Jobs · Finance · Connecticut

Lead Teller

KeyBank · Danielson, CT · 1 mo ago
Finance$18.75–$25/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes Job Summary, Essential Functions, Education, Work Experience, Licenses and Certifications, Skills, Core Competencies, Physical Demands, Driving Requirements, Work Location Category, Compensation And Benefits, etc. We need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we must only include sections when posting has real specific content. We need to map content to these headings appropriately. We have: - Job Summary: could be "About the role". Use

About the role

then

with summary. - Essential Functions: could be "Responsibilities". Use

Responsibilities

then
  • each essential function. - Education: could be "Qualifications". Use

    Qualifications

    then

    Education line. - Work Experience: also part of Qualifications? Could combine but we can keep separate? The instruction: prefer a few substantive sections over many thin ones. So maybe combine Education and Work Experience into Qualifications. But we need to preserve all info. Could list both under Qualifications using

    and

      . However we need to follow heading usage: only use headings from list. So we can have Qualifications heading and include education and experience as paragraphs or list. - Licenses and Certifications: could be part of Qualifications as well. - Skills: heading Skills. - Core Competencies: maybe also Skills? Could be part of Skills. But we could keep as separate? The instruction: prefer few substantive sections. Could combine Core Competencies into Skills section. - Physical Demands and Driving Requirements: maybe not in headings list; we could omit? But we need to preserve all substantive information. There's no heading for Physical Demands; we could put under a generic heading? Not allowed; only those headings. Could we omit? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we must include that info somewhere. If we cannot create a heading not in list, we could embed within existing sections like Responsibilities or Qualifications as a paragraph. That's acceptable. - Work Location Category: could be part of About the role or maybe we can include as a paragraph under About the role. - Compensation And Benefits: we have Pay and Benefits headings. So we need Pay section (Compensation) and Benefits section. - Schedule: not mentioned except "Work on Saturdays as directed by management". That's schedule info. So we can include Schedule section. Thus sections: About the role, Responsibilities, Qualifications, Skills, Pay, Benefits, Schedule. We must not include headings with filler like "commensurate with experience". We have actual pay range. Now we need to extract details. Job Summary paragraph: "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." We'll put that in

      . Essential Functions list: need to extract each bullet. The text after "Essential Functions" includes many sentences separated by periods. We'll split into list items. List: - 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. We'll put each as

    • . Qualifications: Education, Work Experience, Licenses and Certifications. Education: "High School Diploma , GED, or equivalent business experience (required)". We'll clean extra spaces. Work Experience: list of required experience: - 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)" We'll combine into Qualifications section: maybe a

      for Education, then

        for Experience and Certifications. Skills: list from Skills section and Core Competencies. Skills section bullet list: - Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions. - Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online and Telephone Banking). - Strong work ethic and high level of integrity; ability to exercise sound judgment to make reasonable decisions in the absence of direction. - Excellent time management skills. - Managing the daily activities of the teller line, ensuring efficient and accurate processing of transactions, maintaining compliance with banking regulations, and providing exceptional client service - Accurately and securely processing of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift - Promoting the bank's products and services to clients, identifying sales opportunities, and achieving sales targets. - Helping clients achieve their financial goals through education and the use of financial tools Core Competencies: "All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct." That's a statement; we can include as a

        under Skills or separate but we can add as a

        . We'll combine. Pay: "This position is eligible to earn a base hourly rate in the range of $18.75 - $25.00 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives." We'll put in

        . Benefits: "Please click here for a list of benefits for which this position is eligible." That's not specific; it's a link placeholder. The instruction: do NOT create Benefits section unless posting actually states them. It only says "Please click here for a list of benefits". That's not specific benefit details. So we should NOT create a Benefits section because no specific benefits listed. However we might still include? The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It states there is a list of benefits but not the content. Likely we should not create Benefits section because no specific benefit details given. We'll omit Benefits. Schedule: "Work on Saturdays as directed by management". Also maybe mention schedule? Not else. We'll create Schedule section with that. Physical Demands and Driving Requirements and Work Location Category: we need to preserve. We'll embed them maybe under About the role or Qualifications as a paragraph. We could add a paragraph after About the role: "Work Location: Branch at 203 Main Street - Danielson, Connecticut 06239. Physical Demands: Consumer 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 Requirements: Ability to occasionally operate a motor vehicle with a valid driver's license." We'll put that as a

        under About the role or separate? Could be its own section but not in allowed headings. We'll embed. Now produce HTML. Structure:

        About the role

        Job summary...

        Work Location: ... Physical Demands: ... Driving Requirements: ...

        Responsibilities

        • ... each essential function

        Qualifications

        Education: High School Diploma, GED, or equivalent business experience (required)

        • 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)
        • Notary License (preferred)

        Skills

        • Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
        • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online and Telephone Banking).
        • Strong work ethic and high level of integrity; ability to exercise sound judgment to make reasonable decisions in the absence of direction.
        • Excellent time management skills.
        • Managing the daily activities of the teller line, ensuring efficient and accurate processing of transactions, maintaining compliance with banking regulations, and providing exceptional client service
        • Accurately and securely processing of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift
        • Promoting the bank's products and services to clients, identifying sales opportunities, and achieving sales targets.
        • Helping clients achieve their financial goals through education and the use of financial tools

        All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

        Pay

        This position is eligible to earn a base hourly rate in the range of $18.75 - $25.00 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary

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