Branch Teller & Financial Wellness Coach

KeyBank; Belfast (ME); On-site; USD 25,000 - 32,000; Full time

Job summary

KeyBank in Belfast, ME is seeking a friendly Teller to deliver outstanding in-person client service at our branch. You will assist customers with account transactions, explain products and services, and help guide clients toward financial wellness opportunities.

Responsibilities include accurate cash handling, balancing cash drawers, following policy, and escalating issues when needed. You will participate in team huddles, work Saturdays as directed, and uphold privacy, security, and compliance

Qualifications

• High School Diploma, GED, or equivalent business experience required.
• Experience in a client service role required.
• Experience in cash handling required.
• General understanding of PC with Windows-based applications and calculator required.
• Notary License preferred.

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.
• Assumes 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 then appropriately transition the client(s) 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.
• Follows compliance, audit and security procedures, balances 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.
• 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.

Skills

Client service orientation

Cash handling

Sales and banking products

Attention to detail

Financial wellness guidance

Team collaboration

Time management

Integrity

Education

High School Diploma, GED, or equivalent

Tools

Windows OS

Calculator

Job description

KeyBank in Belfast, ME is seeking a friendly Teller to deliver outstanding in-person client service at our branch. You will assist customers with account transactions, explain products and services, and help guide clients toward financial wellness opportunities.

Responsibilities include accurate cash handling, balancing cash drawers, following policy, and escalating issues when needed. You will participate in team huddles, work Saturdays as directed, and uphold privacy, security, and compliance