Teller & Financial Wellness Advisor

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

Job summary

KeyBank in Clifton Park, NY seeks a Teller to welcome clients, perform account transactions, and provide excellent service in person. You will identify financial needs, help clients navigate banking channels, and smoothly transition to a Banker when deeper guidance is needed.

In this role you will balance cash drawers, follow security procedures, and participate in daily huddles. Saturday shifts are required as directed by management.

Qualifications

• High School Diploma or GED or equivalent business experience required.
• Experience in a client service role and cash handling required.
• Basic PC proficiency with Windows and calculator.
• Notary License preferred.

Responsibilities

• Provide excellent in-person client service and assist with account transactions.
• Listen for financial wellness opportunities and refer to a Banker.
• Balance cash drawer and follow security procedures.
• Work Saturdays as directed by management.
• Attend morning huddles and end of day debriefs.

Skills

Client service

Sales skills

Time management

Cash handling

Financial wellness guidance

Banking regulation knowledge

Education

High School Diploma / GED / equivalent

Notary License (preferred)

Tools

Windows-based PC

Job description

KeyBank in Clifton Park, NY seeks a Teller to welcome clients, perform account transactions, and provide excellent service in person. You will identify financial needs, help clients navigate banking channels, and smoothly transition to a Banker when deeper guidance is needed.

In this role you will balance cash drawers, follow security procedures, and participate in daily huddles. Saturday shifts are required as directed by management.