Lead Teller

KeyBank • Lansdale, PA

4d • Onsite

About The Position

The Lead Teller serves as a client-service resource and primary troubleshooter for complex servicing issues in a KeyBank branch. The role provides distinctive in-person service, identifies clients’ financial wellness needs, and connects them with a Banker for deeper financial conversations. The Lead Teller also coaches Tellers, manages day-to-day teller-line staffing and operations, and helps ensure compliance with regulatory, security, and internal audit controls.

The position supports clients in pursuing financial goals through education and financial wellness tools, promotes bank products and services, and helps maintain accurate, secure transaction processing. It supports the Branch Manager with Teller onboarding and training and follows KeyBank policies and its Code of Conduct. 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 and ability to manage multiple tasks.
• Knowledge of client 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 ATM, online, 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 with a valid driver’s license.
• Ability to meet the stated physical demands, including prolonged standing, frequent hand use and reaching, and occasional bending and lifting.

Nice To Haves

• Notary license.

Responsibilities

• Provide an attentive, high-quality client experience and build client relationships.
• Perform teller functions efficiently, effectively, and accurately in an in-person branch setting; coach other Tellers in these functions.
• 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 and education.
• Attend in-person morning huddles and end-of-day debriefs.
• Follow compliance, audit, and security procedures and balance the cash drawer within guidelines.
• Manage teller-line scheduling and day-to-day duties; observe and coach Tellers; oversee operational standards and guide branch staff on operational and regulatory procedures.
• Maintain knowledge of product guides, fees, policies, and offerings.
• Support the Branch Manager in onboarding and training new Tellers.
• 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.
• Work Saturdays as directed by management.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ and Key’s best interests.
• Perform other duties as assigned; duties and activities may change.

What This Job Offers

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