About This Role
Being a Teller means being a problem solver, trusted advisor, and partner to the people and businesses in KeyBank communities. You will provide excellent client service in-person by welcoming new and existing clients, assisting with account transactions and servicing needs, and identifying and resolving client issues. Through conversations, you will uncover financial needs and transition clients to a banker for deeper financial wellness discussions.
Responsibilities
- Embody a strong client experience culture, being present with every client and teammate
- Assume responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting
- Proactively work to identify and resolve client servicing issues, escalating as needed
- Listen for clues for financial wellness opportunities during client conversations, and appropriately transition clients to a Banker
- Assist clients in achieving their financial goals and objectives through the use of financial wellness tools
- Attend and participate in in-person morning huddles and end of day debriefs
- Follow compliance, audit and security procedures, and balance cash drawer within balancing guidelines
- Review and maintain knowledge of product guides, fees, and policies to stay current on offerings
- Work on Saturdays as directed by management
- Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Comply 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
Requirements
- High School Diploma, GED, or equivalent business experience
- Experience in a client service role
- Experienced in cash handling
- General understanding of PC with Windows based applications and calculator
- Knowledgeable about client accounts and business with the bank, and uses sound judgment with clients and transactions
- Exhibit 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
- Ability to manage and maintain client accounts, ensuring accuracy and security
- Ability to educate clients on managing their finances effectively and promoting financial health, identifying opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guiding them to appropriate resources or bank services
