Responsibilities

• 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.
• 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
• Participate in 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
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank 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.

Education Qualifications

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

Experience Qualifications

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

Tactical Skills

• Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers 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

Personal Skills

• Adaptability: Understands that change is inevitable and seeks value in new ways of doing things while coping with day-to-day frustrations, adversities and uncertainties related to change
• Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals
• Critical Thinking: The ability to identify issues, communicate them, and explain the characteristics and steps in effective decision-making
• Decision Making: The ability to follow directions while identifying a defensible course of action among alternatives
• Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results

Practical Skills

• Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations
• Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience
• Risk Management: Describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management
• Storytelling: Describes storytelling techniques, concepts, and potential benefits
• Change Navigation: Demonstrates the ability to modify work as directed and applies the concept of continuous improvement to develop new skills during change initiatives

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• 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 of up to 30 lbs.

Driving Requirements

• Ability to occasionally operate a motor vehicle with a valid driver’s license.