Teller & Financial Wellness Advisor

KeyBank; Bristol (IN); On-site; USD 25,000 - 32,000; Full time

Job summary

KeyBank in Bristol, IN is seeking a friendly Teller to provide in-person client service and assist with account transactions and servicing needs. You will identify financial wellness opportunities and smoothly transition clients to a Banker for deeper conversations.

You’ll handle cash, follow security procedures, stay current on product guides, and participate in daily huddles. This role requires Saturday work and a commitment to compliant, ethical service within a supportive team.

Qualifications

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

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

Client service

Cash handling

Sales skills

Integrity

Time management

Banking regs

Teamwork

Cross-selling

Education

High School Diploma, GED, or equivalent business experience

Notary License (preferred)

Job description

KeyBank in Bristol, IN is seeking a friendly Teller to provide in-person client service and assist with account transactions and servicing needs. You will identify financial wellness opportunities and smoothly transition clients to a Banker for deeper conversations.

You’ll handle cash, follow security procedures, stay current on product guides, and participate in daily huddles. This role requires Saturday work and a commitment to compliant, ethical service within a supportive team.