Location: 1301 Bay Street - Port Orchard, Washington 98366-5189 Port Orchard Branch Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you 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. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to- day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it\'s our opportunity and our privilege to help 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. 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 Act as a resource to identify and resolve more complex client servicing issues Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the clients 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 Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines Manage 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; Provide direction and guidance for branch staff on operational/regulatory procedures. Review and maintain knowledge of product guides, fees, and policies to stay current on offerings Support 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. Education Qualifications High School Diploma , GED, or equivalent business experience (required) Experience Qualifications 3+ years Demonstrated superior client relationship skills (required) 3+ years Experienced in cash handling (required) Working knowledge of PC with Windows based applications and calculator (required) Demonstrated ability to lead, motivate, and foster teamwork (required) Demonstrated organizational skills while managing multiple tasks (required) Licenses and Certifications Notary License (preferred) Tactical Skills Is knowledgeable about the client\'s accounts and business with the bank and uses sound judgment with customers and transactions Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking) Strong work ethic and high level of integrity; ability to exercise sound judgement to make reasonable decisions in the absence of direction. Excellent Time management skills Person
Duties can include use of health assessment tools, conducting comprehensive screenings and assessments to determine program and service eligibility, developing care plans, referrals to relevant programs, authorizing and coordinating services, and adjusting authorized services as needed, discharge planning with clients, family members, and caregivers. Our new team member will have knowledge of the local aging, medical, and social services network services as well as issues related to aging, disability, and caregivers. You should share our philosophy of coordinating care in a client-centered manner, and have the ability to manage complex interventions across diverse professional disciplines and service systems. You must have professional case management ethics and the ability to establish and maintain a professional demeanor and effective working relationships.
Status Category: Full-Time Exempt/Non-Exempt: Non-Exempt Scheduled Hours Per Week: 40 Job Code: NP0238 With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions for 2023: Best and Brightest Companies to Work for in the Nation Top Workplaces USA Best Places to Work in Insurance Best and Brightest Companies in Wellness Great Place to Work Certification Field Service Technicians install, upgrade, and maintain primary and backup branch connectivity, all site infrastructure including network hardware, computers, telephony, and print hardware, and all cabling. Technicians are required to schedule all maintenance, IMAC and multiple projects in adherence with SLA\'s, rollout schedules and established deadlines in support of Edward Jones branch offices, vendor sites and home FA locations in specified service territory. Field Service Technicians must master continuously evolving equipment and technologies, and train clients as new architecture is deployed. Essential Functions and Primary Duties Maintain assigned locations and provide backup coverage for neighboring service areas when required. Monitor and aggressively schedule incoming tasks, by offering earliest ETA\'s possible, in assigned area in accordance with the client\'s desired time for all maintenance, project and IMAC activities with minimal supervision. Work with minimal supervision to complete all maintenance, project, and IMAC calls in adherence with contractual Service Level Agreements (SLA\'s). Accurately track and account for all work time in assigned tasks and in on-line utilization module, and document ticket status including resolution details. Follow proper escalation procedures to ensure all activities are addressed in a timely manner. Responsible for compliance with all Asset Management protocols including timely completion of necessary asset movement, proper packaging and shipping of all equipment being returned, and maintenance of a complete and up to date shipping log. Provide technical support to client in a timely manner with little or no disruption to daily customer operations. Train client on all new technologies and hardware. Responsible for completing all required inventory activities related to company vehicles and branch locations to ensure all tools and parts are ready for use at client site. Responsible to review and follow current documentation and processes. Schedule and complete all van maintenance in accordance with manufacturer and CBIZ Network Solutions specifications. Responsible for troubleshooting, repairing, and upgrading all telephony, computing, data, print, network, and AV hardware including but not limited to routing hardware, computers, laptops, monitors, printers, and telephony equipment. Equipment serviced is subject to change as business needs dictate. Install, maintain, and repair cabling in various commercial buildings. Provide cable management at end user and network equipment locations. Legally operate a company vehicle. Repair equipment off-site as needed. Provide excellent customer service. Listen to branch feedback, observe trends, identify common maintenance issues, and inform management. Performs related work as required. Preferred Qualifications WA Telecommunications Administrator certification preferred Minimum Qualifications Associate\'s degree from accredited college or technical schoo
