Banking Client Services Representative
17 hours ago
This Teller and Financial Wellness Specialist position plays a vital role in building strong relationships with clients and helping them achieve their financial goals.
Responsibilities include:
- Providing excellent client service by welcoming clients and assisting them with their account transactions and servicing needs.
- Assuming responsibility for the efficient, effective, and accurate performance of teller functions.
- Listening for clues for financial wellness opportunities during client conversations, and then appropriately transitioning the client(s) to a Banker.
- Assisting clients in achieving their financial goals and objectives through the use of financial wellness tools.
- Participating in morning huddles and end of day debriefs.
- FOLLOWING COMPLIANCE, AUDIT AND SECURITY PROCEDURES, BALANCES CASH DRAWER WITHIN BALANCING GUIDELINES.
- Review and maintains knowledge of product guides, fees, and policies to stay current on offerings.
- Complies with all KeyBank 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.
Physical Demands: 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.
Driving Requirements: Ability to occasionally operate a motor vehicle with a valid driver's license.
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