Supervises the teller staff and daily operations for a branch to meet operational and service standards. Ensures each day's transactions balance and oversees the auditing, reporting, and balancing operations. Reviews and approves exception transactions and researches and resolves discrepancies according to branch procedures. Prepares and manages the schedule and ensures sufficient teller coverage during busy periods. Responds to escalated customer issues and presents solutions. Trains staff members on operating, regulatory and security policies and procedures. Reviews tellers' performance, conducts performance appraisals, tracks cash differences, and issues corrective actions. May require an associate degree. Typically reports to a manager or head of a unit/department. Supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. Typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.
Monitors and records assets in the vault according to company and government standards and regulations. Verifies incoming deposits, counts currency, and balances the vault. Supplies other internal units with coin and currency. Places orders and fulfills requests to the Federal Reserve Bank to maintain required cash levels. Requires a high school diploma or equivalent. Typically reports to a supervisor or manager. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience.
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. Depending on policy, may authorize certain transactions. Assists with teller onboarding, training, and guidance. 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. 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. Typically requires 3 years experience in the related area as an individual contributor. Thorough knowledge of functional area under supervision.
Provides in-person customer service to process routine financial transactions, including deposits, withdrawals, transfers, check cashing, and loan payments. Processes requests for money orders, cashiers' and travelers' checks, and foreign currency exchanges. Responds to customer inquiries, identifies needs, and makes referrals or cross-sells bank products and services. Prepares daily cash settlements and proof record for cash drawer and ATM following standard procedures. Follows all required security procedures and policies regarding customers' personal information and money handling. Requires a high school diploma or equivalent. Typically reports to a head teller. Works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience.
Provides in-person customer service to process routine financial transactions, including deposits, withdrawals, transfers, check cashing, and loan payments. Processes requests for money orders, cashiers' and travelers' checks, and foreign currency exchanges. Responds to customer inquiries, identifies needs, and makes referrals or cross-sells bank products and services. Prepares daily cash settlements and proof record for cash drawer and ATM following standard procedures. Follows all required security procedures and policies regarding customers' personal information and money handling. Requires a high school diploma or equivalent. Typically reports to a head teller. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience.