Lead Teller & Client Experience Coach

KeyBank; Van Cortlandtville (NY); On-site; USD 26,000 - 34,000; Full time

Job summary

KeyBank is seeking a Lead Teller in Cortlandt Manor, NY to serve as the primary troubleshooter for client service needs and to enhance client relationships with distinctive service. The role includes scheduling tellers, coaching staff, and ensuring branch compliance.

You will observe client interactions, identify financial wellness opportunities, and transition clients to bankers 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.
• 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.

Skills

Customer service

Sales skills

Cash handling

Time management

Education

High School Diploma

Job description

KeyBank is seeking a Lead Teller in Cortlandt Manor, NY to serve as the primary troubleshooter for client service needs and to enhance client relationships with distinctive service. The role includes scheduling tellers, coaching staff, and ensuring branch compliance.

You will observe client interactions, identify financial wellness opportunities, and transition clients to bankers for deeper financial planning.