Float Teller

Mô tả công việc

Job Description: The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team.   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. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes:   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 Meet individual established referral production goals   Build Client Rapport Provide excellent customer service to all KeyBank clients Greet and welcome every client as they enter the branch; acknowledge by name, if known Accurately process all financial service transactions Participate in client appreciation events Take ownership of client issues when possible, with the assistance of the branch management Make product suggestions based on the client’s needs and refer to a member of the branch team Help create and establish a business relationship between the Personal Banker and the client   Present Products Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions Provide answers and assistance for client questions/concerns, utilizing resources within the branch Coordinate time between Personal Banker and client for business meetings as necessary   Fulfill Client Needs Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs   Follow-Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities Debrief with the sales team member when a sale was based on a referral made by the Teller Ensure more complex sales activities/opportunities are handed off to the Personal Banker Ensure compliance with security and audit procedures   Additional Responsibilities Involvement in the sales building process and assist on platform as needed