Lead Teller & Branch Coach

Monmouth University; City of Troy (NY); Hybride; USD 21 000 - 34 000; Plein temps

Résumé du poste

KeyBank in Troy, New York is seeking a Lead Teller to deliver exceptional client service, resolve complex service issues, and coach tellers in a busy in-branch setting. The role oversees teller operations, scheduling, and adherence to regulatory and security controls while guiding staff and promoting financial wellness opportunities.

Qualifying candidates have a high school diploma, at least three years of client relationship and cash handling experience, and proficiency with Windows and

Qualifications

• High School Diploma or equivalent business experience.
• Minimum 3 years of demonstrated superior client relationship skills.
• Minimum 3 years of 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.
• Notary License (preferred).

Responsabilités

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Assumes responsibility for the efficient, effective, and accurate performance of teller functions while coaching other tellers to do so as well in an in-person branch setting.
• Acts as a resource to identify and resolve more complex client servicing issues.
• Listens for clues for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker.
• Assists clients in achieving their financial goals and objectives through the use of financial wellness tools.
• Attends and participates in in-person morning huddles and end-of-day debriefs.
• Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
• Manages day-to-day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory procedures.
• Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
• Supports the Branch Manager in onboarding and training new Tellers to the team.
• Work on Saturdays as directed by management.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Connaissances

Client relationship skills

Cash handling

Windows PC

Leadership

Organizational skills

Attention to detail

Sales skills

Customer service

Formation

High School Diploma

Outils

Calculator

Windows-based applications

Description du poste

KeyBank in Troy, New York is seeking a Lead Teller to deliver exceptional client service, resolve complex service issues, and coach tellers in a busy in-branch setting. The role oversees teller operations, scheduling, and adherence to regulatory and security controls while guiding staff and promoting financial wellness opportunities.

Qualifying candidates have a high school diploma, at least three years of client relationship and cash handling experience, and proficiency with Windows and