Job Details

Lead Teller - Mount Vernon WA

Company name
KeyCorporation

Location
Mount Vernon, WA, United States

Employment Type
Full-Time

Industry
Finance, Customer Service

Posted on
Apr 09, 2023

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Profile

Location:

212 East College Way - Mount Vernon, Washington 98273

Mount Vernon Branch

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)

Mortgage Loan Officer/Loan Officer (MLO/LO) Classification

Employees in this position 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 assessmen

Company info

KeyCorporation
Website : http://www.key.com

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