Lead Teller

KeyBank • Middleburg Heights, OH

2d • Onsite

About The Position

The Lead Teller serves as a client-service resource and primary troubleshooter for complex servicing issues in a KeyBank branch. The role builds client relationships through distinctive service, identifies financial wellness needs, and transitions clients to Bankers for deeper financial conversations. The Lead Teller also supports and coaches Tellers, manages day-to-day teller-line scheduling and staffing, and helps maintain branch operational standards and compliance with regulatory, security, and internal audit controls. The position is based in a branch and includes in-person client and team interactions.

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 to manage multiple tasks.
• Knowledge of clients’ accounts and banking relationships, with sound judgment in client interactions and transactions.
• Strong sales and service skills.
• Strong work ethic, integrity, and ability to make reasonable decisions independently.
• Excellent time-management skills.
• Ability to accurately and securely process cash transactions and balance cash drawers.
• Ability to communicate with clients face to face and by phone.
• 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.
• 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 teller-line duties, including scheduling, addressing staffing issues, observing and coaching Tellers, and overseeing operational standards.
• Guide branch staff on operational and regulatory procedures.
• Maintain current knowledge of product guides, fees, policies, and 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 help clients use available access channels.
• Perform other duties as assigned and comply with KeyBank policies and procedures.

Benefits

• Incentive compensation may include production, commission, and/or discretionary incentives.
• The position is eligible for benefits; specific benefits are not listed in the posting.

What This Job Offers

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