Lead Teller
Core
Act as a trusted advisor and primary troubleshooter for complex client servicing issues in a branch setting, transitioning clients to bankers for deeper financial conversations.
Role type
Lead Teller (Senior IC)
Builds
Client relationships and operational effectiveness in a physical branch
Domain
Banking / Retail Finance
Deliverable
physical/clinical work
Required skills
Cash handling, client relationship management, coaching, scheduling, compliance adherence, sales promotion, financial tools education
Preferred skills
Notary License
Technologies
Windows-based PC applications, calculator
Responsibilities
Coach tellers on operational effectiveness and compliance, manage day-to-day teller scheduling and staffing, resolve complex client servicing issues, transition clients to bankers for financial wellness conversations, balance cash drawers and ensure security compliance, promote bank products to achieve sales targets.
Seniority
Senior, hands-on IC