Lead Teller

KeyBank • Carmel, IN

2d • Onsite

About The Position

The Lead Teller serves as a trusted advisor and resource for clients and branch teammates, resolving complex client servicing issues and providing distinctive in-branch service. The role identifies clients’ financial needs through conversations and connects them with a Banker for deeper financial wellness discussions. The Lead Teller also supports teller development through observation and coaching, manages daily teller-line scheduling and staffing needs, and helps ensure compliance with regulatory, security, audit, and internal operational standards.

This position performs and oversees teller functions in an in-person branch setting, assists clients with financial wellness tools, and supports the Branch Manager with onboarding and training new Tellers. It requires Saturday work as directed by management. The role is based at the Carmel, Indiana branch and is classified as a branch position.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 3 years of demonstrated superior client relationship skills.
• At least 3 years of cash-handling experience.
• Working knowledge of PCs, Windows-based applications, and calculators.
• Demonstrated ability to lead, motivate, and foster teamwork.
• Demonstrated organizational skills while managing multiple tasks.
• Knowledge of clients’ accounts and banking relationships, with sound judgment in client interactions and transactions.
• Strong sales and service skills, including presenting products and services and educating clients about access channels.
• Strong work ethic and high level of integrity, with the ability to make reasonable decisions without direction.
• Excellent time-management skills.
• Ability to occasionally operate a motor vehicle and a valid driver’s license.
• Ability to meet the physical demands of prolonged standing, frequent hand use and reaching, occasional bending, and lifting items weighing up to 30 pounds.

Nice To Haves

• Notary license.

Responsibilities

• Provide a strong client experience by being present with clients and teammates and delivering distinctive service.
• Perform teller functions efficiently, effectively, and accurately, and coach other tellers in doing so.
• Identify and resolve complex client servicing issues.
• Listen for financial wellness opportunities and transition clients to a Banker when appropriate.
• Help clients pursue financial goals using financial wellness tools.
• Attend in-person morning huddles and end-of-day debriefs.
• Follow compliance, audit, and security procedures and balance the cash drawer within guidelines.
• Manage day-to-day teller-line duties, including teller scheduling, staffing, observation, coaching, and operational standards.
• Guide branch staff on operational and regulatory procedures.
• Maintain current knowledge of product guides, fees, and policies.
• Support the Branch Manager in onboarding and training new Tellers.
• Work Saturdays as directed by management.
• Promote the bank’s products and services, identify sales opportunities, and help clients use available access channels.
• Perform other duties as assigned and comply with KeyBank policies and procedures.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for benefits; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED