Teller - Anacortes, WA

Company: Laurel Road
Location: Anacortes
Posted on: January 12, 2022

Job Description:

Location:
1600 Commercial Avenue - Anacortes, Washington 98221

ABOUT THE JOB (JOB BRIEF):
At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big.

As a Teller, you will report to the Branch Manager or to the Operations Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. In addition, he/she acts as a resource in identifying and resolving client servicing issues. Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist.

ESSENTIAL JOB FUNCTIONS:
The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions, all of which align to the Branch Playbook. Tellers and all Branch team members are expected to act professionally at all times, conduct business ethically avoid conflicts of interest and act in the best interest our clients and Key.

Duties assigned include:

Primary Teller Functions
Accept and accurately process all financial service transactions
Maintain responsibility for cash drawer and follow proper balancing procedures
Act as a resource to identify and resolve client servicing issues
Listen for clues for Financial Wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker

Build Client Rapport
Provide excellent client service to all KeyBank clients
Where problem resolution is required, take thorough information from the client and get back to them in a timely manner
Ensure a confident tone that reassures the client we will follow up with resolution
Greet and welcome every client as they enter the branch; acknowledge by name, if known
Assist clients in achieving their financial goals and objectives through the use of Financial Wellness tools
Participate in client appreciation events
Address client issues or concerns; engage branch management when needed to provide full solutions for clients
Help create and establish a business relationship between the Banker and the client
Coordinate time between Banker and client for business meetings as necessary
Engage the Lead Teller and or Banker when faced with complex client account issues
Answer the phone within the Branch professionally, promptly, and pleasantly
Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs

Risk Management
Ensure compliance with security and audit procedures
Adhere to all applicable policies and procedures

Additional Responsibilities
Participate in morning huddles and end of day debriefs
Understand goals and objectives for the branch
Review and maintain knowledge of product guides, fees and policies to stay current on offerings
Provide answers and assistance for client questions/concerns, utilizing resources within the branch

REQUIRED QUALIFICATIONS:
High School Diploma, GED or equivalent business experience
6 months experience in a client service facing role
Prefer cash handling experience
Excellent communication and interpersonal skills
General understanding of PC with Windows based applications and calculator
Ability to work branch hours to include weekends and occasional evenings
Physical Requirements: 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.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability , veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com .

Keywords: Laurel Road, Bellingham , Teller - Anacortes, WA, Other , Anacortes, Washington