Client-Focused Branch Teller & Financial Wellness Guide

KeyBank; City of Cohoes (NY); On-site; USD 25,000 - 32,000; Full time

Job summary

KeyBank in Cohoes, NY is hiring a Teller to deliver outstanding in-person client service. You will welcome customers, process deposits and withdrawals, and help with account servicing needs while ensuring accuracy and security.

You will recognize financial wellness opportunities during conversations, refer to a Banker when appropriate, and participate in daily huddles. Weekend shifts may be required; adherence to policies and procedures is essential for a trusted banking experience.

Qualifications

• High School Diploma, GED, or equivalent business experience (required)
• Experience in a client service role (required)
• Experienced in cash handling (required)
• General understanding of PC with Windows based applications and calculator (required)

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

Customer service

Cash handling

Sales and recommendations

Financial wellness guidance

Strong communication

Attention to detail

Education

High School Diploma or GED

Job description

KeyBank in Cohoes, NY is hiring a Teller to deliver outstanding in-person client service. You will welcome customers, process deposits and withdrawals, and help with account servicing needs while ensuring accuracy and security.

You will recognize financial wellness opportunities during conversations, refer to a Banker when appropriate, and participate in daily huddles. Weekend shifts may be required; adherence to policies and procedures is essential for a trusted banking experience.