Branch Team Lead - Homestead Branch

Essential Duties & Responsibilities

• Oversees training and coordinates duties of the FSRs in the teller line.
• Ensures that FSRs are trained on all Federal Regulations, Requirements and that they follow all policies, procedures, and compliance issues.
• Ensures that all FSRs handle themselves in a businesslike/professional manner in handling member needs.
• Assists the Branch manager in scheduling work and controlling overtime of the staff.
• Prepares daily report of all shortages and overages and periodically submits to Branch Manager for review.
• Maintains documentation of outages and probation schedules of each employee, as set forth in policies.
• Orders the appropriate amounts and types of cash for the company and supplies FSRs with daily cash, money orders, travelers checks, and other necessary supplies.
• Maintains proper documentation of all currency received and disbursed.
• Maintains overall control and accountability for overall vault reconcilement and periodically audits individual cash drawers of each FSR and maintains such documentation of audit.
• Constantly reviews performance of FSR activities in the teller lines as to the use of their cross-selling techniques in accordance with their performance goals and discusses needed changes with each employee.
• Assists in the hiring process of FSRs and their performance reviews.
• Responsible for overseeing the operation of the On-site ATM, including daily balancing and cash replenishment.
• Replenishes and reconciles all cash boxes/canisters designated for Nationwide Money ATM’s.
• Administers and maintains all safe deposit boxes.
• Compiles data and requested reports for other departments or branches of the company.
• Provides effective backup to the teller line as needed.
• Ensures that members are properly notified of any discrepancies in their transactions and follows up on all member problems or complaints of the teller area or drive-thru.
• Responsible for meeting sales and service goals set by management.
• Works with all staff to improve cross selling skills and to provide updates on policy and procedure changes.
• Ensures proper and timely reporting on Money Orders, Travelers Checks and bagged coin to the Federal Reserve.
• Receives and processes all returned checks by either redepositing, clearing from accounts, contacting customer or turning over the Account Management Department and maintain daily subsidiary.

Requirements

• A High School Diploma or equivalent required; Two Year college degree or related field preferred.
• Must have excellent written and verbal communication skills.
• Must be self-motivated, flexible, detail oriented, and able to handle multiple priorities.
• Must possess exemplary organizational skills.
• Proficiency with Windows and Microsoft Office applications required.
• Must possess analytical, problem solving and decision making skills.
• Must be able to handle high-level problem resolution.
• Exercises good judgment.
• Able to work independently and in a team atmosphere.
• Professional appearance.
• Must have in-depth knowledge of branch operations with one or more years’ branch experience in teller and member service areas.
• Previous banking/credit union experience desirable.