Head Teller ensures the daily operational activities of the teller line are executed with accuracy and fulfill required service standards. Processes and records routine transactions, handles complex or unusual customer transactions, and answers more complex customer inquiries. Being a Head Teller depending on policy, may authorize certain transactions. Assists with teller onboarding, training, and guidance. Additionally, Head Teller is responsible for vault oversight and the daily auditing, reporting, and balancing processes. Oversees each teller's daily reconciliation and assists if needed. Ensures that tellers comply with all operating, regulatory, and security policies and procedures. Requires a high school diploma or equivalent. Typically reports to a manager. The Head Teller supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. To be a Head Teller typically requires 3 years experience in the related area as an individual contributor. Thorough knowledge of functional area under supervision. (Copyright 2024 Salary.com)
Role: | ||||||||||
The Head Teller will coach, lead and schedule Tellers to meet needs of the members and credit union regarding operations and sales. | ||||||||||
Essential Functions & Responsibilities: | ||||||||||
- Embraces and use Service Strategy standards and direct members to appropriate departments for specific information and services. Receives and processes members financial transactions including deposits, withdrawals, and loan payments with accuracy and equally share the workload with others on the teller line. | ||||||||||
- Accurately handle money with large volume of transactions; service members on a regular basis, handle member account transactions with accuracy and a sense of urgency. | ||||||||||
- Promote TCU products and services to meet and/or exceed branch and company objectives (Sales Strategies), cross sell TCU products and services. Remain current regarding TCU products and services and participate in on-going training. | ||||||||||
- Balance drawer(s) daily, maintain a good record regarding overages/shortages, limit posting errors, balance ATM and Vault, and manage cash for the branch. | ||||||||||
- Sign Treasurers drafts and override transactions per TCU policies. | ||||||||||
- Assist with interviewing, training, directing, and evaluating employee performance within the branch. Identify performance problems and provide regular and specific feedback for continuous development. | ||||||||||
- Responsible for scheduling tellers. Monitor daily transaction activities of Tellers. Ensure that all employees on the teller line are in compliance with current policies, procedures and regulations. Take action to resolve any out of compliance issues. Responsible for overall teller line sales/operational goals. | ||||||||||
- Conduct monthly cash drawer audits and assist those on the teller line in developing skills to ensure accuracy in handling all transactions. Handle member complaints as needed. | ||||||||||
- Perform other related duties as assigned. | ||||||||||
Knowledge and Skills: | ||||||||||
Experience | * One to three years of similar or related experience | |||||||||
* Supervisory Experience required | ||||||||||
* Experience as a Head Teller/Branch Supervisor preferred | ||||||||||
* Demonstrated Experience in Coaching for Success | ||||||||||
Education | A high school education or GED. | |||||||||
Advanced degree/education a plus | ||||||||||
Interpersonal Skills | Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. | |||||||||
Other Skills | * Sales Acumen | * Strong Computer Skills | ||||||||
* Good Communication Skills | * Basic Math Skills | |||||||||
* Organizational Skills | * Member Service Skills essential | |||||||||
* Attention to Details | ||||||||||
Physical Requirements | * Ability to stand for extended periods of time | |||||||||
* Ability to bend, twist, squat, and reach | ||||||||||
* Ability to lift 25 pounds frequently | ||||||||||
Work Environment | Member Facing/Fast Paced | |||||||||