Lead Teller

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.
• Perform other duties as assigned by branch management to ensure the smooth functioning of branch operations and the highest level of member satisfaction.

Requirements

• Required Education: High school diploma or equivalent required; some college coursework or financial services training preferred.
• Required Experience: Previous experience in banking, financial services, or cash handling required; supervisory or leadership experience a plus.
• Preferred Experience: Previous Senior Teller or Lead Teller is preferred.

Skills And Abilities

• Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
• Strong leadership, communication, and interpersonal skills.
• Ability to work in a fast-paced environment, managing multiple tasks while maintaining attention to detail.
• Knowledge of financial products and services with the ability to identify cross-selling opportunities.
• Strong problem-solving skills and ability to handle complex transactions.
• Ability to maintain confidentiality and follow security protocols.
• Flexibility to support the team and adapt to changing operational needs.