Lead Teller

KeyBank•Louisville, CO

10d•Onsite

About The Position

The Lead Teller serves as a resource for identifying and resolving client servicing issues, including complex problems, and provides distinctive in-branch service to enhance client relationships with KeyBank. The role listens for clients’ financial needs and transitions them to a Banker for deeper financial wellness conversations. It also supports Tellers through observation and coaching, manages day-to-day teller-line scheduling and staffing needs, and helps ensure branch compliance with regulatory, security, and internal audit controls. The Lead Teller performs teller functions accurately and efficiently while helping other Tellers meet those standards. The role supports clients’ financial goals through financial wellness tools, maintains knowledge of product guides, fees, and policies, and assists the Branch Manager with onboarding and training new Tellers. The position works in an in-person branch setting and works Saturdays as directed by management. Duties may change or be assigned at any time, with or without notice.

Requirements

High school diploma, GED, or equivalent business experience.
At least 3 years of experience demonstrating 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 clients’ accounts and business with the bank, with sound judgment in client interactions and transactions.
Strong sales and service skills, including presenting products and services and educating clients about ATM, online, and telephone banking.
Strong work ethic and high integrity, with the 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.
Ability to meet the position’s physical demands: prolonged standing for 5–8 hours per day; frequent hand use to manipulate or grasp objects; face-to-face and telephone communication; occasional bending and lifting from floor height; frequent forward reaching; frequent lifting of 1–10 pounds; and occasional lifting of up to 30 pounds.

Nice To Haves

Notary license.

Responsibilities

Provide a strong client experience and be present with clients and teammates.
Perform teller functions efficiently, effectively, and accurately, and coach other Tellers in those functions.
Identify and resolve complex client servicing issues.
Listen for financial wellness opportunities and transition clients to a Banker when 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 guidelines.
Manage day-to-day teller-line duties, including Teller scheduling, staffing, observation, coaching, and branch operational standards.
Provide branch staff with direction and guidance on operational and regulatory procedures.
Review and maintain knowledge of product guides, fees, and policies.
Support the Branch Manager in onboarding and training new Tellers.
Work Saturdays as directed by management.
Promote bank products and services, identify sales opportunities, and educate clients about available access channels.
Process cash transactions securely and accurately, including deposits and withdrawals, and balance cash drawers at the end of each shift.
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.