Lead Teller

KeyBank•Warrington, PA
•Onsite

About The Position

The Lead Teller serves as a client-service resource in a KeyBank branch, identifying and resolving client servicing issues and acting as the primary troubleshooter for complex problems. The role enhances client relationships through distinctive service, listens for financial needs, and connects clients with a Banker for deeper financial wellness conversations. Lead Tellers also help clients pursue financial goals using financial wellness tools. The position oversees day-to-day teller-line operations, including scheduling and staffing, coaching Tellers, and maintaining branch operational standards and compliance with regulatory, security, audit, and internal controls. The Lead Teller supports onboarding and training new Tellers and stays current on product guides, fees, and policies. This is an in-person branch role at 280 Easton Road in Warrington, Pennsylvania. Saturday work is required as directed by management. The position may include other duties as assigned or changed.

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 a PC, Windows-based applications, and a calculator.
  • Ability to lead, motivate, and foster teamwork.
  • Organizational skills and ability to manage multiple tasks.
  • Knowledge of clients’ accounts and banking relationships, and sound judgment with clients and transactions.
  • Strong sales and service skills, including presenting products and services and educating clients on access channels such as ATM, online banking, and telephone banking.
  • Strong work ethic and high integrity; ability to make reasonable decisions using sound judgment when direction is unavailable.
  • Excellent time-management skills.
  • Ability to occasionally operate a motor vehicle and a valid driver's license.
  • Ability to meet the physical demands of prolonged standing, frequent hand use and forward reaching, client communication face-to-face and by phone, occasional bending and lifting from floor height, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds.

Nice To Haves

  • Notary License.

Responsibilities

  • Deliver a strong client experience and engage with clients and teammates in the branch.
  • 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 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 Teller scheduling, observing and coaching staff, and overseeing operational standards.
  • Provide branch staff with direction and guidance on operational and regulatory procedures.
  • Review product guides, fees, and policies to remain current on offerings.
  • Support the Branch Manager with onboarding and training new Tellers.
  • Work Saturdays as directed by management.
  • Process cash transactions securely and accurately, including deposits, withdrawals, and balancing drawers.
  • Promote bank products and services, identify sales opportunities, and achieve sales targets.
  • Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and Key.
  • Perform other duties as assigned.
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