Job details
Job type full-time
Full job description
Location: for those who work at home - various, washington 98136
As a key investment services (kis) professional, the kis investment center consultant will be responsible for a book of business of key investment services clientsThis person will proactively initiate dialogue with clients in order to enhance and expand their key investment services relationship and improve client satisfaction by conducting portfolio reviews, offering financial advice, and selling investment productsAdditionally, the kis investment consultant will be a valuable partner to keybank branch team members, assisting customers with investment needs throughout the keybank branch network, and identifying cross selling opportunities for their partners across keybank’s various lines of business.
Essential job functions:
Display consultative needs-based selling skills to build rapport, strengthen and expand mass market client relationships
Proactively and reactively engage clients for the purpose of effectively cross-selling kis products and services
Perform financial planning and periodic reviews of client portfolios
Recognize the implicitly-stated and explicitly-stated need for additional products and services
Knowledgeably respond to and overcome client objections by offering solutions with options
Maintain thorough knowledge and understanding of kis products and services
Complete the sale and application processes for products and services
Recognize and effectively act upon client retention opportunities
Consistently deliver distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous
Build rapport and strengthen client relationships while servicing client needs
Research and provide verification and documentation of client issues and resolution
Act as liaison for our clients to provide first call resolution by coordinating and following up with other departments or lines of business as appropriate
Meet and exceed sales, accuracy, and efficiency goals while contributing to the overall sales success of the team, kis, and keybank
Work collaboratively in team environment to achieve team, department, and line of business commitments
Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and sales client contact strategy
Develop a strong “center of influence” strategy that leverages partnerships with the retail bank.
Act as peer partner to other kis investment center consultants, including those recently hired
Be an active and trusted “virtual” partner for keybank branch team members
Serve as a trusted resource and partner for keybank licensed bankers
Required qualifications:
Minimum 3+ years investment sales, retail or telephone sales experience required
Finra series 7, series 66 (or series 63 and series 65) registrations and applicable life/health insurance license (or able to obtain within120 days of hire)
Demonstrated success meeting established sales/referral minimum expectations, goals and other measurements
Demonstrated success in cross-selling, up-selling and sales referring
Strong knowledge of financial products and services
Work experience requiring multi-tasking and attention to detail
Demonstrated success in problem solving and resolving client issues/concerns
Ability to work in high pressure environment
Excellent phone communication skills
Strong interpersonal and written communication skills
Computer proficiency with knowledge and experience in windows environment
Knowledge of financial services computer systems
High school diploma or ged
Preferred qualifications:
Bilingual (spanish/english)
Associate’s or bachelor’s degree in related discipline
Retail bank broker-dealer sales experience
Inbound or outbound phone sales and customer service experience
Leadership or coaching experience
Keycorp is an equal opportunity and affirmative action employer committed to building a diverse, equitable and inclusive cultureAll 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 .
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