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 branch operational effectiveness
Domain
Banking / Retail Finance
Deliverable
physical/clinical work
Required skills
Cash handling, client relationship management, regulatory compliance, teller scheduling, coaching, financial wellness tools
Preferred skills
Notary License
Technologies
Windows-based applications, calculator
Responsibilities
Balance cash drawers and process deposits/withdrawals accurately, coach and schedule tellers, resolve complex client servicing issues, transition clients to bankers, ensure branch compliance with security and audit controls
Seniority
Mid-level, hands-on IC
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