Lead Teller

KeyBank•Hood River, OR
•$19 - $25•Onsite

About The Position

The Lead Teller provides distinctive, high-quality service to clients in an in-person KeyBank branch. This role troubleshoots complex client servicing issues, identifies financial wellness opportunities during client conversations, and connects clients with Bankers for deeper financial discussions. The Lead Teller also coaches Tellers, oversees day-to-day teller-line scheduling and staffing, and supports branch compliance with operational, regulatory, security, and audit controls. The role works in support of the Branch Manager and helps clients use financial wellness tools to pursue their goals.

Requirements

  • High school diploma, GED, or equivalent business experience.
  • At least 3 years of demonstrated superior client relationship skills.
  • At least 3 years of experience in cash handling.
  • Working knowledge of PCs, Windows-based applications, and calculators.
  • Ability to lead, motivate, and foster teamwork.
  • Organizational skills and ability to manage 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 such as ATMs, Online Banking, and Telephone Banking.
  • Strong work ethic, high integrity, and ability to make reasonable decisions independently.
  • Excellent time-management skills.
  • Ability to manage teller-line activities, process transactions accurately and efficiently, maintain regulatory compliance, and provide exceptional client service.
  • Ability to process cash transactions securely, including deposits and withdrawals, and balance cash drawers.
  • Ability to promote bank products and services, identify sales opportunities, and achieve sales targets.
  • Ability to communicate with clients face to face and by phone.
  • Ability to occasionally operate a motor vehicle with a valid driver's license.

Nice To Haves

  • Notary license.

Responsibilities

  • Provide a strong client experience by being present and attentive with clients and teammates.
  • Perform teller functions efficiently, effectively, and accurately while coaching other Tellers.
  • 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 and participate in in-person morning huddles and end-of-day debriefs.
  • Follow compliance, audit, and security procedures and balance the cash drawer within guidelines.
  • Manage daily teller-line duties, including Teller scheduling, staffing issues, coaching, and operational standards.
  • Provide branch staff with direction and guidance on operational and regulatory procedures.
  • Review product guides, fees, and policies to maintain current knowledge of offerings.
  • Support the Branch Manager in onboarding and training new Tellers.
  • Work Saturdays as directed by management.
  • Perform other assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.

Benefits

  • Incentive compensation, which may include production, commission, and/or discretionary incentives.
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