Lead Teller

WHO WE ARE

City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.  

ROLE SUMMARY

The Lead Teller performs transactions in accordance with the Bank’s policies and procedures ensuring adherence to all security, regulatory and compliance standards. Handles complex transaction and responds to escalated client issues; supports the branch sales goals through quality referrals. As directed by the Branch Manager, supports the training and development of new tellers, answers routine questions, and approves transactions within authorized limits. Occasionally, the Lead Teller may be required to act as a senior person in the absence of the Branch Manager.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Accurately performs teller transactions in accordance with bank policy and procedure.
• Based on knowledge and skills, this position typically has higher authority limits than a Teller 1 or 2.
• Responds to client inquiries on the telephone or in person adhering to customer privacy and confidentiality guidelines. Provides responsive, quality client services at all times. Follows all established security procedures
• Processes rejects, reviews branch reports, and completes audits as assigned by assistant manager; assists with the daily branch settlement and reconcilement process, including oversight for night deposit and ATM balancing.
• Possesses sufficient knowledge of the Bank’s products and services on order to complete a referral; works to meet or exceed branch referral goals. Actively participates or takes lead role on branch sales and service meetings.
• May perform back-up platform duties as required.
• May be assigned the responsibility of vault teller completing all duties related to this task.
• Assists in training new tellers and answering routine questions related to the teller line. Offers direction and guidance to the tellers. Assists in establishing and implementing consistent best practices for the teller line. Approves transactions within authorized limits. 

EDUCATION & EXPERIENCE

Required Education/Experience:

• High School Diploma or equivalent
• 4+ years of cash handling and customer service experience, preferably in a banking environment.

CERTIFICATIONS

• None

KNOWLEDGE, SKILLS, AND ABILITIES

Required Knowledge & Skills:

• Knowledge of Teller systems (FIS Horizon preferred)
• Exhibits professionalism with internal and external customers
• Knowledge of deposit products and services
• Knowledge of banking regulations, policies, and procedures
• Basic knowledge of MS Office products
• Effective oral, written, and interpersonal communication skills.
• Excellent organizational skills