Lead Teller

KeyBank • Eugene, OR

5d • Onsite

About The Position

The Lead Teller serves as a resource for identifying and resolving client servicing issues, troubleshoots complex problems, and provides distinctive client service in a KeyBank branch. The role listens for clients’ financial needs and transitions them to a Banker for deeper financial wellness conversations. It also supports the development of Tellers through observation and coaching, manages day-to-day teller-line scheduling and staffing matters, and helps ensure branch compliance with regulatory, security, audit, and operational controls.

The Lead Teller performs and oversees teller functions, supports clients in pursuing financial goals using financial wellness tools, and helps maintain current knowledge of products, fees, and policies. The role supports the Branch Manager with onboarding and training new Tellers. This is a branch-based position with prolonged standing and occasional driving requirements. 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 experience in cash handling.
• Working knowledge of PCs, Windows-based applications, and calculators.
• Demonstrated ability to lead, motivate, and foster teamwork.
• Demonstrated organizational skills while managing multiple tasks.
• Knowledge of client accounts and banking relationships, with sound judgment in client interactions and transactions.
• Strong sales and service skills.
• Strong work ethic and high integrity, with the 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 forward reaching, and occasional bending and lifting.

Nice To Haves

• Notary license.

Responsibilities

• Provide a strong, attentive client experience to 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 appropriately transition clients to a Banker.
• 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 guidelines.
• Manage day-to-day teller-line duties, including Teller scheduling, staffing issues, observation, coaching, and operational standards.
• Guide branch staff on operational and regulatory procedures.
• Review product guides, fees, and policies to remain current on offerings.
• Support the Branch Manager in onboarding and training new Tellers.
• Work Saturdays as directed by management.
• Perform other duties as assigned and comply with KeyBank policies and procedures.
• Process cash transactions securely and accurately, including deposits, withdrawals, and drawer balancing.
• Promote bank products and services, identify sales opportunities, and work toward sales targets.
• Educate clients about available access channels and financial tools.

What This Job Offers

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