What are the responsibilities and job description for the Financial Services Professional position at KeyBank?
Responsibilities
">- Assume responsibility for the efficient, effective, and accurate performance of teller functions.
- Proactively work to identify and resolve client servicing issues, escalating as needed.
- Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker.
- Assist clients in achieving their financial goals and objectives through the use of financial wellness tools.
- Participate in morning huddles and end of day debriefs.
- FOLLOW complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
