Teller

KeyBank•Clifton Park, NY
•$18 - $23•Onsite

About The Position

The Teller provides in-person client service in a KeyBank branch by welcoming new and existing clients, assisting with account transactions and servicing needs, and identifying and resolving client service issues. Through conversations with clients, the Teller listens for financial needs and transitions clients to a Banker for more in-depth financial wellness conversations. The role supports clients in moving forward in their financial journey and contributes to a positive branch experience. The Teller performs accurate and efficient teller functions, follows compliance, audit, and security procedures, balances a cash drawer, and stays current on products, fees, and policies. The position includes in-person team huddles and end-of-day debriefs, and may include other duties assigned by management. The role is based in a branch at 1532 Route 9, Clifton Park, New York 12065, and requires Saturday work as directed by management.

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 when handling client interactions and transactions.
  • Strong sales and service skills, including presenting products and services and educating clients about access channels.
  • Strong work ethic and high level of integrity.
  • Excellent time management skills.
  • Ability to manage client accounts, update account information, and process transactions accurately and securely.
  • Ability to accurately process cash transactions, including deposits and withdrawals, and balance cash drawers.
  • Ability to maintain accurate, organized records and resolve client service issues efficiently.
  • Understanding of banking regulations and security procedures, and awareness of fraud detection and prevention techniques.
  • Ability to identify 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 stated physical demands: prolonged standing, frequent hand use and forward reaching, occasional bending and lifting from floor height, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds.

Nice To Haves

  • Notary license.

Responsibilities

  • Provide welcoming, in-person service to new and existing clients.
  • Accurately perform teller functions and assist clients with account transactions and servicing needs.
  • Identify and resolve client servicing issues, escalating them when appropriate.
  • Listen for financial wellness opportunities and transition clients to a Banker for a deeper conversation.
  • Use financial wellness tools to help clients work toward their financial goals and objectives.
  • 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 product guides, fees, and policies to maintain current knowledge of offerings.
  • Work on Saturdays as directed by management.
  • Perform other duties as assigned and comply with KeyBank policies and procedures.
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