Lead Teller
Core
Act as a resource to identify and resolve complex client servicing issues, coach tellers, and transition clients to bankers for deeper financial conversations.
Role type
Lead Teller (Branch Operations & Client Service)
Builds
Client relationships and branch operational effectiveness
Domain
Banking / Retail Finance
Deliverable
physical/clinical work
Required skills
Cash handling, Client relationship management, Coaching/mentoring, Branch compliance, Scheduling, Financial wellness tools
Preferred skills
Notary License
Technologies
Windows-based applications, Calculator
Responsibilities
Balance cash drawers and process deposits/withdrawals, Coach tellers on operational standards, Transition clients to bankers, Schedule branch teller staff, Ensure compliance with regulatory and security procedures
Seniority
Individual Contributor, Mid-level
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