Lead Teller - West Side

Keybank National Association Syracuse , NY 13201

Posted 2 months ago

Job Description:


At Key, we have the opportunity to bring ease, value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Lead Teller, you will report to the Branch Manager and perform the duties of a Teller.

The Lead Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. The Lead Teller acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs and enhances client relationships with Key by providing distinctive quality service. In addition, the Lead Teller asks questions and listens to clients to uncover financial needs and transitions clients to a banker to further assist. The Lead Teller helps observe and provide coaching to Tellers to enhance the client experience and operational effectiveness, and is responsible for day to day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls.


The role of the Lead Teller is to perform the duties of a Teller, oversee daily Teller functions and scheduling, ensure that all branch operations are effective and compliance requirements are met, provide coaching to the branch Teller staff to meet client service objectives, and to assist platform staff with basic account opening and maintenance activities. Lead Tellers and all Branch team members are expected to act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest our clients and Key.

Teller Functions & Staffing

  • Accept and accurately process all financial service transactions

  • Maintain responsibility for cash drawer and follows proper balancing procedures

  • 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

  • Accountable for daily NSF review/weekly overdraft monitoring

  • Assist with staffing and scheduling of the Tellers

  • Seek out clients and educate them on alternative delivery channels

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

Build Client Rapport

  • Provide excellent client service to all KeyBank clients

  • Where problem resolution is required, take thorough information from the client and get back to them in a timely manner

  • Ensure a confident tone that reassures the client we will follow up with resolution

  • Greet and welcome every client as they enter the branch; acknowledge by name, if known

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

  • Participate in client appreciation events

  • Address client issues or concerns; engage branch management when needed to provide full solutions for clients

  • Make product suggestions based on the client's needs and refer to a member of the branch team

  • Help create and establish a business relationship between the Personal Banker and the client

  • Answer the phone within the Branch professionally, promptly, and pleasantly

  • Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs

Risk Management

  • Ensure compliance with security and audit procedures

  • Adhere to all applicable policies and procedures

Branch Operations and Platform Assistance

  • Provide direction and guidance for branch staff on operational/regulatory procedures

  • Debrief with Manager and/or Banker after a transition is made to ensure alignment with client goals

  • Observe and provide coaching to Tellers to enhance effectiveness

  • Cross-train to work on platform and perform basic account opening and maintenance activities as needed

  • Update electronic profile during client conversations

  • Act as a backup to the Branch Manager, as needed and assigned

Additional responsibilities:

  • Understand goals and objectives for the branch

  • Special assignments as requested

  • Ensure signage and merchandise are properly displayed

  • Ensure that the branch facilities (internal and external) are maintained

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

Key's application process for Teller position(s) require that you complete our Skill Match Survey. The Skill Match Survey can be taken via computer or mobile device and will take 20-30 minutes to complete. After completing the application, you will be prompted to take the Skill Match Survey.


  • High School Diploma, GED or equivalent business / operational experience

  • A minimum of 1 year Teller experience

  • Strong knowledge of branch operations

  • Demonstrated superior client relationship skills

  • Excellent communication and interpersonal skills

  • Strong detail orientation

  • Demonstrated organizational skills while managing multiple tasks

  • Strong team player

  • Working knowledge of Teller Software, PC with Windows based applications, Calculator

  • Demonstrated ability to lead, motivate, and foster teamwork

  • Ability to work branch hours to include weekends and occasional evenings

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


3 - 5 years of cash handling experience

Note: Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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.

JobID: 41654BR

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Lead Accountant

Saab Group

Posted 4 days ago

VIEW JOBS 5/29/2020 12:00:00 AM 2020-08-27T00:00 Saab Defense and Security USA LLC is seeking a Lead Accountant reporting directly to the Director of Accounting. The ideal candidate will be a collaborative, results-oriented individual seeking to further their career and grow professionally, while playing an integral role on a high performing accounting and finance team. The position will be responsible for all accounting functions for 3 Saab U.S. entities, as well as all Saab US Corporate Home Office allocations. In addition, the position will work closely with the Director of Accounting to identify opportunities to streamline and optimize internal accounting processes. Responsibilities Include: * Oversight and/or completion of daily accounting activities for 3 separate Saab entities, including oversight of all inter-company charges. * Month-end closing procedures, reconciliation, financial statement preparation, and monthly, quarterly, and annual reporting. * Calculation, recording, and billing oversight for Corporate Home Office allocations. * Support for tax filings and audit requests. * Interface with Business Systems IT group to successfully manage Oracle E-business Suite issues, improvements and future system road map for conversion to IFS (Industrial and Financial Systems). Skills and Experience: * Bachelor's Degree in Accounting, CPA preferred. * 10+ years of Accounting experience, accounting for a shared service organization is a plus. * Strong computer skills along with proficiency in Microsoft Excel and Word. * Oracle experience helpful, but not required. * Attention to detail and analytical problem solving skills. * Exceptional interpersonal and organizational skills, including solid written and oral communication skills. * The ability to work independently, with a high degree of self-direction, as well as in a team environment. * Sound and consistent business judgment, a good grasp of Company priorities and a sense of urgency. * High level of enthusiasm, with the ability to remain flexible to meet internal and external needs. Must be a U.S. citizen, Permanent Resident (green card holder), or protected individual as defined by 8 U.S.C. 1324b(a)(3). As a condition of employment, candidates will be required to participate in a background check that will include, at a minimum, a criminal record check, education and employment verification. Saab is a global defense and security company operating in the fields of air, land and naval defense, civil security and commercial aeronautics. We number approximately 17,000 employees and have operations on all continents. Technologically we are leaders in many areas, and one-fifth of our earnings are spent on research and development. Saab is a company where we see diversity as an asset and offer unlimited opportunities for advancing in your career. We are also a company that respects each person's needs and encourage employees to lead a balanced, rewarding life beyond work. Saab values diversity and is an Equal Opportunity/Affirmative Action employer. All qualified individuals are encouraged to apply and will be considered for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, age, veteran, disability status, or any other federal, state, or locally protected category. Saab Group East Syracuse NY

Lead Teller - West Side

Keybank National Association