Lead Teller

KeyBank • Chatham, NY

11d • Onsite

About The Position

The Lead Teller serves as a resource for client servicing and resolves complex client service issues in a branch setting. The role provides distinctive client service, identifies opportunities to support clients’ financial wellness, and connects clients with a Banker for deeper financial conversations. The Lead Teller also coaches Tellers, manages day-to-day teller line scheduling and staffing, supports branch operations, and helps ensure compliance with regulatory, security, audit, and internal controls.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 3 years of demonstrated superior client relationship skills.
• At least 3 years of experience in cash handling.
• Working knowledge of PCs, Windows-based applications, and calculators.
• Demonstrated ability to lead, motivate, and foster teamwork.
• Demonstrated organizational skills while managing multiple tasks.
• Knowledge of clients’ accounts and banking relationships, with sound judgment regarding clients and transactions.
• Strong sales and service skills, including presenting products and services and proactively educating clients about available access channels.
• Strong work ethic and high integrity, with the ability to exercise sound judgment and make reasonable decisions without 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 and attentive with clients and teammates.
• 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 as appropriate.
• Help clients pursue financial goals using financial wellness tools.
• Attend in-person morning huddles and end-of-day debriefs.
• Follow compliance, audit, and security procedures and balance the cash drawer within required guidelines.
• Manage day-to-day teller line duties, including Teller scheduling, observing and coaching Tellers, and overseeing operational standards.
• Provide branch staff with direction and guidance on operational and regulatory procedures.
• Maintain current knowledge of product guides, fees, policies, and 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.
• Process cash transactions securely and accurately, including deposits and withdrawals, and balance cash drawers at the end of each shift.
• Promote bank products and services, identify sales opportunities, and achieve sales targets.
• Educate clients about available access channels, products, services, and financial tools.

Benefits

• The position is eligible for company benefits; the specific benefits are not listed in the posting.
• Incentive compensation may include production, commission, and/or discretionary incentives.

What This Job Offers

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