ManpowerGroup Financial Wellness Banker - Harleysville, PA in Harleysville, Pennsylvania
278 Main Street - Harleysville, Pennsylvania 19438
ESSENTIAL JOB FUNCTIONS
The Financial Wellness Associate, through providing excellent client service, execution of the Branch Playbook and Financial Wellness Reviews helps clients achieve their financial goals. The FWA ensures compliance requirements and client service objectives are met; the FWA will assist branch team to perform account openings, maintenance activities and complex client account issues. All Branch team members are expected to act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest our clients and Key.
Primary Functions- Client Servicing
*Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship
*Maintains responsibility for cash drawer and follows proper balancing procedures
*Acts as a resource to identify and resolve more complex client servicing issues
*Listen for clues for Financial Wellness opportunities during client conversations and then appropriately transition the clients to a Financial Wellness Review either individually or through a Branch team member
*Provides effective and customized Financial Wellness recommendations to clients
*Helps clients understand all channels available to service them, including alternative delivery channels, digital and mobile options
*Supports assigned branch operational duties, which are shared among branch team members
*Ensures a pristine client experience through a positive attitude, client greeting, and distinctive experience
*Supports the Branch Manager in onboarding and training of new team members
Secondary Functions- Financial Wellness Reviews
*Consistently executes Financial Wellness conversations aligned with Key's Branch Playbook while delivering distinctive service and a great client experience
*Shows proactive client focus with preset appointments and quality Financial Wellness Review conversations leading to recommendations that support clients' Financial Wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
*Develops strong partnerships with Branch teammates, Experience Leaders, Financial Advisors, Mortgage Loan Officers, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external Centers of Influence (COIs)
*Participates in and occasionally facilitates daily branch huddles
*Understand goals and objectives for the branch
*Review and maintain knowledge of product guides, fees and policies to stay current on offerings
*Ensure compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions
*Adhere to all applicable policies and procedures
*Act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest of our clients and Key
*Meet set expectations around team, accountability, and performance goals while maintaining strict adherence to risk and operational policies
*Passion for creating a great client experience.
*High School Diploma, GED or equivalent business / operational experience
*1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking
*Strong knowledge of branch operations
*Excellent communication skills and ability to work in a team environment
*Demonstrated organizational skills while managing multiple tasks, including attention to detail
*Strong team player
*Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.)
*Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key
*Demonstrated ability to lead, motivate, and foster teamwork
*Ability to work branch hours to include weekends and occasional evenings
*Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls
*Physical Requirements include: Frequent mobility (5-8 hours per day) 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 forward reach, frequent lifting of 1- 10 lbs., occasional lifting of up to 30 lbs.
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 .
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
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