Lead Teller
PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES:
- Functions as an experienced, fully trained Teller, receiving and processing Teller transactions accurately and timely. Follows Bank procedures when performing transactions on teller software and other required equipment such as branch capture.
- Cross sells and/or refers Bank products and services to specific customers through needs identification, maximizing profitable relationship.
- Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies for self and other tellers. Maintains adequate cash and/or cash drawer limits as required by Bank policy.
- Performs ongoing on-the-job training to new Tellers according to established training program with the assistance of the Branch Manager.
- Oversees or opens night deposit vault and ensures contents are processed using dual control at all times. Responsible for the location’s cash vault, cash contents and cash supply, both ordering and verification. Purchases working money supply for the vault. Verifies that opening and closing procedures of the vault are followed. Balances the vault on a daily basis. Maintains inventory of teller supplies.
- Knowledge and understanding of how the ATM, TCR and TCD works. Serves as the go-to person for questions regarding the machines. Balances ATM, replenishes cash supply and ensures ATM is working. Balances and fills/dispenses TCR and TCD as needed to ensure efficiencies with the branch.
- Prepares customer correction notices, cash in/out tickets and other required documentation for customer and teller errors according to established policies and procedures. Assists less experienced tellers, when necessary. As required, assumes lead role for contact with Bank personnel and/or customers when a substantial transaction error is detected; proceeds with appropriate actions necessary to assure that customer account and Bank records accurately reflect correct transaction amounts and balances.
- Each bank employee is expected to know the requirements of the laws and regulations commensurate with his or her job responsibilities, and it is the duty of each employee to carry out responsibilities at all times in a manner that complies with the requirements of all such laws and regulations.
Minimum Education
- High school diploma or general education degree (GED) plus additional bank-related training.
Minimum Experience
- 3-5 years related cash handling experience and/or training;
- Or equivalent combination of education and experience;
- Understanding of regulatory compliance; and
- Thorough product knowledge.
Other Skills/Characteristics
- Ability to coach and train tellers;
- Friendly and outgoing;
- Strong sales and customer service focus;
- Courteous and professional
- Excellent communication skills;
- Versatile and flexible;
- Ability to multi task;
- Strong attention to detail;
- Accuracy/good math skills;
- Dependable;
- Ability to uphold confidentiality;
- Professional in appearance and communications;
- The ability to contribute in a team environment, ensuring that both individual and department goals are met;
- The desire and ability to abide by our core values of: Customer Service, People, Honest Communication, Integrity and Teamwork.
Physical Demands
- Ability to stand for lengthy periods; and
- Frequent use of computer, calculator, and other office related equipment.
Equal Opportunity Employer of Protected Veterans and Individuals with Disabilities