Lead Teller

KeyBank • Hood River, OR

4d • Onsite

About The Position

The Lead Teller serves as a trusted advisor and primary resource for client servicing issues in a KeyBank branch. The role troubleshoots complex client service needs, provides distinctive in-branch service, identifies financial wellness opportunities during client conversations, and transitions clients to a Banker for deeper financial conversations. The Lead Teller also supports the client experience and operational effectiveness by coaching tellers and managing day-to-day teller-line scheduling, staffing, and branch compliance with regulatory, security, audit, and internal controls.

The position performs teller functions accurately and efficiently, helps clients work toward financial goals using financial wellness tools, and promotes the bank’s products and services. The Lead Teller supports onboarding and training new tellers, participates in in-person morning huddles and end-of-day debriefs, and works Saturdays as directed by management. Other duties may be assigned, and responsibilities may change with or without notice.

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 with Windows-based applications and a calculator.
• Demonstrated ability to lead, motivate, and foster teamwork.
• Demonstrated organizational skills while managing multiple tasks.
• Knowledge of clients’ accounts and banking relationships, with sound judgment regarding clients and transactions.
• Strong sales and service skills, including presenting products and services and educating clients on access channels such as ATMs, online banking, and telephone banking.
• 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 and hold a valid driver’s license.
• Ability to meet the stated physical demands: prolonged standing for 5–8 hours per day; frequent hand use, forward reaching, and lifting 1–10 pounds; occasional bending and lifting from floor height and lifting up to 30 pounds; and communicating face to face and by phone.

Nice To Haves

• Notary license.

Responsibilities

• Provide a strong client experience and engage with clients and teammates in the branch.
• 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 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 teller-line scheduling and day-to-day duties, observe and coach tellers, and oversee branch operational standards.
• Provide branch staff with direction and guidance on operational and regulatory procedures.
• Keep current on product guides, fees, policies, and offerings.
• Support the Branch Manager with onboarding and training new tellers.
• Work Saturdays as directed by management.
• Promote bank products and services, identify sales opportunities, and work toward sales targets.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
• Perform other duties as assigned.

What This Job Offers

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