Lead Teller

KeyBank•Middleburg Heights, OH
•$19 - $25•Onsite

About The Position

The Lead Teller serves as a problem solver, trusted advisor, and partner to clients and businesses in KeyBank communities. In a branch setting, the role provides distinctive client service, identifies and resolves complex client servicing issues, and listens for financial needs before connecting clients with a Banker for a deeper financial wellness conversation. The Lead Teller also supports client financial goals through financial wellness tools and helps clients understand the bank’s products and services. The position leads the day-to-day teller line, ensuring accurate and efficient teller operations, coaching and observing Tellers, coordinating teller scheduling and staffing, and supporting branch operational standards. It also helps maintain compliance with regulatory, security, audit, and internal policies, and supports the Branch Manager with onboarding and training new Tellers. The role is based in a branch and includes Saturday work as directed by management.

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 a PC with Windows-based applications and a calculator.
  • Demonstrated ability to lead, motivate, and foster teamwork.
  • Demonstrated organizational skills while managing multiple tasks.
  • Knowledge of clients’ accounts and banking relationships, and sound judgment with clients 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 the ability to make reasonable decisions in the absence of direction.
  • Excellent time-management skills.
  • Ability to manage teller-line activities, process transactions efficiently and accurately, maintain compliance with banking regulations, and provide exceptional client service.
  • Ability to process cash transactions securely and accurately, including deposits and withdrawals, and balance cash drawers at the end of each shift.
  • Ability to promote bank products and services, identify sales opportunities, and achieve sales targets.
  • Ability to help clients achieve financial goals through education and financial tools.
  • 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 with clients and teammates and delivering quality 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 through 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 applicable guidelines.
  • Manage the day-to-day teller line, including teller scheduling, observing and coaching Tellers, and overseeing branch operational standards.
  • Provide branch staff with direction and guidance on operational and regulatory procedures.
  • Review product guides, fees, and policies to remain current on 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 and procedures, including professional and ethical conduct and acting in clients’ best interests.

Benefits

  • The role is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
  • The posting refers applicants to a separate list of benefits for which the position is eligible but does not specify those benefits.
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