Lead Teller
Core
Act as a trusted advisor and primary troubleshooter for complex client servicing issues in a branch setting, transitioning clients to bankers for deeper financial conversations.
Role type
Lead Teller (Senior IC)
Builds
Client relationships and operational effectiveness for KeyBank branch communities
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
cash handling, client relationship management, coaching, scheduling, compliance adherence, product knowledge, sales promotion
Preferred skills
Notary License
Technologies
Windows-based PC applications, calculator
Responsibilities
Resolve complex client servicing issues and troubleshoot problems, coach tellers on performance and compliance, manage day-to-day teller scheduling and staffing, transition clients to bankers for financial wellness conversations, balance cash drawers and ensure security procedures, promote bank products to achieve sales targets.
Seniority
Senior, hands-on IC