Teller & Financial Wellness Ally

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

Job summary

KeyBank in Williamsville, NY seeks a Teller to deliver exceptional in-person client service and handle account transactions. You will identify financial wellness opportunities, balance cash drawers, and work with bankers to support client goals.

Responsibilities include adhering to bank policies, participating in morning huddles, and maintaining product knowledge. This is a branch-based role with Saturday work as needed.

Qualifications

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

Responsibilities

• Provide excellent in-person client service, welcoming new and existing clients and assisting with account transactions.
• Maintain teller functions accurately in a branch setting.
• Identify and resolve client servicing issues, escalating as needed.
• Listen for financial wellness opportunities and transition clients to a Banker when appropriate.
• Assist clients in achieving financial goals using wellness tools.
• Attend in-person morning huddles and end-of-day debriefs.
• Follow compliance, audit, and security procedures; balance cash drawer.
• Stay current on product guides, fees, and policies.
• Work Saturdays as directed by management.
• Schedule coverage based on branch traffic and communicate changes as needed.
• Comply with KeyBank policies and conduct.

Skills

Client account knowledge

Sales & service skills

Work ethic

Time management

Account maintenance

Financial wellness coaching

Cash handling

Transaction accuracy

Issue resolution

Regulatory compliance

Needs-based selling

Fraud awareness

Team collaboration

Education

High School Diploma

Notary License (preferred)

Tools

Windows-based PC

Job description

KeyBank in Williamsville, NY seeks a Teller to deliver exceptional in-person client service and handle account transactions. You will identify financial wellness opportunities, balance cash drawers, and work with bankers to support client goals.

Responsibilities include adhering to bank policies, participating in morning huddles, and maintaining product knowledge. This is a branch-based role with Saturday work as needed.