Lead Teller

About the role

The Lead Teller is responsible for overseeing daily teller operations, ensuring smooth and efficient branch service while providing outstanding member experiences. In addition to processing financial transactions and resolving member inquiries, the Lead Teller supervises and supports teller staff, assists with complex transactions, and ensures adherence to branch policies and procedures. The role also includes cash management, performance coaching, and assisting with training and development of the teller team. The Lead Teller serves as a key point of contact for operational matters in the absence of the Branch Manager or Assistant Branch Manager.

Responsibilities

• Process a variety of financial transactions for members, including deposits, withdrawals, loan payments, and account inquiries, ensuring accuracy and efficiency.
• Provide excellent service to members, addressing questions and resolving issues related to BayPort Credit Union’s products and services.
• Oversee the management of the vault, ensuring proper handling of currency received and disbursed, as well as negotiable and non-negotiable instruments.
• Order, send, and verify cash shipments to and from the Federal Reserve, ensuring compliance with regulatory limits.
• Maintain accurate cash inventories and perform cash audits as required.
• Supervise the teller staff, providing guidance and support during daily operations.
• Assist with teller scheduling, coordinating work assignments, and ensuring a professional and consistent approach on the teller line.
• Conduct monthly one-on-one coaching sessions with tellers, documenting performance in accordance with credit union procedures.
• Evaluate teller performance and take corrective actions when necessary.
• Handle complex member complaints, transaction inquiries, and corrections or adjustments.
• Resolve any discrepancies in teller cash drawers or vaults, reviewing out-of-balance conditions and taking appropriate action.
• Perform opening and closing procedures for the branch, ensuring all cash, documents, and equipment are secured and accounted for.
• Maintain the security of branch cash and ensure compliance with internal policies and regulatory requirements.
• Educate members about products and services that meet their financial needs, contributing to sales goals set by the credit union.
• Keep supervisors informed of any concerns or issues impacting branch operations or member service.
• Participate in branch and all-staff meetings to stay current on organizational issues, promotions, policies, and compliance matters.
• Attend ongoing training to improve job knowledge, service delivery, and leadership skills.