Head Teller

Description

  Job Title:  Head Teller

Department:  Retail Operations Department

Reports To:  Branch Officer

FLSA Status:  Non-Exempt

Location: Branch Location listed here

Prepared Date:  April 19, 2016

Revised: January 1, 2025

Pay Grade: 8

SUMMARY 

The Head Teller position is a sales and service position that works to build upon new and existing member relationships in a proactive, fast paced, retail sales environment while being held responsible for managing the teller line, branch cash, branch balancing, and the management of ATMs. This position processes member teller transactions in addition to new accounts and loan applications. The Head Teller demonstrates a strong working knowledge of Credit Union products and services and is responsible for meeting or surpassing an individual sales goal. This position supports the Groton and Waterford Branches.

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Responsible for daily teller, vault, and ATM balancing.
• Meets  individual production goals and contributes to the overall team goals.  Provides additional sales coaching to staff when necessary.
• Works within the confines of the branch  to promote the Credit Union. Assists Branch Manager in the development of      business outside of the branch office.
• Demonstrates  a positive attitude and outgoing and friendly personality.
• Demonstrates   a strong working knowledge of Credit Union products and services as well  as policies and procedures. Proficient in processing teller transactions  and member service functions such as new accounts.
• Acts in  the capacity of loan interviewer and is familiar with consumer loans and  the basics of real estate lending. Disburses loans when needed. 
• Uses discretion  and independent judgment in problem solving member service as well as  personnel issues.
• Promotes  the Credit Union at after work functions such as business after hours and  other community events.
• Identifies potential sales  opportunities and follows through with outbound sales calls.
• Tracks Teller  and MSR cross sales on a weekly / monthly basis.
• Trains  staff on computer transactions, cross selling and other functions as  deemed by the Branch Manager.
• Performs   all computer functions, such as processing deposits, withdrawals,  payments, transfers, maintaining cash drawer, cash advances, and member  maintenance with manager’s approval.
• Maintains  vault cash and disbursement to staff as needed. Orders cash to ensure proper supply for  daily operation. Replenishes cash  and supplies on ATMs and coin counting machines as well as supervises  preventative maintenance on these and other equipment.
• Audits  traveler’s checks and money orders monthly to ensure proper accounting of  these products. Makes daily  remittances according to the established procedures. Performs other audits as requested. 
• Responsible  for knowledge of the security system, opening and closing of the office as necessary.
• Other   duties as assigned.

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.

Requirements

QUALIFICATIONS 

· A High School diploma or equivalent and a minimum of two years financial institution or retail sales experience and/or training.

· 1-2 years of previous teller or retail experience preferred.

· Ability to use various technical platforms including Microsoft office (excel, word etc.).

· Ability to work well on teams and independently while keeping internal and external service top of mind.

· Ability to interpret a variety of instructions furnished in written, oral or schedule form.

· Excellent customer service skills and the ability to foster strong member relationships.