Branch Lead Teller & Client Experience Coach

KeyBank; Bountiful (UT); On-site; USD 26,000 - 34,000; Full time

Job summary

KeyBank in the United States is seeking a Lead Teller to act as a trusted advisor, resolving client servicing issues and boosting branch effectiveness. The role emphasizes coaching tellers, scheduling, and ensuring regulatory compliance while guiding clients toward financial wellness conversations with bankers.

The position requires strong client relationship skills, cash handling expertise, and leadership abilities, with a focus on delivering exceptional service in a branch environment.

Qualifications

• Minimum of 3 years' experience in superior client relationship skills.
• Minimum of 3 years' experience 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.

Responsibilities

• Embodies a strong client experience culture.
• Coaches other tellers to perform accurately in an in-person branch setting.
• Identifies and resolves more complex client servicing issues.
• Uncovers financial wellness opportunities and transitions clients to a Banker.
• Supports onboarding and training of new Tellers.
• Participates in morning huddles and end-of-day debriefs.
• Follows compliance, audit, and security procedures.
• Manages teller line duties including scheduling and coaching.
• Oversees branch operational standards and regulatory procedures.
• Maintains knowledge of product guides and fees.
• Complies with KeyBank policies and professional conduct.
• Works Saturdays as directed by management.

Skills

Client relationship skills

Cash handling

Windows PC skills

Leadership

Organizational skills

Time management

Sales and service

Customer service

Education

High School Diploma, GED, or equivalent business experience

Notary License (preferred)

Tools

Calculator

Job description

KeyBank in the United States is seeking a Lead Teller to act as a trusted advisor, resolving client servicing issues and boosting branch effectiveness. The role emphasizes coaching tellers, scheduling, and ensuring regulatory compliance while guiding clients toward financial wellness conversations with bankers.

The position requires strong client relationship skills, cash handling expertise, and leadership abilities, with a focus on delivering exceptional service in a branch environment.