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
In-person branch client service experience and operational effectiveness
Domain
Banking / Financial Services
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 service needs, coach tellers to enhance client experience and operational effectiveness, manage day-to-day teller scheduling and staffing, observe and ensure compliance with regulatory and security procedures, balance cash drawers within guidelines, transition clients to bankers for financial wellness conversations, support onboarding and training of new tellers.
Seniority
Individual Contributor, operational lead