Lead Teller

KeyBank•Fishers, IN
•Onsite

About The Position

The Lead Teller serves as a client-service resource and troubleshooter in a KeyBank branch, resolving complex servicing issues and strengthening client relationships through distinctive, in-person service. The role listens for clients’ financial wellness needs and connects them with a Banker for deeper conversations, while helping clients use financial wellness tools to pursue their goals. The Lead Teller performs and oversees teller operations, including scheduling and staffing the teller line, coaching tellers, supporting onboarding and training, and guiding branch staff on operational and regulatory procedures. The role also helps maintain compliance with regulatory, security, audit, and internal controls and supports accurate cash handling. The position works in a branch setting and may include 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 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, 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 to make reasonable decisions without direction.
  • Excellent time-management skills.
  • Ability to manage teller-line activities, process transactions accurately and efficiently, maintain compliance with banking regulations, and provide client service.
  • Ability to process cash transactions securely, including deposits and withdrawals, and balance cash drawers.
  • Ability to promote bank products and services, identify sales opportunities, and achieve 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 and perform teller functions accurately and efficiently in an in-person branch setting.
  • Identify and resolve complex client servicing issues.
  • Listen for financial wellness opportunities, transition clients to a Banker, and help clients use financial wellness tools to pursue their goals.
  • Attend in-person morning huddles and end-of-day debriefs.
  • Follow compliance, audit, and security procedures and balance the cash drawer within established guidelines.
  • Manage daily teller-line operations, including scheduling tellers, addressing staffing issues, observing and coaching tellers, and overseeing 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 with 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 the best interests of clients and KeyBank.
  • Perform other duties as assigned; duties, responsibilities, or activities may change.
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