Client-Focused Teller & Financial Wellness Advocate

KeyBank

Hannans Corner (NY)

On-site

USD 25,000 - 32,000

Full time

14 days+

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Job summary

KeyBank is hiring a Teller in Fairport, New York to deliver outstanding client service in-person. You will welcome clients, assist with account transactions, and identify opportunities to connect clients with a Banker for deeper financial wellness discussions.

Responsibilities include accurate cash handling, compliance, and service excellence. The role requires high school diploma or equivalent, client-service experience, and weekday and Saturday shifts as directed by management.

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.