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Lead Teller skills for your resume and career

Updated January 8, 2025
5 min read
Lead Teller Example Skills
Below we've compiled a list of the most critical lead teller skills. We ranked the top skills for lead tellers based on the percentage of resumes they appeared on. For example, 15.2% of lead teller resumes contained customer service as a skill. Continue reading to find out what skills a lead teller needs to be successful in the workplace.

15 lead teller skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how lead tellers use customer service:
  • Retain and expand client base by generating referrals and providing excellent customer service to increase overall productions and profitability.
  • Provided exceptional customer service to Wells Fargo customers Supported online operation of the financial business per bank policies.

2. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how lead tellers use financial transactions:
  • Support Branch Manager & tellers, efficiently processing financial transactions and assisting customers; refer customers to banker when opportunity arises.
  • Supervised and coordinated activities of employees engaged in daily bank transactions and keeping records of financial transactions.

3. Cash Handling

Here's how lead tellers use cash handling:
  • Provided customer services and check verification; performed routine teller duties while maintaining customer confidentiality and following strict cash handling procedures.
  • Complete complex transactions and demonstrate mastery of Teller application transaction and accuracy in cash handling and balancing.

4. Customer Interaction

Customer interaction is communication between a company and its customers. Through customer interaction, a company is able to solve the various queries its customers have, convey different packages, and range of services provided by the company, and receive suggestions from the customers.

Here's how lead tellers use customer interaction:
  • Promoted banking referrals through excellent customer interaction in order to promote banking products and services.
  • Establish high level customer satisfaction by incorporating technology, customer interaction, and telecommunications.

5. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how lead tellers use product knowledge:
  • Demonstrated excellent customer service while providing customers with product knowledge, service offerings and brand benefits.
  • Leveraged strong product knowledge and exceptional customer service skills to complete transactions in a timely, efficient, and accurate manner.

6. Security Procedures

A security procedure is a verification protocol used to check if an electronic signature, record, or performance belongs to that specific person. It is a set of necessary procedures that need to be performed to maintain security. These procedures are step-by-step guidelines on how to implement, enable, or enforce security.

Here's how lead tellers use security procedures:
  • Delegated to approve transactions within appropriate assigned limits with use of knowledge of financial institution's regulations and security procedures.
  • Complied with bank operations and security procedures by adhering to government regulation, bank policy, and established procedures.

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7. Branch Management

Here's how lead tellers use branch management:
  • Supervised teller staff and acted as a liaison between teller staff and branch management.
  • Work directly with branch management on reports, banking compliance, and teller supervision.
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8. Good Communication

Here's how lead tellers use good communication:
  • Focused on good communication with the ability to stay positive in interactions with customers and team members.
  • Experience with coaching and training team members in a positive and professonal manner, reliable attendance, good communication skills.

9. Excellent Client

Here's how lead tellers use excellent client:
  • Presented and sold company products; provided excellent client service and exceeded customer expectations.
  • Provided excellent client service, answer general questions regarding bank products, recommended additional services to clients and make referrals accordingly.

10. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how lead tellers use bank products:
  • Build solid relationships to make educated recommendations for bank products and/or partner referrals for immediate and/or future needs.
  • Organized and disseminated information regarding policy changes, security issues, bank products/services, and retention information.

11. Loan Payments

Here's how lead tellers use loan payments:
  • Collected loan payments; disclosed account status with respect to uncollected funds in compliance with organizational and government regulations and procedures.
  • Performed various teller responsibilities including withdrawals, deposits and loan payments.

12. ATM

ATM (Automated Teller Machine) refers to an electronic banking system that enables the customers to initiate and complete transactions without queuing for aid from the teller within the branch.

Here's how lead tellers use atm:
  • Vault Custodian/Travelers Checks Custodian/ ATM Custodian.
  • Separate currency, coins and check deposits received from banks, ATM, and commercial customers providing accurate count by denomination.

13. Bank Policies

Here's how lead tellers use bank policies:
  • Manage and processes client transactions within established guidelines, while enforcing bank policies and procedures to ensure operational integrity.
  • Reviewed and implemented bank policies including federal and state regulations with minimal impact to customers.

14. Taking Care

Here's how lead tellers use taking care:
  • Located on almost every street corner Wells Fargo is accustomed to taking care of the community.

15. Audit Procedures

Here's how lead tellers use audit procedures:
  • Participated in daily, weekly and monthly operational, security and audit procedures.
  • Adhered to Fidelity Bank security and audit procedures.
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List of lead teller skills to add to your resume

Lead Teller Skills

The most important skills for a lead teller resume and required skills for a lead teller to have include:

  • Customer Service
  • Financial Transactions
  • Cash Handling
  • Customer Interaction
  • Product Knowledge
  • Security Procedures
  • Branch Management
  • Good Communication
  • Excellent Client
  • Bank Products
  • Loan Payments
  • ATM
  • Bank Policies
  • Taking Care
  • Audit Procedures
  • Cross-Sell
  • Loss Control
  • Audit Standards
  • Financial Services
  • Bank Secrecy Act
  • Audit Operations
  • Bank Services
  • Commercial Banking
  • Cash Drawers
  • Customer Relationships
  • Quality Customer Service
  • Foreign Currency
  • Customer Issues
  • Regulatory Issues
  • Customer Accounts
  • Wire Transfers
  • Customer Complaints
  • Customer Inquiries
  • Cashier Checks
  • Savings Accounts
  • Night Drop
  • Federal Regulations
  • Control Tasks
  • Savings Bonds
  • Account Maintenance
  • CTR
  • Bank Procedures
  • Customer Transactions
  • Financial Products
  • Sales Referrals
  • Internal Controls
  • Negotiable Instruments
  • Monetary Transactions
  • Credit Card
  • Travelers Checks

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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