Teller and Financial Wellness Specialist

5 days ago


Rochester, Medway, United Kingdom Bronze Technologies, Inc. Full time
Compensation and Benefits:

This Teller and Financial Wellness Specialist position offers a competitive salary and benefits package, including short-term incentive compensation subject to individual and company performance.

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.

Salary Range: $18 - $22.12 per hour

Benefits: This position is eligible to earn short-term incentive compensation subject to individual and company performance.



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