Customer-Focused Teller & Financial Wellness Advocate

KeyBank; Monsey (NY); On-site; USD 25,000 - 32,000; Full time

Job summary

KeyBank is seeking a Teller to welcome clients and handle in-branch transactions with accuracy and care. You will identify financial needs, guide clients to banking solutions, and promote available channels like ATM and online services.

Daily responsibilities include balancing cash, following procedures, and collaborating with teammates to ensure a smooth customer experience at the Monsey branch.

Qualifications

• High school diploma or equivalent required; strong client service background preferred.
• Experience in client service roles required; cash handling experience required.
• Proficiency with Windows-based PCs and calculators; basic computer literacy.
• Notary License preferred but not required; beneficial for advanced duties.

Responsibilities

• Provide excellent in-person client service, handling account transactions and servicing needs.
• Identify and resolve client servicing issues and escalate when appropriate.
• Listen for financial wellness opportunities and refer clients to a banker.
• Balance cash drawer and follow banking and security procedures.
• Stay informed on product guides, fees and policies; participate in team huddles.

Skills

Client service

Cash handling

Sales and service

Financial wellness

Communication

Time management

Fraud prevention

Team collaboration

Account maintenance

Regulatory knowledge

Problem solving

Attention to detail

Customer empathy

Ethical conduct

Product knowledge

Education

High School Diploma, GED, or equivalent business experience

Tools

Notary License

Job description

KeyBank is seeking a Teller to welcome clients and handle in-branch transactions with accuracy and care. You will identify financial needs, guide clients to banking solutions, and promote available channels like ATM and online services.

Daily responsibilities include balancing cash, following procedures, and collaborating with teammates to ensure a smooth customer experience at the Monsey branch.