Lead Teller

KeyBank•Seattle, WA
•Onsite

About The Position

The Lead Teller serves as a client-service resource and primary troubleshooter for complex client servicing issues in a KeyBank branch. The role provides distinctive service, helps identify clients’ financial wellness needs, and transitions clients to a Banker for deeper financial conversations. The Lead Teller performs teller functions accurately and efficiently while coaching other Tellers, coordinating teller-line scheduling and staffing, and supporting branch compliance with regulatory, security, audit, and internal controls. The position 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 PCs, Windows-based applications, and a calculator.
  • 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 available channels such as ATM, Online Banking, and Telephone Banking.
  • Strong work ethic and high integrity; ability to make reasonable decisions in the absence of direction.
  • Excellent time-management skills.
  • Ability to occasionally operate a motor vehicle and hold a valid driver's license.
  • Ability to meet the stated physical demands: prolonged standing, frequent hand use and forward reaching, face-to-face and telephone communication, occasional bending and lifting from floor height, frequent lifting of 1–10 pounds, and occasional lifting up to 30 pounds.

Nice To Haves

  • Notary license.

Responsibilities

  • Provide a strong client experience and engage with clients and teammates in person.
  • Perform teller functions efficiently, effectively, and accurately, and coach other tellers in these functions.
  • Identify and resolve complex client servicing issues.
  • Listen for financial wellness opportunities, transition clients to a Banker, and 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 scheduling tellers, observing and coaching them, and overseeing branch operational standards.
  • Provide branch staff with direction and guidance on operational and regulatory procedures.
  • Review and maintain knowledge of product guides, fees, and policies.
  • Support the Branch Manager with onboarding and training new Tellers.
  • Work Saturdays as directed by management.
  • Perform other duties as assigned and comply with KeyBank policies and procedures.
  • Promote bank products and services, educate clients about access channels, and identify sales opportunities.
  • Process cash transactions securely and accurately, including deposits and withdrawals, and balance cash drawers at shift end.
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