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About the Role
The Head Teller is responsible for the overall operation of the teller line and building member relationships by providing outstanding service.
Responsibilities
- Coordinates and schedules activities of employees engaged in teller functions, ensuring work is performed in accordance with established policies and procedures.
- Accurately accounts for funds received and disbursed.
- Correctly records member transactions in the credit union’s data processing system.
- Provides information to members with respect to their financial and other transactions.
- Assists with coaching and training branch employees to help them attain sales goals.
- Ensures the team is providing consistent excellent member experience.
- Develops schedules and ensures a complement of tellers is available at all times.
- Performs member transactions and other clerical duties.
- Performs the duties of the MSR position when needed.
- Searches records to assist coworkers in locating and reconciling posting errors on member accounts.
- Ensures all teller transactions, cash, checks, other forms of funds, ATM, Recyclers and CDM machines are balanced, reconciled, endorsed, and appropriate GL transactions are completed.
- Assigns duties and examines work for accuracy, neatness, and conformance to policies and procedures.
- Leads the teller staff in member service excellence and sales referrals.
- Cross-sells credit union products and services utilizing APEX tools.
- Studies and standardizes procedures to improve staff efficiency.
- Maintains harmony and ensures teamwork.
- Researches and adjusts errors.
- Addresses member and employee complaints with the Office Manager.
- Ensures Teller cash drawer levels are in conformance with limits.
- Holds periodic meetings with staff to review policy and procedures, including holdup and robbery, regulatory compliance, and credit union philosophy.
- Performs all clerical functions related to establishing and servicing deposits, loans and other products and services.
- Serves as vault teller, including ordering cash from the Federal Reserve, verifying cash received, filling teller cash orders, shipping coin, and maintaining vault security.
- Oversees proper availability of daily cash, money orders and travelers checks for the branch.
- Performs Loan Originator duties under Regulation Z by taking applications, and assists members in obtaining or applying for loans.
- Investigates teller losses and institutes correction workflow.
- Responsible for member coin processing, machine maintenance and upkeep.
- Mentors new employees.
Requirements
- Prior experience in traditional or electronic banking services is required.
- Successful candidate must possess excellent communication and interpersonal skills.
- Previous sales experience and the ability to work in a team environment are essential.
- Achieving quarterly sales is an essential component of the position.
- Employees looking to advance with the organization must consistently meet sales goals.
- Applicant must be a US Citizen in order to access Electric Boat and EBNL offices.
Skills
- Communication skills
- Interpersonal skills
- Sales skills
- Teamwork
Location
- Electric Boat offices
- EBNL offices
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- Not specified
About the Company
- Be a part of the Charter Oak Federal Credit Union Team!
Equal Opportunity
- Equal Opportunity Employer Veterans/Disabled.