Lead Teller

About the role

Welcome members into the branch and provide friendly, helpful service that promotes financial well-being and consistently sets a positive example. Initiate and open new memberships and accounts while providing appropriate information on regulations and policies. Promote, sell and refer TruStone products and services while expertly processing a variety of routine financial inquiries, transactions and service requests, and train these activities to branch staff. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs. Ensure Tellers are performing their jobs in conformance with TruStone process and procedure.

Responsibilities

• Welcome members into the branch and provide friendly, helpful service that promotes financial well-being and consistently sets a positive example.
• Initiate and open new memberships and accounts while providing appropriate information on regulations and policies.
• Promote, sell and refer TruStone products and services while expertly processing a variety of routine financial inquiries, transactions and service requests, and train these activities to branch staff.
• Responsible for meeting established Credit Union and Branch goals through active participation in sales programs.
• Ensure Tellers are performing their jobs in conformance with TruStone process and procedure.

Requirements

• Availability to work 40 hours per week Monday through Friday between the hours of 8:15am – 5:15pm and rotating Saturdays 8:45am – 1:15pm at our Minneapolis South Branch; non-exempt.
• In addition: High school diploma or equivalent.
• Two years of cash handling experience or experience serving customers.
• Knowledge of banking and/or credit union regulations preferred.
• Experience training others, preferred.
• Strong interpersonal skills, a positive attitude, and a desire to help people.
• Effective verbal and written communication and training skills.
• Excellent problem-solving skills.
• Good decision-making skills and judgement.
• Able to perform calculations and possess proficiency in basic math skills.
• Able to organize and prioritize work and maintain accurate records.
• A professional and friendly appearance and demeanor.
• Compliance with Bank Secrecy Act and all its provisions.
• Able to pass all pre-employment drug test and various background checks.

Qualifications

• Availability to work 40 hours per week Monday through Friday between the hours of 8:15am – 5:15pm and rotating Saturdays 8:45am – 1:15pm at our Minneapolis South Branch; non-exempt.
• In addition: High school diploma or equivalent.
• Two years of cash handling experience or experience serving customers.
• Knowledge of banking and/or credit union regulations preferred.
• Experience training others, preferred.
• Strong interpersonal skills, a positive attitude, and a desire to help people.
• Effective verbal and written communication and training skills.
• Excellent problem-solving skills.
• Good decision-making skills and judgement.
• Able to perform calculations and possess proficiency in basic math skills.
• Able to organize and prioritize work and maintain accurate records.
• A professional and friendly appearance and demeanor.
• Compliance with Bank Secrecy Act and all its provisions.
• Able to pass all pre-employment drug test and various background checks.

Skills

• Customer service skills.
• Financial product knowledge.
• Training and mentoring skills.
• Mathematical and organizational skills.

Benefits

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
• Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

Pay

The salary range for this position is $18.00 to $21.50 per hour.

Schedule

Availability to work 40 hours per week Monday through Friday between the hours of 8:15am – 5:15pm and rotating Saturdays 8:45am – 1:15pm at our Minneapolis South Branch; non-exempt.