Lead Teller

KeyBank•Bellevue, WA
•Onsite

About The Position

As a Lead Teller at KeyBank, you serve as a trusted advisor and resource for clients and branch teammates. You help resolve complex client service issues, provide distinctive in-branch service, listen for financial needs, and connect clients with a Banker for deeper financial wellness conversations. You also coach Tellers, manage day-to-day teller-line scheduling and staffing, and help ensure branch compliance with regulatory, security, and internal audit controls. The role is based in an in-person branch setting and includes working Saturdays as directed by management.

Requirements

  • High school diploma, GED, or equivalent business experience.
  • At least 3 years of demonstrated 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.
  • Strong sales and service skills, including educating clients about access channels such as ATMs, Online Banking, and Telephone Banking.
  • Strong work ethic, high integrity, and sound judgment, including the ability to make reasonable decisions without direction.
  • Excellent time-management skills.
  • Knowledge of client accounts and banking relationships, and sound judgment in client interactions and transactions.
  • Ability to occasionally operate a motor vehicle with a valid driver's license.

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 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 pursue financial goals through financial wellness tools and education.
  • 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 duties, including Teller scheduling, observation, coaching, and oversight of branch operational standards.
  • Guide branch staff on operational and regulatory procedures.
  • Maintain knowledge of product guides, fees, policies, and current offerings.
  • Support the Branch Manager in onboarding and training new Tellers.
  • Work Saturdays as directed by management.
  • Promote bank products and services, identify sales opportunities, and work toward sales targets.
  • Perform other duties as assigned; responsibilities or activities may change.
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