Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease, value, and expertise 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 • Consistently executes Financial...
Oct 28, 2020
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease, value, and expertise 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 • Consistently executes Financial...
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a full-time Branch Banking Associate Regional Resource Team (RRT) member, you will engage in proactive sales and customer service activities including teller transactions, selling bank products and developing referral opportunities. You will be part of the Regional Resource Team, based in Worthington, OH, to support multiple branches in PNC's Columbus North Retail Market. Job Description Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates...
Sep 02, 2020
Full time
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a full-time Branch Banking Associate Regional Resource Team (RRT) member, you will engage in proactive sales and customer service activities including teller transactions, selling bank products and developing referral opportunities. You will be part of the Regional Resource Team, based in Worthington, OH, to support multiple branches in PNC's Columbus North Retail Market. Job Description Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates...