Lead Teller
Core
Act as a resource to identify and resolve complex client servicing issues, coach tellers, and transition clients to bankers for financial wellness conversations.
Role type
Lead Teller (Branch Operations)
Builds
In-person branch client service and operational efficiency
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
cash handling, client relationship management, teller line scheduling, regulatory compliance, coaching, financial tools education
Preferred skills
Notary License
Technologies
Windows-based PC applications, calculator
Responsibilities
Balance cash drawers within guidelines, observe and coach tellers to enhance effectiveness, manage day-to-day teller scheduling and staffing, transition clients to bankers based on financial needs, attend morning huddles and end-of-day debriefs, support onboarding and training of new tellers
Seniority
Individual Contributor, operational lead