KeyBank
Financial Services
LeadTeller
“Lead Teller at KeyBank. Skills: Client servicing, Troubleshooting, Client relationship enhancement, Coaching Tellers, Scheduling, Branch compliance, Cash handling, Sales. Act as a resource in identifying and resolving client servicing issues. Serve as the primary troubleshooter for complex problems and client service needs”
What You'll Achieve.
Enhance client relationships with Key; Help clients achieve their financial goals and objectives; Achieve sales targets
Industry & Context.
Problem solver; Troubleshooter for complex problems and client service needs; Exercise sound judgment to make reasonable decisions in the absence of direction
Prolonged Standing (5-8 hours per day), Frequent use of hands to manipulate/grasp objects, Ability to communicate face to face and on the phone with clients, Occasional bending and lifting from floor height, Frequent forward reach, Frequent lifting of 1 – 10 lbs., Occasional lifting of up to 30 lbs., Ability to occasionally operate a motor vehicle with a valid driver's license, Work on Saturdays as directed by management
What They're Looking For.
Must Have
3+ years Demonstrated superior client relationship skills, 3+ years Experienced in cash handling, Working knowledge of PC with Windows based applications and calculator, Demonstrated ability to lead, motivate, and foster teamwork, Demonstrated organizational skills while managing multiple tasks
Nice to Have
Notary License
What You'll Do.
Act as a resource in identifying and resolving client servicing issues
Serve as the primary troubleshooter for complex problems and client service needs
Enhance client relationships with Key by providing distinctive quality service in branch
Ask questions and listen to clients to uncover financial needs and transition clients to a banker
Observe and provide coaching to Tellers to enhance the client experience and operational effectiveness
Responsible for day-to-day Teller scheduling
and branch compliance with regulatory
and internal audit controls
Embody a client experience culture
Assume responsibility for the efficient
and accurate performance of teller functions while coaching other tellers
Assist clients in achieving their financial goals and objectives
Attend and participate in in-person morning huddles and end-of-day debriefs
and security procedures
Balance cash drawer within balancing guidelines
Manage day-to-day duties for the branch teller line
Provide direction and guidance for branch staff on operational/regulatory procedures
Review and maintain knowledge of product guides
Support the Branch Manager in onboarding and training new Tellers
Work on Saturdays as directed by management
Comply with all KeyBank policies and procedures
How You'll Work.
Team & Collaboration
Foster teamwork; Provide coaching to Tellers; Support the Branch Manager in onboarding and training new Tellers; Collaborate with teammates
Communication Scope
Ability to communicate face to face and on the phone with clients
Process & Methodology
Managing multiple tasks
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