Lead Teller (Spanish speaking required)
About The Position
The Lead Teller serves as a client-service resource in a KeyBank branch, identifying and resolving complex servicing issues and helping clients make progress toward their financial goals. The role provides distinctive in-person service, listens for financial wellness needs, and transitions clients to a Banker for deeper financial conversations. It also supports the effectiveness and development of the Teller team through coaching, scheduling, training, and guidance on operational standards and procedures. The Lead Teller is responsible for accurate teller functions, cash handling, and compliance with regulatory, security, audit, and internal controls. The position supports the Branch Manager with Teller onboarding and training, participates in branch huddles and debriefs, and works Saturdays as directed by management. Duties may change or be assigned as needed. The role is branch-based and requires occasional operation of a motor vehicle with a valid driver’s license.
Requirements
- High school diploma, GED, or equivalent business experience.
- At least 3 years of experience in superior client relationship skills.
- At least 3 years of cash-handling experience.
- Working knowledge of a PC with Windows-based applications and a calculator.
- 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, including presenting products and services and educating clients about ATM, online, and telephone banking.
- Strong work ethic, high integrity, and sound judgment when making decisions without direction.
- Excellent time-management skills.
- Ability to accurately and securely process cash transactions, 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 face to face and by phone with clients.
- Ability to occasionally operate a motor vehicle with a valid driver’s license.
- Ability to meet physical demands including prolonged standing for 5–8 hours per day, frequent hand use and forward reaching, occasional bending and lifting from floor height, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds.
- Spanish speaking is required.
Nice To Haves
- Notary license.
Responsibilities
- Provide distinctive in-person client service and help 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 through financial wellness tools and education.
- Perform teller functions accurately and efficiently, including cash transactions and balancing cash drawers within guidelines.
- Coach tellers and oversee teller-line effectiveness and operational standards.
- Manage day-to-day Teller line duties, including teller scheduling and staffing issues.
- Provide branch staff with direction and guidance on operational and regulatory procedures.
- Follow compliance, audit, security, and internal control procedures.
- Review product guides, fees, and policies to remain current on offerings.
- Support the Branch Manager in onboarding and training new Tellers.
- Attend and participate in in-person morning huddles and end-of-day debriefs.
- Promote bank products and services and educate clients about available access channels.
- Work Saturdays as directed by management.
- Occasionally operate a motor vehicle with a valid driver’s license.
- Perform other duties as assigned and comply with KeyBank policies and its Code of Conduct.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
