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 (Branch Operations)
Builds
Client relationships and branch operational effectiveness
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
cash handling, client relationship management, regulatory compliance, teller scheduling, coaching, financial wellness education, product knowledge
Preferred skills
Notary License
Technologies
Windows-based PC applications, calculator
Responsibilities
Resolve complex client servicing issues and troubleshoot account problems, coach and observe tellers to enhance client experience, manage day-to-day teller scheduling and staffing, balance cash drawers and ensure security compliance, transition clients to bankers based on financial needs, support onboarding and training of new tellers
Seniority
Individual Contributor, operational lead