Head Teller

Job Title: Head Teller

Department: Retail Operations Department

Reports To: Branch Officer

FLSA Status: Non-Exempt

Location: East Lyme

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.

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.

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.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; climb or balance; and stoop, kneel, crouch, or crawl. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, depth perception, and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is frequently exposed to outside weather conditions. The noise level in the work environment is usually moderate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.