Lead Teller
Core
Act as a resource to identify and resolve complex client servicing issues, coach tellers, manage branch teller scheduling, and transition clients to bankers for financial wellness conversations.
Role type
Lead Teller (Branch Operations & Client Service)
Builds
In-person branch client service experience and operational effectiveness
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
cash handling, client relationship management, coaching/mentoring, scheduling, compliance adherence, product knowledge, sales promotion
Preferred skills
Notary License
Technologies
Windows-based PC applications, calculator
Responsibilities
Resolve complex client servicing issues, coach tellers on performance, manage teller scheduling and staffing, transition clients to bankers, balance cash drawers, ensure regulatory compliance, promote bank products and services
Seniority
Individual Contributor, operational lead