Lead Teller

KeyBank • Liberty, NY

20d • Onsite

About The Position

The Lead Teller serves as a client-service resource in a KeyBank branch, resolving complex servicing issues and helping strengthen client relationships through distinctive, in-person service. The role listens for clients’ financial needs and connects them with a Banker for deeper financial wellness conversations, while also helping clients use financial wellness tools to pursue their goals.

The Lead Teller oversees day-to-day teller-line operations, including teller scheduling, staffing matters, coaching, and operational standards. The position supports compliance with regulatory, security, audit, and internal policies, and assists the Branch Manager with onboarding and training new Tellers. The role works in an in-person branch setting and may include 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 calculators.
• Ability to lead, motivate, and foster teamwork.
• Organizational skills 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 proactively educating clients about products and access channels such as ATMs, online banking, and telephone banking.
• Strong work ethic, high integrity, and ability to make reasonable decisions in the absence of direction.
• Excellent time-management skills.
• Ability to process cash transactions securely and accurately, including deposits, withdrawals, and balancing cash drawers.
• Ability to promote bank products and services, identify sales opportunities, and achieve sales targets.
• Ability to communicate face-to-face and by phone with clients.
• Ability to occasionally operate a motor vehicle with a valid driver's license.

Nice To Haves

• Notary license.

Responsibilities

• Deliver a strong, attentive client experience in interactions 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 in-person morning huddles and end-of-day debriefs.
• Follow compliance, audit, and security procedures and balance the cash drawer within established guidelines.
• Manage day-to-day teller-line duties, including scheduling, observing and coaching tellers, 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, policies, and current offerings.
• Support the Branch Manager in onboarding and training new Tellers.
• Work Saturdays as directed by management.
• Perform other duties as assigned; duties, responsibilities, and activities may change.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for benefits; specific benefits are referenced through a benefits list linked in the posting.

What This Job Offers

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