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Lead Teller
4 weeks ago
Lead TellerLocation: 726 SE Morrison - Portland, Oregon 97214Job SummaryBe 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.ResponsibilitiesEmbodies 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 QualificationsHigh School Diploma, GED, or equivalent business experience (required)Experience QualificationsMinimum of 1 year demonstrated superior client relationship skills (required)Minimum of 1 year 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 CertificationsNotary License (preferred)Tactical SkillsIs 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 skillsPersonal SkillsAdaptability: 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 SkillsBusiness 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 CompetenciesAll KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.Physical DemandsConsumer 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 RequirementsAbility to occasionally operate a motor vehicle with a valid driver's license.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.
