Additional Information
Location:
9490 Southwest Wilsonville Road - Wilsonville, Oregon 97070
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank 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 in branch. 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.
Essential Functions
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.
Education
High School Diploma , GED, or equivalent business experience (required)
Work Experience
Minimum of 3 year of demonstrated superior client relationship skills (required)
Minimum of 3 year 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)
Keybank · Wilsonville, OR