Client-Focused Teller & Financial Wellness Advisor

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

Job summary

KeyBank is seeking a Teller at the Guilderland branch to provide in-person client service, process account transactions, and resolve servicing issues. You will identify financial wellness opportunities and guide customers to a Banker for deeper planning, while adhering to security and policy standards.

This branch-based role expects Saturday work and emphasizes accuracy, integrity, and excellent service in a fast-paced retail banking environment.

Qualifications

• Experience in a client service role (required).
• Experienced in cash handling (required).
• General understanding of PC with Windows based applications and calculator (required).
• Notary License (preferred).

Responsibilities

• Provide excellent client service in-person at the branch.
• Assist clients with account transactions and servicing needs.
• Identify and resolve client servicing issues.
• Listen for financial wellness opportunities and refer clients to a Banker.
• Attend morning huddles and end-of-day debriefs.
• Balance cash drawer and follow security procedures.
• Comply with policies and maintain integrity.
• Work on Saturdays as directed.

Skills

Cash handling

Client service

Sales

Time management

Financial wellness

Communication

Attention to detail

Banking knowledge

Security procedures

Education

High School Diploma / GED

Business experience

Tools

Windows PC

Calculator

Job description

KeyBank is seeking a Teller at the Guilderland branch to provide in-person client service, process account transactions, and resolve servicing issues. You will identify financial wellness opportunities and guide customers to a Banker for deeper planning, while adhering to security and policy standards.

This branch-based role expects Saturday work and emphasizes accuracy, integrity, and excellent service in a fast-paced retail banking environment.