What does a Lead Teller do?
Tellers are responsible for handling customer transactions and helping with account related inquiries at banks. This most typically includes processing account deposits and withdrawals for a variety of account holders. Some tellers are also responsible for other banking services, including creating accounts, managing safety deposit boxes, and helping customers order replacement checks.
Tellers usually have a high school diploma, as well as some experience with handling cash and interacting with consumers in a retail or service-based environment. Tellers can oftentimes advance into senior teller positions and then into other banking services, like mortgages and loans.
- Perform routine bank telling tasks, including making deposits, withdrawals, transfers, and cash advances, receiving loan payments, and cashing checks
- Open and close a variety of types of accounts, process address changes, and collect security box rental fees
- Maintain and balance the cash drawer on a daily basis by accounting for cash assigned, received, and disbursed
- Comply and stay up-to-date with applicable laws and regulations
- Promote strong customer and client interactions, build relationships and participate in cross-selling, and offer new products and features
- Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery
- Actively contribute to meet the branch business goals, as well as individual sales and customer service goals
- Accurately close out the the teller terminal and remit daily work to supervisor
- High school diploma or equivalent (GED) required
- 1-2 years of experience as a teller or in a related field preferred
- Must be able to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
- Demonstrated ability to use a calculator and a computer
- Ability to use Microsoft Office products
- Experience with financial institution software systems preferred
- Cash handling, customer service, and/or sales experience preferred
- Ability to stand for long periods of time
Lead Teller Career Path
Learn how to become a Lead Teller, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
Years of Experience Distribution
Lead Teller Insights
“Key bank is amazing at following career pathing and helping you reach goals within the company”
“my boss didn't let me sit as a teller whilst pregnant and was rude after returning from my FMLA leave”
“I really did enjoy working for them and the people I worked with were amazing.”
“My team is great to work with and I love being able to choose many different career paths.”
“Owner is a great guy! Free lunch every Thursdays and free fruit twice a week.”
“Good place to work near my home love my customers and people I work with.”
“Training was very useful and I felt confident in my skills and knowledge for my position.”
“Fun place to work with good people i dont know i guess i i i i i i i i”
Lead Teller Interviews
Frequently asked questions about the role and responsibilities of a Lead Teller
- Customer Care Manager
- Customer Success Manager
- Customer Service Manager
- Customer Relations
The most common qualifications to become a Lead Teller is a minimum of a GED / High School Degree and an average of 0 - 1 of experience not including years spent in education and/or training.