Lead Teller

KeyBank•Dayton, OH
•$19 - $25•Onsite

About The Position

The Lead Teller serves as a resource for identifying and resolving client servicing issues, troubleshoots complex problems, and enhances client relationships through distinctive in-branch service. The role listens for clients’ financial needs and transitions them to a Banker for deeper financial wellness conversations. It also coaches Tellers, manages day-to-day teller-line scheduling and staffing, and helps ensure branch compliance with regulatory, security, and internal audit controls. The position performs teller functions accurately and efficiently while supporting other Tellers, providing client education and financial wellness tools, and helping clients use the bank’s products and access channels. The Lead Teller supports the Branch Manager with Teller onboarding and training and participates in in-person branch huddles and end-of-day debriefs. Work on Saturdays may be 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 with Windows-based applications and a calculator.
  • Demonstrated ability to lead, motivate, and foster teamwork.
  • Demonstrated organizational skills while managing multiple tasks.
  • Knowledge of client accounts and banking relationships, with sound judgment regarding clients 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 in the absence of direction.
  • Excellent time-management skills.
  • Ability to manage teller-line activities, process transactions accurately and efficiently, maintain compliance, and provide exceptional client service.
  • Ability to process cash transactions securely and accurately, including deposits and withdrawals, and balance cash drawers.
  • Ability to promote bank products and services, identify sales opportunities, and achieve sales targets.
  • Ability to communicate with clients face to face and by phone.
  • Ability to occasionally operate a motor vehicle and hold a valid driver's license.
  • Physical ability to stand for 5–8 hours per day; frequently use hands to manipulate or grasp objects, reach forward, and lift 1–10 pounds; occasionally bend and lift from floor height and lift up to 30 pounds.

Nice To Haves

  • Notary license.

Responsibilities

  • Provide distinctive client service and help identify and resolve complex client servicing issues.
  • Perform teller functions efficiently, effectively, and accurately in an in-person branch setting, while coaching other Tellers.
  • Listen for financial wellness opportunities and transition clients to a Banker when appropriate.
  • Help clients pursue financial goals using financial wellness tools and education.
  • 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 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 remain current on offerings.
  • Support the Branch Manager in onboarding and training new Tellers.
  • Work Saturdays as directed by management.
  • Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ best interests.
  • Perform other assigned duties, which may change or be added.
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