Lead Teller

KeyBank•Denver, CO
•$19 - $25•Onsite

About The Position

The Lead Teller serves as a problem solver, trusted advisor, and partner to people and businesses in KeyBank communities. This role identifies and resolves client servicing issues, troubleshoots complex problems, and provides distinctive service to strengthen client relationships. Lead Tellers listen for clients’ financial needs and connect them with a Banker for a deeper financial wellness conversation, while helping clients use financial wellness tools to pursue their goals. In an in-person branch setting, the Lead Teller performs teller functions and coaches other tellers to support accurate, efficient service and operational effectiveness. The role manages day-to-day teller-line activities, including scheduling and staffing, and provides guidance on operational and regulatory procedures. It also supports branch compliance with regulatory, security, and internal audit controls and assists the Branch Manager with onboarding and training new Tellers. The position requires Saturday work as directed by management.

Requirements

  • High school diploma, GED, or equivalent business experience.
  • At least 3 years of experience demonstrating superior client relationship skills.
  • At least 3 years of cash-handling experience.
  • Working knowledge of PCs with Windows-based applications and a calculator.
  • Demonstrated ability to lead, motivate, and foster teamwork.
  • Demonstrated organizational skills and ability to manage multiple tasks.
  • Knowledge of clients’ accounts and banking relationships, with sound judgment in client interactions and transactions.
  • Strong sales and service skills, including presenting products and services and proactively educating clients about ATM, online, and telephone banking.
  • Strong work ethic, high integrity, and ability to make reasonable decisions using sound judgment in the absence of direction.
  • Excellent time-management skills.
  • 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 in the branch.
  • Perform teller functions efficiently, effectively, and accurately while coaching other tellers.
  • 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 and participate in in-person morning huddles and end-of-day debriefs.
  • Follow compliance, audit, and security procedures and balance the cash drawer within guidelines.
  • Manage daily teller-line duties, including teller scheduling, observing and coaching tellers, and maintaining branch operational standards.
  • Provide branch staff with direction and guidance on operational and regulatory procedures.
  • Review product guides, fees, and policies to stay current on offerings.
  • Support the Branch Manager in onboarding and training new Tellers.
  • Work on Saturdays as directed by management.
  • Promote bank products and services, educate clients about available access channels, identify sales opportunities, and work toward sales targets.
  • Accurately and securely process cash transactions, including deposits and withdrawals, and balance cash drawers at the end of each shift.
  • Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ best interests.
  • Perform other duties as assigned; duties, responsibilities, or activities may change or be added.
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