Lead Teller & Customer Experience Coach

KeyBank; New York (NY); On-site; USD 26,000 - 34,000; Full time

Job summary

KeyBank Copake, NY is seeking a Lead Teller to act as a resource for complex client service issues, coach tellers, and manage day-to-day teller operations in the Copake branch.

You will identify financial wellness opportunities, guide clients to bankers, and ensure compliance with regulatory, security, and internal audit controls. The role requires a High School Diploma or GED, 3+ years in client relationships and cash handling, and will require Saturday work.

Qualifications

• High School Diploma, GED, or equivalent business experience (required).
• Minimum of 3 years of demonstrated superior client relationship skills (required).
• Minimum of 3 years of experience in cash handling (required).
• Demonstrated ability to lead, motivate, and foster teamwork (required).
• Demonstrated organizational skills while managing multiple tasks (required).

Responsibilities

• Embodies a strong client experience culture in an in-person branch setting.
• Manages teller line duties, including scheduling and coaching tellers.
• Identifies and resolves complex client servicing issues and financial wellness opportunities.
• Guides clients to a Banker for deeper financial conversations.
• Ensures branch compliance with regulatory, security, and internal audit controls.

Skills

Client relationships

Cash handling

Leadership

Time management

Education

High School Diploma

GED

Business experience

Tools

Windows PC

Job description

KeyBank Copake, NY is seeking a Lead Teller to act as a resource for complex client service issues, coach tellers, and manage day-to-day teller operations in the Copake branch.

You will identify financial wellness opportunities, guide clients to bankers, and ensure compliance with regulatory, security, and internal audit controls. The role requires a High School Diploma or GED, 3+ years in client relationships and cash handling, and will require Saturday work.