Teller, Finance & Banking

Job Summary

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank 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 Key Bank, 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.

• 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.
• Follow compliance, audit and security procedures, balance 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.
• Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all Key Bank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

High School Diploma , GED, or equivalent business experience (required)

• Experience in a client service role (required)
• Experience in cash handling (required)
• General understanding of PC with Windows based applications and calculator (required)

Notary License (preferred)

• 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.
• Manages and maintains client accounts, ensuring accuracy and security.
• Assists clients with updating account information and ensuring all transactions are processed correctly.
• Educates clients on managing their finances effectively and promoting financial health.
• Identifies opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guides them to appropriate resources or bank services.
• Accurately and securely processes cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift.
• Ensures accuracy in transactions and maintains organized records.
• Identifies and resolves client servicing issues efficiently.
• Understands and follows banking regulations and security procedures.
• Identifies financial needs and promotes relevant banking products and services.
• Detects and prevents fraudulent activities.
• Collaborates effectively with teammates to ensure smooth operations.

All Key Bank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Consumer Retail - Prolonged Standing (5‑8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward…