Teller

KeyBank•Loudonville, NY

1d•Onsite

About The Position

Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. This role embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. It assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting.

Requirements

High School Diploma, GED, or equivalent business experience (required)
Experience in a client service role (required)
Experienced in cash handling (required)
General understanding of PC with Windows based applications and calculator (required)
Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking).
Strong work ethic and high level of integrity.
Excellent time management skills.
Managing and maintaining client accounts, ensuring accuracy and security.
Assisting clients with updating account information and ensuring all transactions are processed correctly.
Educating clients on managing their finances effectively and promoting financial health.
Identifying opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services.
Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift.
Ensuring accuracy in transactions and maintaining organized records.
Ability to identify and resolve client servicing issues efficiently.
Understanding and following banking regulations and security procedures.
Skills in identifying financial needs and promoting relevant banking products and services.
Awareness of techniques to detect and prevent fraudulent activities.
Collaborating effectively with teammates to ensure smooth operations.

Nice To Haves

Notary License (preferred)

Responsibilities

Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting.
Proactively work to identify and resolve client servicing issues, escalating as needed.
Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker.
Assist clients in achieving their financial goals and objectives through the use of financial wellness tools.
Attend and participate in in-person morning huddles and end of day debriefs.
Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines.
Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.