Teller

KeyBank•Rochester, NY
•Onsite

About The Position

As a Teller, you provide in-person service to new and existing clients at a KeyBank branch. You welcome clients, assist with account transactions and servicing needs, and identify and resolve client issues. Through client conversations, you listen for financial needs and connect clients with a Banker for deeper financial wellness discussions. You also help clients work toward their financial goals using financial wellness tools. The role performs teller functions accurately and efficiently, including handling cash and balancing a cash drawer. It follows compliance, audit, and security procedures; stays current on products, fees, and policies; and participates in in-person morning huddles and end-of-day debriefs. Saturday work may be directed by management. Duties may change or be assigned as needed. The position is based in a branch and may occasionally require operating 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 sound judgment when handling client interactions and transactions.
  • Strong sales and service skills, including presenting products and services and educating clients about available access channels.
  • Strong work ethic and high integrity.
  • Excellent time-management skills.
  • Ability to maintain client accounts and process transactions accurately and securely.
  • Ability to identify and resolve client servicing issues efficiently.
  • Understanding of and ability to follow banking regulations and security procedures.
  • Ability to communicate face to face and by phone with clients.
  • Ability to occasionally operate a motor vehicle with a valid driver’s license.

Nice To Haves

  • Notary license.

Responsibilities

  • Provide welcoming, in-person service to new and existing clients.
  • Process account transactions and assist with client servicing needs.
  • Identify and resolve client servicing issues, escalating them when needed.
  • Listen for financial wellness opportunities and transition clients to a Banker when appropriate.
  • Help clients pursue financial goals using financial wellness tools.
  • Perform teller functions efficiently, effectively, and accurately, including cash handling and balancing the cash drawer.
  • Follow compliance, audit, and security procedures.
  • Review product guides, fees, and policies to maintain current knowledge of offerings.
  • Attend and participate in in-person morning huddles and end-of-day debriefs.
  • Work Saturdays as directed by management.
  • Perform other assigned duties and comply with KeyBank policies and procedures.
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