Lead Teller
Core
Act as a resource to identify and resolve complex client servicing issues, serve as the primary troubleshooter for client service needs, and transition clients to bankers for deeper financial wellness conversations.
Role type
Lead Teller (Branch Banking)
Builds
Client relationships and operational effectiveness in a physical branch setting
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
cash handling, client relationship management, regulatory compliance, scheduling, coaching, sales, financial wellness education
Preferred skills
Notary License
Technologies
Windows-based applications, calculator
Responsibilities
Balance cash drawers within guidelines, manage day-to-day duties for the branch teller line including scheduling, observe and provide coaching to tellers, transition clients to bankers, assist clients in achieving financial goals, attend morning huddles and end-of-day debriefs, support onboarding and training of new tellers
Seniority
Individual Contributor, operational lead