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KeyBank

Provides banking, loans, and financial services

Lead Teller

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timePoughkeepsie, NY, USA

About the Job

Requirements

  • A high school diploma, GED, or equivalent business experience is required.
  • At least 3 years of demonstrated superior client relationship skills are required.
  • At least 3 years of cash-handling experience are required.
  • Working knowledge of a personal computer with Windows-based applications and a calculator is required.
  • Demonstrated ability to lead, motivate, and foster teamwork is required.
  • Demonstrated organizational skills while managing multiple tasks are required.
  • Knowledge of clients’ accounts and banking relationships, and the ability to use sound judgment with clients and transactions.
  • Strong sales and service skills, including presenting products and services and proactively educating clients on available access channels such as ATM, Online Banking, and Telephone Banking.
  • A strong work ethic and high integrity, with the ability to exercise sound judgment and make reasonable decisions without direction.
  • Strong time-management skills.
  • Ability to operate a motor vehicle occasionally and hold a valid driver's license.

Responsibilities

  • Perform teller functions efficiently, effectively, and accurately while coaching other tellers to do the same in an in-person branch setting.
  • Identify and resolve complex client-servicing issues.
  • Listen for financial-wellness opportunities during client conversations and appropriately transition clients to a Banker.
  • Help clients achieve financial goals and objectives using financial-wellness tools.
  • Attend and participate in in-person morning huddles and end-of-day debriefs.
  • Follow compliance, audit, and security procedures, and balance the cash drawer within established guidelines.
  • Manage day-to-day duties for the branch teller line, including scheduling tellers, observing and coaching tellers, overseeing branch operational standards, and providing branch staff with direction and guidance on operational and regulatory procedures.
  • Review and maintain knowledge of product guides, fees, and policies.
  • Support the Branch Manager in onboarding and training new Tellers.
  • Work on Saturdays as directed by management.
  • Manage daily teller-line activities, ensuring efficient and accurate transaction processing, compliance with banking regulations, and exceptional client service.
  • Process cash transactions securely and accurately, including deposits and withdrawals, and balance cash drawers at the end of each shift.
  • Promote bank products and services, identify sales opportunities, and achieve sales targets.
  • Help clients achieve financial goals through education and financial tools.
  • Perform other duties as assigned; duties and activities may change or be assigned at any time.
  • Comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, act professionally, and act in the best interests of clients and KeyBank.

Desired Qualifications

  • A Notary License is preferred.
  • Compensation may include production, commission, and/or discretionary incentives.

About the Company

KeyBank

Provides banking, loans, and financial services

KeyBank provides a full range of banking services for individuals, small businesses, and commercial clients across the United States. It offers checking and savings accounts, credit cards, mortgages, loans, and other financial products. Customers use these products by making deposits, borrowing money, or using credit in everyday life; the bank earns interest on loans, fees for services, and commissions on products. KeyBank differs from many rivals by offering a wide geographic footprint and a focus on tailored financial solutions plus tools to improve financial wellness, such as budgeting resources and planning guidance. Its goal is to help clients reach financial milestones—like buying a home, paying down debt, or saving for the future—through a comprehensive set of services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Cleveland, OH
Founded
1824

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