Bank Teller & Financial Wellness Advisor

KeyBank; City of Newburgh (NY); Hybrid; USD 25,000 - 32,000; Full time

Job summary

KeyBank in Newburgh, NY is seeking a Teller to provide in-person client service and handle account transactions. You will welcome clients, assist with servicing needs, and identify opportunities to connect customers with banking solutions.

The role emphasizes accuracy, cash handling, and compliance with banking procedures, with opportunities to promote financial wellness and protect client interests.

Qualifications

• High school diploma or GED, or equivalent business experience.
• Experience in a client service role is required.
• Experience with cash handling is required.

Responsibilities

• Provide excellent client service in-person and process teller transactions accurately.
• Identify and resolve client servicing issues and escalate when needed.
• Discuss financial wellness and transition clients to a Banker for deeper advice.

Skills

Cash handling

Client service

Sales and service

Financial wellness discussions

Education

High School Diploma, GED, or equivalent business experience

Tools

Windows-based PC

Calculator

Job description

KeyBank in Newburgh, NY is seeking a Teller to provide in-person client service and handle account transactions. You will welcome clients, assist with servicing needs, and identify opportunities to connect customers with banking solutions.

The role emphasizes accuracy, cash handling, and compliance with banking procedures, with opportunities to promote financial wellness and protect client interests.