Teller Lead

About the role

The Lead Teller leads the branch teller team in delivering accurate, efficient, and member-centered financial transactions at Credit Union of Texas. The role oversees day-to-day cash operations and ensures the branch operates in full compliance with CUTX policies, audit standards, and applicable regulations.

Responsibilities

• Deliver an unexpected experience by consistently providing outstanding service to internal and external members with every interaction.
• Process member transaction requests accurately and efficiently, including deposits, withdrawals, transfers, loan payments, and negotiable instrument issuance.
• Identify member financial needs and recommend appropriate CUTX product and service solutions to meet those needs.
• Maintain day-to-day supervision of safes, vault, cash drawers, recyclers, negotiable instruments, and balancing and summarization procedures.
• Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and the CUTX Funds Availability Policy, and ensure teller team members adhere to these policies.
• Perform branch audits including recyclers, employee cash and paper audits, membership and account modifications, safe deposit boxes, and related controls.
• Ensure the branch is compliant with all regulations and CUTX policies and procedures regarding operations and member service.
• Use CUTX-approved AI and productivity tools to support knowledge lookup, procedure clarification, and routine drafting, applying human review on every output before action.
• Identify recurring operational pain points and recommend improvements to the Branch Manager.

Requirements

• Minimum one to two (1–2) years of similar or related experience in teller, cash handling, or branch operations.
• Prior experience as a senior teller, head teller, or in a teller lead capacity preferred.
• Prior credit union or community bank experience preferred.
• Bilingual English / Spanish preferred.

Qualifications

• A high school diploma or general education degree (GED) required.
• An associate degree or relevant coursework preferred.

Skills

• Working knowledge of teller operations, cash handling controls, negotiable instruments, and branch balancing procedures.
• Proficiency with Microsoft Office (Outlook, Word, Excel, Teams).
• Strong attention to detail, problem-solving ability, and accuracy under pressure.
• Strong listening, written, and verbal communication skills.
• Ability to multitask, prioritize, and adapt in a fast-paced, changing environment.
• Goal-oriented and service-oriented with a demonstrated ability to motivate self and others toward sales and service targets.
• Strong team orientation with the ability to lead, coach, and collaborate in a group setting.

Benefits

• Compliance with all regulations and CUTX policies and procedures regarding operations and member service.
• Compliance with CUTX brand standards and ensuring that all store employees adhere to CUTX policies and procedures.
• Use of CUTX-approved AI and productivity tools (e.g., Sam, Microsoft Copilot) to support knowledge lookup, procedure clarification, and routine drafting, applying human review on every output before action.
• Identification and escalation of suspicious activity, potential fraud, elder financial exploitation, or member-harm concerns to the Branch Manager and the BSA/Compliance function.
• Human-in-the-Loop Review Rate on AI Outputs — percent of AI-generated drafts or lookups reviewed by the Lead Teller before action or member-facing use.

Pay

Competitive salary commensurate with experience.

Schedule

Full-time, Monday through Friday, with some evening and weekend hours as needed.