Teller, PT (20 Hours): Skyway

Company Name:
Key Bank
ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com, that provides account access and financial products 24 hours a day.
ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities.
The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team.
Essential Job Functions:
The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes:
Teller Functions
Accept and accurately process all financial service transactions
Maintain responsibility for cash drawer and follow proper balancing procedures
Act as a resource to identify and resolve client servicing issues
Meet individual established referral production goals
Build Client Rapport:
Provide excellent customer service to all KeyBank clients
Greet and welcome every client as they enter the branch; acknowledge by name, if known
Accurately process all financial service transactions
Participate in client appreciation events
Take ownership of client issues when possible, with the assistance of the branch management
Make product suggestions based on the clients needs and refer to a member of the branch team
Help create and establish a business relationship between the Personal Banker and the client
Present Products:
Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions
Provide answers and assistance for client questions/concerns, utilizing resources within the branch
Coordinate time between Personal Banker and client for business meetings as necessary
Fulfill Client Needs:
Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs
Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs
Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities
Debrief with the sales team member when a sale was based on a referral made by the Teller
Ensure more complex sales activities/opportunities are handed off to the Personal Banker
Ensure compliance with security and audit procedures
Additional Responsibilities:
Involvement in the sales building process and assist on platform as needed
High School Diploma, GED or equivalent business experience
Customer service experience
Excellent communication and interpersonal skills
General understanding of PC with Windows based applications and calculator.
Ability to work branch hours to include weekends and occasional evenings.
Physical Requirements: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs.
Float Teller:
In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations
Cash handling experience
Sales experience with established goals
KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
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