Lead Teller
Core
Lead Teller acting as a resource to resolve complex client servicing issues, coach tellers, manage branch teller scheduling, and transition clients to bankers for financial wellness conversations.
Role type
Senior IC teller (branch operations)
Builds
Client service interactions and branch operational efficiency
Domain
Banking / Retail Finance
Deliverable
physical/clinical work
Required skills
cash handling, client relationship management, teller scheduling, compliance with banking regulations, coaching, sales of financial products
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 regulatory and security procedures; participate in morning huddles and end-of-day debriefs.
Seniority
Mid-level, hands-on IC