Lead Teller
About The Position
The Lead Teller serves as a resource for identifying and resolving client servicing issues, troubleshooting complex problems, and providing distinctive service in a KeyBank branch. The role builds client relationships, listens for financial needs, and connects clients with bankers for deeper financial wellness conversations. The Lead Teller also supports teller performance through observation and coaching and manages day-to-day teller-line scheduling, staffing needs, and branch operational standards, including compliance with regulatory, security, and internal audit controls. The position performs and oversees teller functions in person, maintains cash-handling accuracy, supports clients with financial wellness tools, and helps train new Tellers. It includes participation in in-person branch huddles and debriefs and work on Saturdays as directed by management. Other duties may be assigned. The role is branch-based in West Linn, Oregon. Compensation is $18.75–$25.00 per hour, with potential incentive compensation. The posting refers applicants to a separate benefits list but does not enumerate specific benefits.
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 with Windows-based applications and a calculator.
- Ability to lead, motivate, and foster teamwork.
- Organizational skills and ability to manage multiple tasks.
- Knowledge of clients’ accounts and banking relationships, with sound judgment in client interactions and transactions.
- Strong sales and service skills and ability to proactively educate clients about products, services, and access channels.
- 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 and engage with clients and teammates in the branch.
- Perform teller functions efficiently, effectively, and accurately, and coach other tellers in doing so.
- Identify and resolve complex client servicing issues.
- Listen for financial wellness opportunities and transition clients to a Banker as appropriate.
- Help clients achieve financial goals through 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 guidelines.
- Manage day-to-day teller-line duties, including teller scheduling, observing and coaching tellers, and overseeing branch operational standards.
- Guide branch staff on operational and regulatory procedures.
- Maintain current knowledge of product guides, fees, policies, and offerings.
- Support the Branch Manager in 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, including ATM, online banking, and telephone banking.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
