Lead Teller
Core
Act as a resource to identify and resolve complex client servicing issues, coach tellers, and transition clients to bankers for financial wellness conversations.
Role type
Lead Teller (Branch Banking)
Builds
Client relationships and branch operational effectiveness
Domain
Banking / Retail Finance
Deliverable
physical/clinical work
Required skills
Cash handling, Client relationship management, Coaching/mentoring, Scheduling, Compliance adherence, Financial wellness tools
Preferred skills
Notary License
Technologies
Windows-based applications, Calculator
Responsibilities
Balance cash drawers, Coach tellers on performance, Transition clients to bankers, Manage teller scheduling, Ensure branch compliance with regulations
Seniority
Mid-level IC