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2021 Summer Retail Banking Internship - NW Ohio

Company: KeyCorp
Location: Toledo
Posted on: November 18, 2020

Job Description:

The Retail Intern assists new and existing clients of the Bank with account transactions and uncovers opportunities that can help improve clients Financial Wellness. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Retail Intern is a part of the branch team and through conversations with the clients uncovers financial needs, communicates opportunities and transitions clients to the branch relationship management team.

Retail Intern Functions
Welcome clients, build rapport and provide outstanding service while performing account transactions.
Participate as an active member of the branch team, following the Branch Playbook.
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

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
Help create and establish a business relationship between the Personal Banker and the client
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
Coordinate time between Personal Banker and client for business meetings as necessary

Fulfill Client Needs
Have a full understanding of Key s Financial Wellness strategy
Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential needs
Participate in branch huddles to better understand specific client needs

Follow-Up
Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities
Ensure more complex sales activities/opportunities are handed off to the Personal Banker
Ensure compliance with security and audit procedures

KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

Keywords: KeyCorp, Toledo , 2021 Summer Retail Banking Internship - NW Ohio, Hospitality & Tourism , Toledo, Ohio

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