Full-time Teller
About The Position
The Teller provides in-person service to new and existing clients at a KeyBank branch, assisting with account transactions and servicing needs, identifying and resolving client issues, and helping clients with their financial goals. Through client conversations, the Teller listens for financial needs and connects clients with a Banker for deeper financial wellness discussions. The role includes accurately processing teller functions, maintaining compliance and security, balancing a cash drawer, and keeping current on products, fees, and policies. The Teller attends in-person morning huddles and end-of-day debriefs and works Saturdays as directed by management. Other duties may be assigned or changed. The position is based at the branch at 87 Route 59, Monsey, New York.
Requirements
- High school diploma, GED, or equivalent business experience.
- Experience in a client service role.
- Experience handling cash.
- General understanding of PCs, Windows-based applications, and calculators.
- Knowledge of client accounts and sound judgment in client interactions and transactions.
- Strong sales and service skills, including presenting products and services and educating clients about access channels such as ATMs, Online Banking, and Telephone Banking.
- Strong work ethic and high integrity.
- Excellent time-management skills.
- Ability to maintain client accounts accurately and securely and process transactions correctly.
- Ability to educate clients about financial wellness and guide them to appropriate resources or bank services.
- Ability to process cash transactions securely and accurately, including deposits and withdrawals, and balance cash drawers.
- Attention to transaction accuracy and organized recordkeeping.
- Ability to identify and resolve client servicing issues efficiently.
- Understanding of banking regulations and security procedures.
- Ability to identify financial needs and promote relevant banking products and services.
- Awareness of techniques to detect and prevent fraud.
- Ability to collaborate effectively with teammates.
- Ability to occasionally operate a motor vehicle with a valid driver's license.
Nice To Haves
- Notary License.
Responsibilities
- Provide a strong client experience by being attentive and present with clients and teammates.
- Efficiently, effectively, and accurately perform teller functions in an in-person branch setting.
- Identify and resolve client servicing issues, escalating them when needed.
- Listen for financial wellness opportunities and transition clients to a Banker when appropriate.
- Assist clients in pursuing financial goals through financial wellness tools.
- Attend and participate in in-person morning huddles and end-of-day debriefs.
- Follow compliance, audit, and security procedures and balance the cash drawer within guidelines.
- Maintain knowledge of product guides, fees, and policies.
- Work Saturdays as directed by management.
- Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and Key.
- Perform other assigned duties, which may change or be added.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
