What are the responsibilities and job description for the Client Service Professional position at KeyBank?
Company Overview
KeyBank is committed to helping our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Job Description
The Teller role at KeyBank involves working closely with clients to understand their financial needs and provide personalized solutions. This includes handling account transactions, identifying and resolving client servicing issues, and transitioning clients to a banker for deeper financial wellness conversations.
Key Responsibilities
KeyBank is committed to helping our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Job Description
The Teller role at KeyBank involves working closely with clients to understand their financial needs and provide personalized solutions. This includes handling account transactions, identifying and resolving client servicing issues, and transitioning clients to a banker for deeper financial wellness conversations.
Key Responsibilities
- Deliver exceptional client service by welcoming clients, answering questions, and resolving issues in a timely manner.
- Process transactions accurately and efficiently, while maintaining a high level of customer satisfaction.
- Identify and escalate client servicing issues to ensure prompt resolution.
- Collaborate with bankers to provide clients with comprehensive financial solutions.
- Stay up-to-date on product guides, fees, and policies to provide clients with informed advice.
- Participate in morning huddles and end of day debriefs to discuss sales strategies and client interactions.
