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Job details

Lead Teller

Location:

6716 Pittsford Palmyra Road - Fairport, New York 14450

Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to- day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

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

  • Act as a resource to identify and resolve more complex client servicing issues

  • Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the clients to a Banker

  • Assist clients in achieving their financial goals and objectives through the use of financial wellness tools

  • Participate in morning huddles and end of day debriefs

  • Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines

  • Manage day to day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing of branch operational standards; Provide direction and guidance for branch staff on operational/regulatory procedures.

  • Review and maintain knowledge of product guides, fees, and policies to stay current on offerings

  • Support the Branch Manager in onboarding and training of new Tellers to the team

  • 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.

Education Qualifications

  • High School Diploma , GED, or equivalent business experience (required)

Experience Qualifications

  • Minimum 3 years of Demonstrated superior client relationship skills (required)

  • Minimum 3 years of Experienced 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)

Licenses and Certifications

  • Notary License (preferred)

Tactical Skills

  • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions

  • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)

  • Strong work ethic and high level of integrity; ability to exercise sound judgement to make reasonable decisions in the absence of direction.

  • Excellent Time management skills

Personal Skills

  • Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions

  • Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals

  • Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process

  • Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes

  • Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity

Practical Skills

  • Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes

  • Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively

  • Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures

  • Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients

  • Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement

Core Competencies

  • All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

  • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.

Driving Requirements

  • Ability to occasionally operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $18.75 to $24.52 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. 

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 07/10/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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Average salary estimate

$45000 / YEARLY (est.)
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$39000K
$51000K

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What You Should Know About Lead Teller, KeyBank

Are you ready to take the lead and make a difference in people's financial journeys? Join KeyBank as a Lead Teller in Fairport, NY, where you'll be at the heart of our client relationships! In this role, your expertise will shine as you troubleshoot complex client service issues and enhance the overall banking experience. As a Lead Teller, you'll ask insightful questions to understand clients' financial needs, smoothly transitioning them to our bankers for in-depth financial wellness discussions. You'll be a crucial resource in coaching other tellers, ensuring our team provides exceptional service every day. Your responsibilities will also include overseeing teller scheduling and ensuring our branch remains compliant with all regulatory and security guidelines. At KeyBank, we see our work as a privilege, allowing us to assist clients not just with transactions, but with achieving their financial goals. So, if you have a strong background in cash handling, exceptional client service skills, and enjoy working in a dynamic team environment, we want you to apply today! Step into this pivotal role where your leadership can truly impact the community, all while progressing your own career with us at KeyBank!

Frequently Asked Questions (FAQs) for Lead Teller Role at KeyBank
What are the key responsibilities of a Lead Teller at KeyBank in Fairport, NY?

As a Lead Teller at KeyBank in Fairport, NY, you'll primarily be responsible for enhancing client relationships and providing high-quality service. This includes troubleshooting complex client issues, coaching other tellers, managing day-to-day teller line operations, and ensuring compliance with all relevant regulations. You'll also engage with clients to uncover their financial needs and transition them to bankers for further assistance.

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What qualifications do you need to apply for the Lead Teller position at KeyBank?

To apply for the Lead Teller position at KeyBank, candidates should have a High School Diploma or equivalent, along with a minimum of three years of experience in client relations and cash handling. Strong communication, organizational, and teamwork skills are essential, alongside a working knowledge of Windows-based applications.

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How does KeyBank support the professional development of Lead Tellers?

At KeyBank, professional development is a top priority. As a Lead Teller, you will assist in onboarding and training new tellers, allowing you to grow your leadership skills. Additionally, you will have access to various resources, including financial wellness tools, helping you and your clients achieve financial goals more effectively.

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What personal skills are important for success as a Lead Teller at KeyBank?

Success in the Lead Teller role at KeyBank requires adaptability, collaboration, and excellent decision-making skills. An understanding of emotional intelligence is also crucial, as it allows for better interactions with clients and team members, ensuring a harmonious work environment and excellent client service.

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What is the compensation and benefits structure for Lead Tellers at KeyBank?

Lead Tellers at KeyBank can expect a base hourly rate ranging from $18.75 to $24.52, depending on experience and location. Additionally, short-term incentive compensation is linked to both individual and company performance, along with a comprehensive benefits package that supports work-life harmony.

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Common Interview Questions for Lead Teller
What methods do you use to build strong client relationships?

Building strong client relationships starts with active listening and understanding the client's needs. In my previous roles, I've succeeded by asking insightful questions, which not only showcase my interest but also uncover their financial goals. Sharing relevant product information helps them feel informed and valued.

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How do you handle conflicts among your team members?

I believe in addressing conflicts head-on and facilitating open communication. I encourage team members to express their concerns and work toward a solution collaboratively. This approach helps foster a positive team environment and resolves issues before they escalade.

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Can you share an experience where you successfully resolved a complex client problem?

In my previous position, a client experienced an issue with their account. I actively listened to the client's concerns, assessed the situation, and involved the appropriate services to solve the problem efficiently. By keeping the client informed throughout the process, I turned a potential negative experience into a positive one, reinforcing their trust in our services.

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How do you ensure compliance with banking regulations?

Staying informed about current banking regulations is crucial. I regularly review compliance guidelines and procedures, participate in mandatory training sessions, and promote a culture of rules adherence within my team by leading by example.

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What role does teamwork play in your daily tasks as a Lead Teller?

Teamwork is vital in a branch environment. I rely on my colleagues for support and collaboration, sharing insights and learning from one another. It enhances our efficiency in delivering exceptional service, making every client interaction a seamless experience.

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Describe a time when you had to adapt to a significant change at work.

At my previous bank, we transitioned to a new software system. I embraced the change by dedicating time to learn the new system and sharing the knowledge with my team. Adaptability allowed us to transition smoothly and continue providing uninterrupted service to our clients.

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How do you balance multiple tasks while ensuring accuracy?

I prioritize tasks based on deadlines and importance. Using a detailed checklist helps me stay organized, and I ensure to maintain focused during busy periods. Regular breaks to refocus also help maintain accuracy throughout the day.

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What drives you to work in the financial services industry?

My passion for helping others achieve their financial goals drives me. The financial services industry allows me to impact clients' lives positively, guiding them through their financial journeys and empowering them to make informed decisions.

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How do you keep up with the latest financial products and industry changes?

I follow industry news, participate in relevant webinars, and utilize KeyBank's internal resources. Continuous learning is essential in providing clients with the best possible service and product recommendations.

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What strategies do you use to coach and develop other tellers?

I focus on providing constructive feedback and sharing best practices while encouraging open communication. I like to engage them in role-playing scenarios, developing their skills through hands-on experience and fostering an environment where they feel supported in their growth.

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Key's mission is to empower its clients, communities and employees to thrive. The path to financial wellness starts here. No matter who you are, where you are on your financial journey, or what barriers are ahead of you, KeyBank will help you move...

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