Demo

Banking Professional

KeyBank
KeyBank Salary
Chatham, NY Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 4/5/2025

Job Overview

Financial Services Specialist to join our team. In this role, you will be responsible for providing exceptional client service by welcoming new and existing clients, assisting with account transactions, and identifying and resolving client servicing issues.

Responsibilities

  • Embody 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.
  • Assume 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.

Requirements

  • High School Diploma or equivalent business experience.
  • Experience in a client service role.
  • Experienced in cash handling.
  • General understanding of PC with Windows based applications and calculator.

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