Teller

About the role

The Teller position is one of the most important client support roles at Lead Bank. Our team works in a fast-paced environment where they multitask and prioritize their work using their discretion. We intentionally created a non-traditional banking atmosphere that allows each client to have a personalized, immersive experience. Our Tellers are the face of the bank. They greet and ensure all clients receive excellent service on all financial transactions. Tellers develop fluency with Lead’s suite of personal and business financial products. Our relationship-building approach removes any sales pressure, allowing our bankers to focus on what’s most important to us: meeting the needs of our clients. Interdepartmental collaboration has allowed Tellers to learn and find new passions. A majority of our Tellers remain on the Lead Bank team and have since grown their careers in other areas of the Bank, including Accounting, Lending, and Management.

Responsibilities

• Deliver superior financial services to both consumer and business clients
• Manage and balance cash drawers, vaults, and ATMs
• Handle incoming and outgoing mail, ensuring timely and accurate processing of financial documents and client and partner communications.
• Facilitate branch audits
• Process a variety of financial transactions including check cashing, withdrawals, deposits, and loan payments in a confidential manner
• Report information related to financial transactions as required
• Follow all BSA/AML, CIP/KYC, CTR, and SAR requirements, escalating any unusual or potentially fraudulent activity immediately
• Become a Lead Bank product knowledge expert. Educate clients and new hires on specifics of our financial service offerings
• Adhere to operational and compliance policies and procedures
• Cross train for a Branch Banker position after Teller duties are mastered
• Perform other duties as assigned

Qualifications

• Cash handling experience
• Have a client first mentality
• Embody the growth mindset and bring a self-driven and self-starter mentality to your work
• Bring communication skills that help you understand client needs
• Demonstrate comfort and professionalism with outbound and inbound phone communication, including proper phone etiquette
• Thrives in social situations
• Able to complete assigned tasks to perform duties required
• Demonstrate the ability to adapt to a fast-paced environment, multitasking when required while also showing great attention to detail
• Bring excellent client care skills that will