Lead Teller - North Point Blvd

About the role

The Lead Teller oversees day-to-day teller operations to ensure consistency with established objectives, service standards, policies, and procedures. They also engage in meaningful financial conversations with members and provide leadership and supervision when the Manager is unavailable.

Responsibilities

• Provides coaching and encouragement to the Teller team to meet branch goals and objectives.
• Ensures Teller team engages in meaningful financial conversations with members and records these interactions through the referral process.
• Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including problem resolution.
• Coaches the teller team using observational coaching model and provides excellent customer service including engaging members in conversations and building relationships with them.
• Supports member service operations.
• Researches and resolves members' account issues and maintains integrity, discretion, and confidentiality when handling difficult situations concerning member accounts.
• Maintains accuracy and minimizes errors in teller transactions.
• Aids in branch cash audits and fraud loss prevention.
• Maintains proper inventory levels and balances vault cash daily.
• Evaluates training progress and makes recommendations to management.
• Trains the Teller team on new policies/procedures and changes to existing policies/procedures.
• Conducts performance appraisals and recognizes positive behavior, achievements, and results exhibited by employees.
• Serves members as needed performing all standard teller duties.
• Assists with other tasks and projects as assigned.

Requirements

• Strong understanding of standard concepts, practices, procedures, regulations, and compliance requirements within the financial services environment.
• Excellent verbal and written English communication skills.
• Strong interpersonal skills.
• Previous sales experience preferred.
• Good arithmetic skills.
• Basic personal computer skills.
• Ability to understand all business processes within the credit union.
• Detail oriented and well organized.
• Flexible and able to shift resources and priorities as required.
• Able to complete all assignments with minimal supervision.
• Able to resolve member's complaints and coach others.
• Ability to work in a general office environment.
• Able to work under pressure in a goal-oriented environment.
• A strong commitment to providing excellent service to Truliant's members.

Qualifications

• High School Diploma or equivalent required.
• Associates Degree or greater preferred.
• Minimum of 2+ years teller or branch operations experience in financial services industry preferred.
• Supervision experience preferred.