Financial Wellness Banker - South Boulder Branch

Dick's Sporting Goods


Bank Teller
Dick's Sporting Goods • Black Hawk, CO, United States • via Top Peak Jobs
17 hours ago
Full–time
No Degree Mentioned
Apply on Top Peak Jobs
Job highlights
Identified by Google from the original job post
Benefits
Pay rates are competitive and calculated according to the level of expertise possessed by the employee
The 401(k) retirement plan offers employees the opportunity to save money for their future with the added benefit of receiving matching contributions from their employer
An environment that encourages teamwork and offers assistance to its workers
Responsibilities
As a Bank Teller you will: Greet everyone and proactively approach customers to support their shopping experience; Demonstrate ability to genuinely interact with customers to show passion, knowledge, dedication, and commitment in their sport or activity; Uphold company standards for merchandise presentation of the best brands in sporting goods Promote company programs; Create an inclusive store environment where everyone (associates & customers) feels welcome, safe, and is treated with respect
Join Dick's Sporting Goods in their mission to become the ultimate destination for athletes and sports enthusiasts!
The Bank Teller core responsibilities revolve around advancing customer satisfaction levels by delivering exemplary service, showcasing deep product insight, adhering to strict brand criteria, and overseeing Front-End operations with proficiency
5 more items(s)
Job description
Job Summary of Bank Teller:

Ready to take your passion for sports to the next level? As a Bank Teller you will: Greet everyone and proactively approach customers to support their shopping experience; Demonstrate ability to genuinely interact with customers to show passion, knowledge, dedication, and commitment in their sport or activity; Uphold company standards for merchandise presentation of the best brands in sporting goods Promote company programs; Create an inclusive store environment where everyone (associates & customers) feels welcome, safe, and is treated with respect. Join Dick's Sporting Goods in their mission to become the ultimate destination for athletes and sports enthusiasts!

Responsibilities of Bank Teller:
• The Bank Teller core responsibilities revolve around advancing customer satisfaction levels by delivering exemplary service, showcasing deep product insight, adhering to strict brand criteria, and overseeing Front-End operations with proficiency.
• Provide a warm reception to all patrons and actively approach customers to discern their preferences and support them during their shopping experience.
• Perform customer sales transactions and returns in accordance with established Front-End protocols.
• Establish an inviting store atmosphere that promotes inclusivity, acknowledging the importance of creating a safe and respectful environment for teammates and customers.
• Encourage a cohesive approach to supporting the team in all departments of the store.
• Follow through with any other obligations assigned by superiors.

Benefits of Bank Teller:
• Pay rates are competitive and calculated according to the level of expertise possessed by the employee.
• The 401(k) retirement plan offers employees the opportunity to save money for their future with the added benefit of receiving matching contributions from their employer.
• An environment that encourages teamwork and offers assistance to its workers.
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KeyBank


Financial Wellness Banker - South Boulder Branch
KeyBank • Boulder, CO, United States • via LinkedIn
8 hours ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Apply on Monster
Job highlights
Identified by Google from the original job post
Qualifications
High School Diploma , GED or equivalent experience (required)
1-3 years Experienced 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 (required)
Experienced in cash handling (required)
20 more items(s)
Benefits
This position is eligible to earn a base hourly rate in the range of $23 to $28 per hour depending on location and job-related factors such as level of experience
Compensation for this role also includes short-term incentive compensation subject to individual and company performance
Responsibilities
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities
The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts
FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances
13 more items(s)
Job description
Location:

2460 Baseline Road - Boulder, Colorado 80305

Job Summary

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Responsibilities
• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients.
• Consistently attains individual activity, behavior, and outcome expectations.
• Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
• Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
• Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions.
• Participate in and occasionally facilitate morning huddles and end of day debriefs
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• 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.

Education Qualifications
• High School Diploma , GED or equivalent experience (required)

Experience Qualifications
• 1-3 years Experienced 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 (required)
• Experienced in cash handling (required)
• General understanding of PC with Windows based applications and calculator (required)
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
• Understanding of consumer credit - including loan to value, debt to income and credit reports (preferred)

Licenses and Certifications
• Notary License (preferred)

Tactical Skills
• Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
• Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)
• Strong work ethic and high level of integrity
• Excellent Time management skills

Personal Skills
• Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
• Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
• Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
• Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
• Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity

Practical Skills
• Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
• Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively
• Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
• Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
• Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
• Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.

Driving Requirements
• Ability to occasionally operate a motor vehicle with a valid driver's license.

Compensation And Benefits

This position is eligible to earn a base hourly rate in the range of $23 to $28 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 06/13/2025

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, ****** 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.

United States
Colorado
Boulder Show on map Get directions