The Lead Teller manages the teller line to ensure teller staff is adhering to policies, procedures and regulatory compliance. This person also oversees daily operation of branch, which includes ATM, vault, negotiable items, security, schedules and developing staff to provide exceptional service to members.
Key Essential Responsibilities:
- Supervises staff under the direction of management to ensure service levels and operations are being maintained to Credit Union expectations. Completes weekly branch schedule and adheres to disbursement dates, monitors overtime and adjust staffs schedule as needed. Provides feedback for performance management reviews for each staff member.
- Opens branch with opening teller, conducts opening responsibilities, surprise cash audits and completes monthly alarm test. Conducts daily inspection of onsite ATM and related duties, including, but not limited to, completing log, replenishing cash, settling and balancing ATM as well as approving and placing holds on ATM checks. Orders cash for delivery for offsite ATM, balances, orders and stocks supplies as needed and pulls electronic journal on a monthly basis. Orders supplies as needed.
- Balances vault as needed, orders cash for branch, buys/sells cash/coin from tellers, verifies/breaks down cash shipment, bags excess coin for shipment. Conducts reviews of lobby/vestibule notice requirements per audit checklist. Destroys all checks and bonds from 90 days and completes log, as well as sends monthly reports to appropriate individuals by the 10th of every month.
- Serves as back up to staff in different branch locations when necessary.
- Promotes and maintains a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management and vendors. Demonstrates the Credit Union’s core values of Service, Teamwork, Integrity and Responsibility.
- Keeps abreast of industry developments including, but not limited to changes in regulations and technology.
- Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.
- Performs additional duties as required by management.
Essential Skills, Knowledge and Requirements:
- High school diploma or equivalent. Some college coursework preferred.
- 3 to 5 years’ experience of relevant customer service and banking experience.
- Prior supervisory experience preferred.
- Minimum 1 year cash handling experience preferred.
- Extensive knowledge of products and services of a financial institution, including state and federal regulations and regulatory compliance.
- Excellent communication, interpersonal and supervisory skills with a keen attention to detail. Must be organized, analytical and able to multitask.
- Ability to travel up to 50%. Must be available to work evenings and on weekends, as well as alarm calls and ATM servicing.
- Computer experience. Familiarity with Microsoft Suite.