originator in a consumer credit
transaction secured by a dwelling. Qualification requirements
include but are not limited to an assessment of overall financial
responsibility, character, and general fitness through review of a
criminal background check, credit report, and information about any
administrative, civil, or criminal findings by any government
jurisdiction.KeyCorp is an Equal Opportunity and Affirmative Action
Employer committed to building a diverse, equitable and inclusive
culture. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, veteran
status or other protected category.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 HR_Compliance@keybank.com.
Keywords: KeyBank, West Jordan , Client Sales Specialist - West Jordan, UT, Accounting, Auditing , West Jordan, Utah
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