Teller, Finance & Banking

Location: 1817 Columbia Turnpike - Castleton, New York 12033

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.
• 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 be assigned at any time with or without notice.
• Complies with all Key Bank 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.

• 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)

• 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.
• Ability to manage and maintain client accounts, ensuring accuracy and security.
• Educating clients on managing finances effectively and promoting financial health.
• Ability to accurately and securely process 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.

• 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 reach, frequent lifting of 1–10 lbs., occasional lifting up to 30 lbs.

• Ability to occasionally operate a motor vehicle with a…