Lead Teller

KeyBank•Fairport, NY

8d•Onsite

About The Position

The Lead Teller serves as a resource for identifying and resolving client servicing issues, including complex problems, and provides distinctive-quality service in a KeyBank branch. The role listens for clients’ financial needs and connects them with a Banker for deeper financial wellness conversations, while helping clients use financial wellness tools to pursue their goals. The Lead Teller also coaches Tellers, manages day-to-day teller-line scheduling and staffing needs, and helps maintain branch compliance with regulatory, security, audit, and internal operational controls. The position is based in a branch and includes Saturday work 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.
Demonstrated ability to lead, motivate, and foster teamwork.
Demonstrated 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 access channels such as ATMs, online banking, and telephone banking.
Strong work ethic, high integrity, and sound judgment when making reasonable decisions without direction.
Excellent time-management skills.
Ability to process cash transactions accurately and securely, including deposits, withdrawals, and balancing cash drawers.
Ability to promote banking products and services, identify sales opportunities, and work toward sales targets.
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 and attentive with clients and teammates.
Perform teller functions efficiently, effectively, and accurately in an in-person branch setting, and coach 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 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 responsibilities, including Teller scheduling, observing and coaching Tellers, and overseeing operational standards.
Provide branch staff with direction and guidance on operational and regulatory procedures.
Review and maintain knowledge of product guides, fees, policies, and current offerings.
Support the Branch Manager with onboarding and training new Tellers.
Work Saturdays as directed by management.
Perform other duties as assigned and comply with KeyBank policies and procedures.