Lead Teller & Branch Coach

KeyBank; Town of Cortlandt (NY); On-site; USD 26,000 - 34,000; Full time

Job summary

KeyBank is seeking a Lead Teller to serve as a trusted advisor in Cortlandt Manor, NY. You will resolve complex client issues, coach tellers, and ensure branch operations comply with regulations while driving exceptional service and financial wellness conversations.

You will manage scheduling, staff development, and daily teller duties, while promoting products and guiding clients to a banker for deeper financial planning.

Qualifications

• Minimum of 3 years demonstrated 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, 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.

Skills

Client relationships

Cash handling

Windows PC skills

Team leadership

Organizational skills

Education

High School Diploma or equivalent

Tools

Windows-based PC apps

Job description

KeyBank is seeking a Lead Teller to serve as a trusted advisor in Cortlandt Manor, NY. You will resolve complex client issues, coach tellers, and ensure branch operations comply with regulations while driving exceptional service and financial wellness conversations.

You will manage scheduling, staff development, and daily teller duties, while promoting products and guiding clients to a banker for deeper financial planning.