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R-28674 Lead Teller

Company Description

Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. 
 
At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day. 

Job Description

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

  • 3+ years Demonstrated superior client relationship skills (required)
  • 3+ years 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.

Qualifications

This position is eligible to earn a base hourly rate in the range of $19 to $23 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.

Additional Information

Please apply: https://keybank.wd5.myworkdayjobs.com/External_Career_Site/job/Federal-Way-WA/Lead-Teller_R-27856

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Average salary estimate

$43680 / YEARLY (est.)
min
max
$39520K
$47840K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About R-28674 Lead Teller, KeyBank

As a Lead Teller at KeyBank, based in the beautiful town of Snohomish, WA, you’re not just handling transactions; you’re building relationships and helping clients achieve their financial dreams. Imagine starting your day surrounded by a team that values a strong client experience culture, where your role is pivotal in ensuring each client's needs are met with precision and care. Your responsibility goes beyond supervising daily transactions; you also play a crucial role in coaching fellow tellers, tackling complex client issues, and providing essential guidance to enhance the client experience. Every interaction is an opportunity to connect, listen, and guide clients toward financial wellness. As the primary troubleshooter in the branch, you expertly navigate client service scenarios, transitioning clients to bankers for more profound financial discussions when required. Additionally, you’ll manage the teller schedules, ensuring efficiency and compliance with all regulatory standards. Picture yourself participating in morning huddles that foster teamwork and community spirit, reinforcing the importance of exceptional service. To excel in this role, you’ll need a strong foundation in cash handling and a knack for leading and motivating others. If you’re eager to make a tangible impact in the Snohomish community and be a champion for your clients at KeyBank, this position might be your perfect match!

Frequently Asked Questions (FAQs) for R-28674 Lead Teller Role at KeyBank
What are the main responsibilities of a Lead Teller at KeyBank?

As a Lead Teller at KeyBank in Snohomish, your primary responsibilities include managing daily teller line operations, coaching other tellers, and addressing complex client service issues. You act as a trusted advisor to clients, uncovering their financial needs and guiding them to appropriate banking solutions. Additionally, you oversee scheduling and compliance, ensuring that all operations run smoothly and effectively.

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What qualifications do you need to become a Lead Teller at KeyBank?

To qualify for the Lead Teller position at KeyBank, candidates must possess a high school diploma or equivalent, along with at least three years of experience in cash handling and client relationship management. Strong leadership skills, organizational abilities, and a solid understanding of regulatory procedures are essential for success in this role.

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How does KeyBank support the professional growth of its Lead Tellers?

KeyBank places a strong emphasis on employee development, particularly for Lead Tellers. You'll have access to comprehensive training programs, mentoring opportunities, and resources to stay updated on financial products and market trends. Support from management in your growth journey helps foster a culture of continuous improvement and learning within the branch.

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What sets apart KeyBank’s Lead Teller role from similar positions at other banks?

KeyBank's Lead Teller role emphasizes a strong client experience culture and community involvement, offering an environment where you can truly champion clients’ financial journeys. The focus on personal development, teamwork, and collaboration sets this position apart from similar roles, fostering a sense of belonging and purpose in your banking career.

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What is the work environment like for a Lead Teller at KeyBank in Snohomish?

At KeyBank in Snohomish, the work environment is vibrant and engaging, centered around teamwork and collaboration. You can expect to interact regularly with clients and colleagues, participating in daily huddles that enhance camaraderie and operational effectiveness. The branch promotes a community-oriented atmosphere where employees strive to make a positive impact on clients' lives.

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Common Interview Questions for R-28674 Lead Teller
How do you approach coaching others as a Lead Teller?

When coaching fellow tellers, I prioritize open communication and constructive feedback. I focus on observing their interactions with clients to identify areas for improvement, share best practices, and encourage a team-oriented mindset. My goal is to promote a collaborative environment where we can all learn from each other and enhance the overall client experience.

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Describe a time you resolved a difficult client issue as a Lead Teller.

In my previous role, I encountered a client with a complex issue regarding their account. I actively listened to their concerns, empathized with their situation, and ensured clear communication throughout the process. By collaborating with a banker, we were able to find a suitable resolution. This experience reinforced the importance of teamwork and maintaining a client-focused mindset.

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What strategies do you use to foster teamwork among tellers?

To foster teamwork among tellers, I encourage regular team meetings and open discussions where everyone can share ideas and challenges. Additionally, I promote a culture of recognition, celebrating each member's contributions, and facilitating collaborative problem-solving to create a supportive environment where all voices are heard.

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How do you stay organized while managing multiple tasks as a Lead Teller?

I utilize a detailed planning approach that includes setting priorities and keeping a daily task checklist. By segmenting my time for different responsibilities, such as coaching sessions, customer interactions, and compliance checks, I ensure that each aspect of my role receives the attention it deserves while maintaining a smooth workflow.

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Can you explain how you approach compliance and security procedures in the branch?

I take a proactive approach to compliance and security procedures by staying current with the latest regulations and ensuring that all staff are trained accordingly. Regularly reviewing our processes and conducting audits helps identify potential issues before they arise, thereby maintaining a secure and compliant environment for both staff and clients.

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What does exceptional client service mean to you as a Lead Teller?

Exceptional client service means going above and beyond to meet clients' needs. It's about actively listening to their concerns, providing helpful solutions, and ensuring every interaction is positive and memorable. By building strong relationships and trust with clients, I aim to create a banking experience that feels personal and meaningful.

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How would you handle performance issues among your fellow tellers?

I would approach performance issues with empathy and constructive feedback. It’s vital to first understand the underlying causes of any challenges. I initiate a one-on-one conversation to discuss observed behaviors and collaboratively set goals for improvement, ensuring that the teller feels supported throughout the process.

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In your view, what are the key qualities of a successful Lead Teller?

A successful Lead Teller should possess strong leadership skills, exceptional communication abilities, and a customer-centric approach. Being adaptable and having a keen eye for details while managing operational standards are also crucial. Ultimately, leading by example and fostering a positive team culture are key components of success in this role.

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How do you ensure a positive experience for clients during high-traffic periods?

During high-traffic periods, I focus on efficiency and clear communication. I ensure tellers are well-prepared, aware of their roles, and provide timely updates to clients. Additionally, I prioritize client interactions to ensure they feel valued, even when the branch is busy, by remaining composed and attentive.

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What motivates you to work at KeyBank as a Lead Teller?

I am motivated by KeyBank's commitment to client success and community engagement. The opportunity to make a real difference in clients' financial journeys while working in a supportive and collaborative environment is incredibly fulfilling. The possibility for personal and professional growth within a valued organization also drives my passion for this role.

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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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Full-time, on-site
DATE POSTED
January 14, 2025

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