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KIS Investment Center Consultant in Brooklyn, OH at Key Bank- Corporate

Date Posted: 7/1/2020

Job Snapshot

  • Employee Type:
  • Location:
    4900 Tiedeman Road
    Brooklyn, OH
  • Date Posted:

Job Description

In a financial services contact center environment, the Investment Center Consultant will take inbound and make outbound calls to/from book of business. While interacting with clients during such calls, the Consultant aims to improve client satisfaction, enhance and expand client relationships by performing a financial review, offering financial advice, and selling investments as well as referring banking/credit products and services to applicable line of business partners.

  • Make outbound calls for the purpose of effectively cross-selling KIS products and services with a focus on Mass Market client base
  • Demonstrated ability to have relationship approach combined with needs-based sales techniques
  • 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
  • Maintain thorough knowledge and understanding of KIS products and services
  • Effectively educate Mass Market clients (internal and external) on the features and benefits of KIS products and services
  • Recognize implicitly-stated and explicitly-stated client needs and opportunities to offer additional or enhanced products and services
  • Knowledgeably respond to and overcome client objections by offering solutions with options
  • Act as peer partner to other Consultants including those recently hired into the unit as well as the Retail network
  • Display consultative selling skills to build rapport, strengthen and expand Mass Market client relationships
  • Perform financial planning and annual financial reviews of client portfolios and account analysis. Recognize the need/opportunity for additional products and services
  • Complete the sale and application processes for products and services
  • Recognize and effectively act upon client retention opportunities
  • 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
  • Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and sales client contact strategy
  • Work collaboratively in team environment to achieve team, department, and line of business commitments
  • Develop a strong “center of influence” strategy that leverages partnerships with the Retail Bank.
  • Be an active “virtual” partner for KeyBank branch team members
  • Trusted resource and field support for licensed bankers
  • Minimum 3+ years investment sales, retail or telephone sales experience required
  • FINRA 7,63, 66 or 65 registrations and applicable Life/Health Insurance license
  • 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
  • Bilingual (Spanish/English)
  • Leadership or coaching experience
  • Associate’s or Bachelor’s degree in related discipline
  • Inbound or outbound phone sales and customer service experience.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


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