About the position
The Lead Teller is a pivotal role within the branch, responsible for leading the team of Branch Tellers in executing financial and service transactions while ensuring compliance with audit regulations and adherence to established policies and procedures. This position is designed to enhance the member experience by identifying financial needs and recommending suitable credit union products and services. The Lead Teller is expected to deliver an unexpected experience by consistently providing outstanding service to both internal and external members during every interaction. In addition to managing day-to-day operations, the Lead Teller will oversee the supervision of safes, vaults, cash drawers, and negotiable instruments, ensuring that all balancing and summarization procedures are followed meticulously. The role also involves conducting branch audits, maintaining compliance with various regulations, and ensuring that the team adheres to policies regarding member transactions. The Lead Teller will be responsible for approving checks and drafts for deposit, overseeing cash levels, and preparing necessary reports for accounting purposes. The Lead Teller must be goal-oriented and service-oriented, with strong problem-solving skills and attention to detail. This position requires effective communication skills, the ability to multitask, and a commitment to teamwork. The Lead Teller will play a crucial role in meeting or exceeding sales and service goals established by leadership, thereby contributing to the overall success of the credit union.
Responsibilities
- Lead the Branch Teller team in performing financial and service transactions.
- Ensure compliance with audit regulations and branch operations policies.
- Identify member financial needs and recommend appropriate credit union products/services.
- Meet or exceed sales and service goals established by leadership.
- Maintain day-to-day supervision of safes, vaults, cash drawers, and balancing procedures.
- Assign and control employee keys in accordance with credit union policies.
- Perform branch audits including cash and paper audits, membership modifications, and safe deposit box checks.
- Ensure compliance with Bank Secrecy Act/Anti-Money Laundering regulations.
- Approve checks and drafts for deposit beyond Teller authorized procedures.
- Oversee ordering, receiving, and verification of incoming/outgoing vault cash.
- Maintain ATM cash levels and prepare necessary reports for accounting.
Requirements
- High school diploma or GED required.
- Minimum 1-2 years of similar or related experience required.
- Strong attention to detail and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to multitask and prioritize in a changing environment.
- Goal-oriented and self-motivated to meet sales goals.
- Strong listening skills and ability to work well in a team.
