What are the responsibilities and job description for the Head Teller position at Santa Clara Branch?
As a Head Teller this individual is responsible to assist the Operations Manager in the operations of the teller line as well as assist in opening new accounts. This position ensures all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customers and employees. The Head Teller is responsible for providing a full range of banking services to individual and business customers, with an emphasis on personal and business financial needs and customer service. Additionally, you will assist in ensuring that the branch is in compliance with operating policies and procedures as well as outside regulatory requirements; and assist in supervising teller personnel. This Head Teller position also maintains the duties of opening new customer accounts.
Essential Duties And Responsibilities
- Assist customers in their selection and opening of various accounts, products and financial services from the bank
- Be aware of customer needs and actively look to increase the number of products and services used by current bank customers
- Meet with customers and resolve any problems or complaints
- Ensure a high level of customer service and ethics
- Facilitate with teller buys and sells to the vault
- Enforce dual control procedures at all times
- Stay current and educated on all deposit, business, and consumer loan products
- Provide for proper security, maintenance, and cleanliness of the branch
- Ensure the branch and vaults are opened and closed on a timely basis
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements; ensures that the office and all personnel adhere to the same.
- Help Branch Manager in overseeing the proper staffing of the branch to ensure proper coverage at all times (lunches, vacations)
- Help supervise and perform teller and new accounts operations
- Have a drawer and perform teller transactions as needed
- Review daily reports and assist with quarterly self-audit procedures
- Balancing and reconcilement of the branch, vault, coin machine, ATM, etc.
- Facilitate with staff meetings to disseminate operational information and changes, coach and mentor staff to provide excellent customer service skills and compliance to bank policies, etc.
- Assist with the implementation of strategies and goals for the branch to ensure branch reaches set goals and is in line with the banks overall strategic plan
- Public Notary responsibilities and other duties as assigned
Minimum Qualifications
- High School Graduate or (GED)
- Must pass a credit & background check
- Must be at least 18 years of age
- One year of banking experience
Preferred Qualifications
- Two plus years of banking experience
- Previous teller job experience
- Previous new accounts opening experience
- Some college education
- Public Notary (willing to obtain)
- Bi-lingual (Spanish)
Skills
- Honesty and integrity, ability to make the right decision when faced with an ethical dilemma
- Ability to be discreet with employee and customer information
- Ability to stay organized in your work
- Some supervisory and coaching skills
- Knowledge of all bank products and services
- Proficient in reading and writing
- Moderate knowledge and experience using Microsoft Excel and Word
- Ability to communicate effectively both in person and over the phone
- Excellent customer service skills & attention to detail
- Be self-motivated to greet the public in a prompt, polite, and friendly way
- Maintain a professional and approachable appearance