Lead Teller

KeyBank•North Tonawanda, NY
•$19 - $25•Onsite

About The Position

The Lead Teller serves as a resource for identifying and resolving client servicing issues, troubleshoots complex problems, and provides distinctive service to strengthen client relationships in a KeyBank branch. The role listens for clients’ financial needs and connects them with a Banker for deeper financial wellness conversations, while helping clients use financial wellness tools to work toward their goals. The Lead Teller performs teller functions accurately and efficiently while coaching other tellers, managing teller-line scheduling and staffing needs, and supporting branch compliance with regulatory, security, audit, and internal controls. The role also helps onboard and train new Tellers and supports a positive client experience and effective branch operations.

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.
  • Ability to lead, motivate, and foster teamwork.
  • Organizational skills and ability to manage 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 about available access channels.
  • Strong work ethic, high integrity, and ability to make reasonable decisions in the absence of direction.
  • Excellent time-management skills.
  • Ability to manage teller-line activities, process transactions accurately and efficiently, maintain regulatory compliance, and provide exceptional client service.
  • Ability to process cash transactions securely and accurately, including deposits, withdrawals, and cash-drawer balancing.
  • Ability to promote bank products and services, identify sales opportunities, and work toward sales targets.
  • Ability to occasionally operate a motor vehicle with a valid driver's license.

Nice To Haves

  • Notary license.

Responsibilities

  • Provide a strong client experience by being present with clients and teammates.
  • Perform teller functions efficiently, effectively, and accurately in an in-person branch setting, and coach other tellers to do the same.
  • 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 established 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.
  • 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.
  • Perform other assigned duties and comply with KeyBank policies and procedures, including ethical conduct and acting in clients’ best interests.

Benefits

  • Incentive compensation, which may include production, commission, and/or discretionary incentives.
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