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Job Field: Office Jobs
Location: WEST JORDAN, UT
Job Type: Full Time

JOB SUMMARY:

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Partner with Sr. Financial Advisor in the coordination of all aspects of investment product delivery within assigned Branch(s), including the coaching of branch personnel, client management, service delivery and other resources in order to maximize needs-based sales production. Partner with Sr. Financial Advisor in the responsibility for coaching and mentoring licensed KeyBank Relationship Managers to sell investment/annuity products to new and existing clients. Be an active member of the Branch team. Assist Sr. Financial Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities, and learn the core bank products to generate referrals back to the Community Bank where appropriate. Utilizing a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Help attain sales production and referral goals by assisting the Sr. Financial Advisor by working the book of business, lead lists, and closing on referrals. Partner with Sr. Financial Advisor to grow year over year revenue by a minimum of $180,000. Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank. KeyCorp is an Equal Opportunity Employer M/F/D/V

KEY REQUIREMENTS:

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