What are the responsibilities and job description for the Key Bank Client Relationship Specialist position at KeyBank?
Job Description
At KeyBank, we value our clients and strive to provide them with exceptional service. As a Lead Teller, you will act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service.
Responsibilities:
At KeyBank, we value our clients and strive to provide them with exceptional service. As a Lead Teller, you will act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service.
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 while coaching other tellers to do so as well.
- Acts as a resource to identify and resolve more complex client servicing issues.
- Listeners for clues for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker.
- Assists clients in achieving their financial goals and objectives through the use of financial wellness tools.
- Participates in morning huddles and end of day debriefs.
- Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
- Manages day to day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing of branch operational standards; Provides direction and guidance for branch staff on operational/regulatory procedures.
- Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
- Supports the Branch Manager in onboarding and training of new Tellers to the team.
- 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.
