Teller Team Lead

Position Summary:
Assist the branch manager in managing sales, service and teller operational functions, inclusive of compliance and security, within the branch. Lead and develop the teller team with the goal of providing an overall excellent member experience through all branch interactions. Acts as primary supervisor on duty in the absence of the Branch Manager.

Essential Job Functions:

• Supervising, Leading, and Coaching
• Lead a highly motivated, well-trained team that consistently offers excellent service to all members. Work with staff to greet all who come into the branch with a friendly, welcoming attitude.
• Provide training, coaching, supervision, and review of department activity to ensure staff is equipped to assess and meet the needs of our members.
• Monitors, tracks and manages branch sales referral activity, including but not limited to teller transactions, loan and new account and product sales.
• Effectively works with branch manager to develop and implement staff IDPs.
• Based on staff’s skill development, recommend changes, promotions, overrides, and check approval limits to Management.
• Provides guidance and assistance to team members in solving complex problems or member requests.
• Completes new hire 90day Intro evaluation and provides ongoing feedback to branch manager.
• Service and Cross-sales
• Assists ensuring and performing efficient, effective, and professional front line operations.
• Cross-sells all credit union services. Maintain knowledge of credit union’s products and services and assists maintaining a sales and service culture within the branch.
• Address and resolve member concerns; provide resolution for member complaints. (Keep management informed of members concerns and request assistance when necessary.)
• Determine member needs, tailoring credit union services to meet their unique financial needs and goals.
• Branch Security and Compliance
• Assists ensuring protection of credit union interest in matters of documentation and adherence to policies and applicable laws and regulations.
• Authorize exceptions to normal policy or procedures when circumstances warrant, and deviation is justified.
• As directed, institute and implement branch procedure changes, as well as overall policy and procedures changes.
• Process daily business, verify all work completed daily.
• Assists proper control and accountability, including security, of the cash maintained in the branch, TCR, and ATM/ITM. Balance all cash machines at least monthly.
• Assists proper control and monthly audit of blank laser check stock, and debit cards.
• Assists ensuring current postings of financials, rates, and marketing material. Maintain an adequate up to date supply of brochures, forms, and office supplies.
• Verify security and internal control procedures are in place, efficient and adhered to.
• Assists (under dual control) periodically, (at least quarterly and before vacations, extended leave and termination’s) cash issued to employees in branch and forward documentation to internal auditor when requested.
• Additional duties
• Perform duties of a vault teller, teller, or other operational tasks, as scheduled; following proper procedures.
• Promote the credit union’s positive image through internal contacts as well as involvement in outside activities including CU sponsored clubs and organizations.
• Other duties as assigned.

Experience Requirements:

• 5 years progressive financial institution experience and
• 1 year prior leadership vault teller experience

Education Requirements:

• High School Diploma/GED

Physical Demands

• Standing - Frequently
• Walking - Frequently
• Sitting - Frequently
• Lifting - Occasionally
• Talking - Constantly
• Hearing - Constantly
• Repetitive Motions - Constantly

Physical and Environmental Requirements
Office: This job primarily operates in a professional office environment and routinely requires the use of standard office equipment such as computers, phones, copy machines, etc.

Our people are passionate about what they do and the members they serve. If you're looking for an opportunity to be a part of a work family that values dedication, unity, and excellence, we're the right company for you.