Lead Teller

KeyBank • Dayton, OH

10d • 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 focuses on delivering a distinctive client experience, identifying financial wellness needs through client conversations, and connecting clients with a Banker for deeper financial discussions. The Lead Teller also helps coach Tellers, manages the day-to-day teller line and scheduling, and supports branch compliance with regulatory, security, and internal audit controls.

This position performs teller functions accurately and efficiently, helps clients use financial wellness tools, and promotes appropriate bank products and services. It supports onboarding and training new Tellers, participates in branch huddles and debriefs, and follows KeyBank policies and procedures. Work is performed in a branch setting, and Saturdays are worked as directed by management.

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 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, high integrity, and ability to make reasonable decisions independently.
• Excellent time-management skills.
• Ability to occasionally operate a motor vehicle with a valid driver's license.
• Ability to meet the physical demands of prolonged standing, frequent hand use and reaching, occasional bending and lifting, and 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 build client relationships through attentive, distinctive service.
• Perform teller functions efficiently, effectively, and accurately 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 work toward 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 established guidelines.
• Manage day-to-day teller-line operations, including Teller scheduling and staffing needs.
• Observe and coach Tellers to improve client experience and operational effectiveness.
• Oversee branch operational standards and provide guidance to branch staff 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.
• Promote bank products and services, educate clients on available access channels, identify sales opportunities, and work toward sales targets.
• Work Saturdays as directed by management.
• Perform other assigned duties and comply with KeyBank policies and procedures.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for a list of benefits provided through the employer; 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