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KeyBank

Provides banking, loans, and financial services

Lead Teller

Retail & Commercial BankingPosted on Nov 10
Full-timeTroy, 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 PC with Windows-based applications and a calculator is required.
  • Ability to lead, motivate, and foster teamwork is required.
  • Organizational skills to manage multiple tasks are required.
  • Knowledge of clients' accounts and banking relationships, with sound judgment in client interactions and transactions, is required.
  • Sales and service skills to present products and services and proactively educate clients about access channels such as ATM, online banking, and telephone banking are required.
  • Ability to exercise sound judgment and make reasonable decisions without direction is required.
  • Time-management skills are required.
  • Ability to promote bank products and services, identify sales opportunities, and achieve sales targets is required.
  • Ability to help clients achieve financial goals through education and financial tools is required.
  • Ability to occasionally operate a motor vehicle with a valid driver's license is required.
  • Ability to meet the role's physical demands, including prolonged standing, frequent hand use and forward reaching, face-to-face and phone communication, occasional bending and lifting, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds, is required.
  • Regular and predictable attendance is essential, and the teammate must provide advance notice to management when appointments during working hours are necessary.

Responsibilities

  • Provide efficient, effective, and accurate teller services while coaching other tellers to perform their duties to the same standard in an in-person branch setting.
  • Identify and resolve complex client-servicing issues.
  • Listen for financial-wellness opportunities in 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 teller-line duties, including teller scheduling, observing and coaching tellers, enhancing effectiveness, overseeing branch operational standards, and guiding branch staff on operational and regulatory procedures.
  • Review product guides, fees, and policies to maintain current knowledge of offerings.
  • Support the Branch Manager in onboarding and training new Tellers.
  • Work on Saturdays as directed by management.
  • Schedule appointments outside working hours when practical and provide management as much advance notice as possible for appointments during working hours.
  • Perform other duties as assigned, which may change or be added with or without notice.
  • Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
  • Accurately and securely process cash transactions, including deposits and withdrawals, and balance cash drawers at the end of each shift.

Desired Qualifications

  • A Notary License is preferred.

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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