Lead Teller - Bilingual Spanish Preferred

KeyBank•Hartford, CT
•Onsite

About The Position

The Lead Teller serves as a resource for resolving client servicing issues, including complex problems, and provides distinctive, high-quality service in a KeyBank branch. The role builds client relationships by listening for financial wellness needs, helping clients use financial wellness tools, and connecting them with a Banker for deeper conversations. The Lead Teller performs teller functions and supports other tellers through observation and coaching, while managing teller-line scheduling, staffing issues, and operational standards. The position also supports branch compliance with regulatory, security, and internal audit controls and assists the Branch Manager with onboarding and training new Tellers. The role is based in a branch and includes Saturday work as directed by management. Spanish is preferred.

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 a calculator.
  • Ability to lead, motivate, and foster teamwork.
  • Organizational skills and ability to manage 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 available access channels.
  • Strong work ethic and integrity, with sound judgment and ability to make reasonable decisions without direction.
  • Excellent time-management skills.
  • Ability to process cash transactions securely and accurately, including deposits, withdrawals, and cash-drawer balancing.
  • Ability to occasionally operate a motor vehicle with a valid driver's license.

Nice To Haves

  • Notary license.
  • Bilingual Spanish.

Responsibilities

  • Provide a strong client experience and perform teller functions accurately and efficiently in an in-person branch setting.
  • 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 day-to-day teller-line duties, including scheduling, staffing, observing and coaching tellers, and overseeing operational standards.
  • Guide branch staff on operational and regulatory procedures.
  • Review and 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, educate clients about access channels, and identify sales opportunities.
  • Perform other duties as assigned and comply with KeyBank policies, procedures, values, and Code of Conduct.
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