Lead Teller

KeyBank • West Linn, OR

11d • Onsite

About The Position

The Lead Teller serves as a resource for identifying and resolving client servicing issues, troubleshoots complex problems, and provides distinctive service to strengthen client relationships. The role listens for financial wellness needs and transitions clients to a Banker for deeper financial conversations, while helping clients use financial wellness tools to work toward their goals.

In an in-person branch setting, the Lead Teller performs and oversees teller functions, coaches Tellers, manages day-to-day teller-line scheduling and staffing, and supports operational effectiveness. The position also helps maintain branch compliance with regulatory, security, audit, and internal procedures, and assists the Branch Manager with onboarding and training new Tellers. The role includes Saturday work as directed by management and other duties as assigned.

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.
• Demonstrated ability to lead, motivate, and foster teamwork.
• Demonstrated organizational skills and ability to manage multiple tasks.
• Knowledge of clients' accounts and banking relationships, and sound judgment when working with clients and transactions.
• Strong sales and service skills, including educating clients about available access channels such as ATM, online, and telephone banking.
• Strong work ethic, high integrity, and ability to make reasonable decisions 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 by being present with clients and teammates.
• Perform teller functions efficiently, effectively, and accurately in an in-person branch setting, while coaching other Tellers to do the same.
• 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.
• Participate in in-person morning huddles and end-of-day debriefs.
• Follow compliance, audit, and security procedures and balance the cash drawer within applicable guidelines.
• Manage day-to-day teller-line duties, including Teller scheduling, observing and coaching Tellers, and overseeing branch 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 in onboarding and training new Tellers.
• Work Saturdays as directed by management.
• Promote bank products and services, identify sales opportunities, and help achieve sales targets.
• Process cash transactions securely and accurately, including deposits, withdrawals, and cash-drawer balancing.
• Perform other assigned duties and comply with KeyBank policies and procedures.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for benefits; specific benefits are referenced through a link in the posting.

What This Job Offers

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