Financial Wellness Banker-Castle Pines Branch - (Castle Rock, CO)

ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease, value, and ability to our clients by helping them have confidence and the peace of mind to dream big thanks to a complete understanding of their financial wellness. As a Financial Wellness Consultant, you will work as part of the branch team to attract new clients to Key with our industry leading Financial Wellness approach and work with existing clients to fill gaps in their current Financial Wellness situation, leading to client confidence in their finances. To meet client Financial Wellness needs, the Financial Wellness Consultant may complete client service transactions, introduce new products and services, manage accounts, solve complex client issues, and make appropriate referrals to the Branch Manager, Investment Services, Mortgage, Business Banking, and Private Banking based on clients unique needs. ESSENTIAL JOB FUNCTIONS: Primary Functions