What are the responsibilities and job description for the Teller Team Leader position at Northwest Bank?
Northwest Teller Team Leaders oversee office operations and a team of tellers, conduct reviews, manage schedules and monitor interactions to be sure tellers are providing an excellent front-line customer experience by welcoming customers, and providing efficient and educational service. This position serves as a role model and coach to tellers to ensure that effective service, operations, and support of office sales initiatives exist within the office.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
- High School Diploma or equivalent preferred
Work Experience:
- Customer service experience preferred
- Cash handling experience preferred
- Banking and/or retail experience preferred
- Supervisory experience preferred
KNOWLEDGE, SKILLS, AND ABILITIES:
- Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
- Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans
- Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
- Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
- Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
- Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
- Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
- Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters
- Knowledge of all job-related operating systems and Northwest products and services
ESSENTIAL FUNCTIONS:
- Provide the best customer experience possible by being courteous and efficient to all customers, in person or over the telephone
- Ensure the efficient use of teller staffing through scheduling
- Ensure the office audits completed are satisfactory with corrective actions implemented as needed
- Ensure the office cash limits are being utilized and maintained, security procedures are followed, and compliance training (e-learning) is completed by the teller team while ensuring the office is operating smoothly and efficiently
- Educate and/or refer Northwest solutions that meet our customer/client needs through the Northwest 360 model - bank, borrow, invest, and insure
- Serve as the teller team's primary resource for questions and support while communicating Northwest initiatives and operations updates with the tellers
- Participate in regular office meetings as well as attend regularly scheduled Operations Meetings
- Supervise and guide the office's success of operations and audit
- Participate in the hiring process for the teller team and completing annual performance reviews
- Communicate with customers to recognize cross-selling opportunities
- Contribute to the overall sales performance of the office team
- Complete educational training as assigned
- Able to work evening hours and weekends as scheduled or assigned
- Cross train on additional responsibilities such as new account processing
- Coach and mentor employees as directed on sales and customer experience
- Assigned an elevated drawer limit, check signing authority, supervisor authority through CARE, and an increased authority level in STAR
- Responsible for scheduling teller staff, weekly cash ordering and shipments, and completing Audit Certification requirements
- Demonstrate in-depth knowledge of ECR, ED, Coin Machine procedures and maintenance, if applicable to the office equipment
- Process weekly ATM balancing and ATM maintenance functions
- Conduct outbound business calls/referrals on a regular basis
- Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment