Lead Teller

KeyBank • Eugene, OR

6d • $19 - $25 • Onsite

About The Position

The Lead Teller serves as a resource for identifying and resolving client servicing issues, troubleshoots complex problems, and enhances client relationships by providing distinctive service in a branch. The role listens for clients’ financial needs and transitions them to a Banker for deeper financial wellness conversations. The Lead Teller also coaches Tellers, manages day-to-day teller scheduling and staffing issues, and supports branch compliance with regulatory, security, audit, and operational controls.

The position performs teller functions accurately and efficiently in an in-person branch setting, assists clients with financial wellness tools, and helps maintain a strong client experience. It supports onboarding and training new Tellers and provides operational guidance to branch staff. Saturday work is required as directed by management. Duties may change or be reassigned at any time.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 3 years of demonstrated superior client relationship skills.
• At least 3 years of experience in cash handling.
• Working knowledge of PCs, 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 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 banking, and telephone banking.
• Strong work ethic, integrity, and ability to make reasonable decisions independently.
• Excellent time management skills.
• Ability to manage teller-line activities, process transactions accurately, maintain compliance with banking regulations, and provide client service.
• Ability to process cash transactions securely, including deposits and withdrawals, and balance cash drawers.
• Ability to promote products and services, identify sales opportunities, and achieve sales targets.
• Ability to help clients pursue financial goals through education and financial tools.
• 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 a strong client experience and engage 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 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 teller-line activities, including scheduling, staffing, observing and coaching Tellers, and overseeing operational standards.
• Provide branch staff with direction and guidance on operational and regulatory procedures.
• Review product guides, fees, and policies to stay current on offerings.
• Support the Branch Manager with onboarding and training new Tellers.
• Work Saturdays as directed by management.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ best interests.
• Perform other duties as assigned.

What This Job Offers

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