Client-Focused Teller & Financial Wellness Guide

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

Job summary

KeyBank is seeking a Teller in East Amherst, NY, to deliver excellent in-person service and handle client transactions. You will identify financial wellness opportunities and smoothly transition clients to bankers for deeper conversations.

The role emphasizes accuracy, compliance, and a strong client experience culture. The position requires a High School Diploma or equivalent and cash-handling experience, with opportunities to promote banking products and services during daily client

Qualifications

• Experience in a client service role is required.
• Experience in cash handling is required.
• Strong sales and service skills with ability to educate clients on banking channels.

Responsibilities

• Embodies a strong client experience culture and assists clients with teller transactions.
• Manages teller functions accurately in an in-person branch setting.
• Identifies and resolves client servicing issues, escalating as needed.
• Smoothly transitions clients to a Banker for deeper financial wellness conversations.
• Supports clients in achieving financial goals using wellness tools and resources.
• Follows compliance, audit, and security procedures and balances cash drawer daily.

Skills

Customer service

Cash handling

Sales and advising

Attention to detail

Time management

Education

High School Diploma, GED, or equivalent

Tools

Windows

Job description

KeyBank is seeking a Teller in East Amherst, NY, to deliver excellent in-person service and handle client transactions. You will identify financial wellness opportunities and smoothly transition clients to bankers for deeper conversations.

The role emphasizes accuracy, compliance, and a strong client experience culture. The position requires a High School Diploma or equivalent and cash-handling experience, with opportunities to promote banking products and services during daily client