Lead Teller

KeyBank•Rockland, ME
•Onsite

About The Position

The Lead Teller supports clients and businesses in the KeyBank community by resolving client servicing issues, troubleshooting complex problems, and providing distinctive service in a branch setting. The role listens for financial wellness needs and connects clients with a Banker for deeper conversations. It also helps coach Tellers, manages day-to-day teller-line scheduling and staffing, and supports compliance with regulatory, security, and internal audit controls. The Lead Teller performs and oversees teller functions accurately and efficiently, supports client financial goals through financial wellness tools, and helps maintain branch operational standards. The position includes in-person morning huddles and end-of-day debriefs, onboarding and training support for new Tellers, and Saturday work as directed by management. Duties may change or be assigned without notice. The role is branch-based in Rockland, Maine, and requires occasional operation of a motor vehicle with a valid driver’s license.

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 and ability to manage multiple tasks.
  • Knowledge of client accounts and banking relationships, with sound judgment in client interactions and transactions.
  • Strong sales and service skills, including the ability to present products and services and educate clients about access channels.
  • 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 with a valid driver’s license.
  • Ability to meet the described physical demands, including prolonged standing, frequent hand use and reaching, and occasional lifting.

Nice To Haves

  • Notary License.

Responsibilities

  • Provide a strong client experience and engage with clients and teammates in the branch.
  • 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 work toward 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 applicable guidelines.
  • Manage day-to-day teller-line duties, including Teller scheduling, staffing issues, observation, and coaching.
  • Oversee branch operational standards and provide staff with direction on operational and regulatory procedures.
  • Keep current on product guides, fees, policies, and offerings.
  • Support the Branch Manager with onboarding and training new Tellers.
  • Work Saturdays as directed by management.
  • Promote bank products and services, identify sales opportunities, and educate clients about available access channels.
  • Accurately and securely process cash transactions, including deposits and withdrawals, and balance cash drawers at the end of each shift.
  • Perform other duties as assigned.
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