Lead Teller

KeyBank•Carmel, IN
•$19 - $25•Onsite

About The Position

The Lead Teller serves as a resource for identifying and resolving client servicing issues, troubleshoots complex problems and client service needs, and provides distinctive in-branch service to strengthen client relationships. The role listens for clients’ financial needs and transitions them to a Banker for deeper financial wellness conversations, while helping clients use financial wellness tools to pursue their goals. The Lead Teller also coaches Tellers, manages day-to-day teller-line scheduling and staffing matters, and supports compliance with regulatory, security, and internal audit controls.

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 and ability to manage multiple tasks.
  • Knowledge of clients’ accounts and business with the bank, and sound judgment with clients and transactions.
  • Strong sales and service skills, including presenting products and services and educating clients about ATM, online, 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 occasionally operate a motor vehicle and a valid driver’s license.

Nice To Haves

  • Notary License.

Responsibilities

  • Provide a strong client experience by being present with clients and teammates.
  • Perform teller functions efficiently, effectively, and accurately in an in-person branch setting, and coach other Tellers to do the same.
  • Identify and resolve complex client servicing issues.
  • Listen for financial wellness opportunities and appropriately transition clients to a Banker.
  • Help clients pursue financial goals through financial wellness tools and education.
  • 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 established guidelines.
  • Manage day-to-day teller-line duties, including Teller scheduling, observing and coaching Tellers, and overseeing branch operational standards.
  • Guide branch staff on operational and regulatory procedures.
  • Maintain current knowledge of product guides, fees, policies, and offerings.
  • Support the Branch Manager with 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.
  • Process cash transactions securely and accurately, including deposits and withdrawals, and balance cash drawers at the end of each shift.
  • Promote bank products and services, identify sales opportunities, and work toward sales targets.

Benefits

  • The position is eligible for benefits; specific benefits are referenced through a linked benefits list that is not included in the posting.
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