Location
Seattle, WA, United States
Posted on
Dec 16, 2021
Profile
Location:53 SW Sunset Boulevard - Renton, Washington 98055ABOUT THE JOB (JOB BRIEF):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.ESSENTIAL JOB FUNCTIONS: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 teamBuild 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 needsRisk Management* Ensure compliance with security and audit procedures* Adhere to all applicable policies and proceduresBranch 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
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