Lead Teller: Client Experience & Branch Coach

KeyBank

West Linn (OR)

On-site

USD 26,000 - 34,000

Full time

10 days ago

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Job summary

KeyBank in West Linn, Oregon seeks a Lead Teller to act as a trusted advisor and branch resource. You will resolve complex client servicing issues, coach tellers, and guide clients to bankers for deeper financial wellness conversations. You’ll manage scheduling, staffing, and branch compliance while promoting bank products and services.

The role emphasizes delivering distinctive service, handling cash duties, and supporting the Branch Manager in onboarding new staff. Weekend work is required.

Qualifications

  • 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.

Responsibilities

  • Embodies a strong client experience culture in a branch setting.
  • Coaches tellers to ensure accurate, efficient teller functions.
  • Identify and resolve complex client servicing issues and opportunities.
  • Observe for financial wellness opportunities and transition clients to a Banker.
  • Assist clients in achieving financial goals through tools and guidance.
  • Ensure compliance with policies and procedures and balance cash drawers.
  • Lead scheduling of tellers and oversee branch operations and staff.

Skills

Client relationship skills
Sales opportunities
Cash handling
Leadership
Organizational skills

Education

High School Diploma or GED

Tools

Windows PC
Calculator

Job description

KeyBank in West Linn, Oregon seeks a Lead Teller to act as a trusted advisor and branch resource. You will resolve complex client servicing issues, coach tellers, and guide clients to bankers for deeper financial wellness conversations. You’ll manage scheduling, staffing, and branch compliance while promoting bank products and services.

The role emphasizes delivering distinctive service, handling cash duties, and supporting the Branch Manager in onboarding new staff. Weekend work is required.

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