Teller

KeyBank•Cohoes, NY
•Onsite

About The Position

The Teller provides in-person service to new and existing clients at a KeyBank branch, welcoming clients and assisting with account transactions and servicing needs. The role includes identifying and resolving client service issues, processing transactions accurately and securely, and listening for financial wellness needs. Tellers connect clients with a Banker when a deeper financial wellness conversation is appropriate and help clients use financial wellness tools and available banking access channels. The Teller works in an in-person branch setting, participates in morning huddles and end-of-day debriefs, follows compliance, audit, and security procedures, and maintains current knowledge of products, fees, and policies. The position requires Saturday work as directed by management. Other duties or responsibilities may be assigned or changed at any time. The role also requires occasional operation of a motor vehicle with a valid driver's license.

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 banking relationships, with 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 accurately and securely process cash transactions, including deposits and withdrawals, and balance cash drawers.
  • Ability to maintain transaction accuracy and organized records and to update client account information securely.
  • Ability to identify and resolve client servicing issues efficiently.
  • Understanding of banking regulations and security procedures, including awareness of fraud detection and prevention.
  • Ability to identify clients' financial needs and promote relevant banking products and services.
  • Ability to collaborate effectively with teammates.
  • Ability to occasionally operate a motor vehicle with a valid driver's license.
  • Ability to meet the listed physical demands, including prolonged standing, frequent hand use and reaching, and occasional bending and lifting.

Nice To Haves

  • Notary license.

Responsibilities

  • Welcome new and existing clients and assist with account transactions and servicing needs.
  • Deliver a strong client experience while working with clients and teammates.
  • Perform teller functions efficiently and accurately 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 with financial goals using financial wellness tools and guide them to relevant resources or services.
  • Attend in-person morning huddles and end-of-day debriefs.
  • Follow compliance, audit, and security procedures and balance the cash drawer within applicable guidelines.
  • Review and maintain knowledge of product guides, fees, policies, and current offerings.
  • Work Saturdays as directed by management.
  • Perform other duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.
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