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 Banking)
Builds
Client relationships and branch operational effectiveness
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
cash transaction processing, teller line management, coaching, compliance adherence, financial needs analysis, scheduling, regulatory knowledge
Preferred skills
Notary License
Technologies
Windows-based PC applications, calculator
Responsibilities
Balance cash drawers and process deposits/withdrawals accurately; coach and observe tellers to enhance client experience; manage day-to-day teller scheduling and staffing; transition clients to bankers based on financial needs; ensure branch compliance with security and audit controls; support onboarding of new tellers.
Seniority
Individual Contributor, operational lead