Lead Teller & Financial Wellness Coach

KeyBank; Toledo (AR); On-site; USD 26,000 - 34,000; Full time

Job summary

KeyBank in Toledo, OH is seeking a Lead Teller to act as a trusted problem-solver and advisor within the branch. You will lead teller functions, coach tellers, and ensure compliance while resolving complex client service needs.

You’ll identify financial wellness opportunities and smoothly transition clients to a Banker for deeper conversations. The role requires 3+ years of client relationship and cash handling experience, strong Windows PC skills, and the ability to manage multiple tasks with

Qualifications

• High School Diploma, GED, or equivalent business experience (required).
• Minimum of 3 years demonstrated superior client relationship skills (required).
• Minimum of 3 years' experience in cash handling (required).
• Working knowledge of PC with Windows based applications and calculator (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, 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.

Skills

Client relationship skills

Sales and service skills

Integrity / sound judgment

Time management

Leadership / team guidance

Education

High School Diploma or GED

Notary License (preferred)

Tools

Windows PC

Calculator

Job description

KeyBank in Toledo, OH is seeking a Lead Teller to act as a trusted problem-solver and advisor within the branch. You will lead teller functions, coach tellers, and ensure compliance while resolving complex client service needs.

You’ll identify financial wellness opportunities and smoothly transition clients to a Banker for deeper conversations. The role requires 3+ years of client relationship and cash handling experience, strong Windows PC skills, and the ability to manage multiple tasks with