Lead Teller

KeyBank • New Hartford, NY

7d • $19 - $25 • 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 service, identifies client needs, and transitions clients to bankers for deeper financial wellness conversations. Lead Tellers help clients pursue financial goals using financial wellness tools and coach tellers to improve the client experience and operational effectiveness.

The position is responsible for day-to-day teller-line operations, including scheduling and staffing, coaching, operational standards, and compliance with regulatory, security, audit, and internal controls. It also supports onboarding and training new tellers, maintains current knowledge of products, fees, and policies, and performs teller functions accurately in an in-person branch setting. Saturday work is required 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.
• Demonstrated ability to lead, motivate, and foster teamwork.
• Demonstrated 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 access channels such as ATM, online, and telephone banking.
• Strong work ethic, high integrity, and ability to make reasonable decisions independently.
• Excellent time-management skills.
• Ability to process cash transactions securely and accurately, including deposits and withdrawals, and balance cash drawers.
• Ability to promote bank products and services, identify sales opportunities, and achieve sales targets.
• Ability to communicate with clients face to face and by phone.
• Ability to occasionally operate a motor vehicle with a valid driver’s license.

Nice To Haves

• Notary license.

Responsibilities

• Deliver a strong client experience and build client relationships through attentive, in-person service.
• 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 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 teller scheduling, observing and coaching tellers, and overseeing branch operational standards.
• Provide branch staff with direction and guidance on operational and regulatory procedures.
• Maintain knowledge of product guides, fees, policies, and current offerings.
• 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.

What This Job Offers

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