Lead teller job description

Our mission at DuTrac is to be a trusted partner with our members to make a difference in their lives by working directly with each person to help them achieve their financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our members succeed in whatever those goals may be. As a Lead Teller at DuTrac, you have the power to be the difference maker!

Integrity, Community, Engagement and Education are the qualities you will find in DuTrac's working environment. You will appreciate working in DuTrac's family- friendly culture that provides excellent opportunities for both personal and career growth while providing a competitive salary and benefits package.

As a Lead Teller, your knowledge and member service skills will provide you the opportunity to assist our members in the following areas:

+ Performs regular Teller duties, receiving, processing, and posting member financial transactions, including deposits, withdrawals, transfers, and loan payments.

+ Manages vault transactions and maintains sufficient cash levels; balances ATM; replenishes ATM and cash dispense machines.
+ Assists Teller staff with problems and questions; provides oversight to teller line.

+ Welcomes members, determines needs, and effectively provides routine information concerning services; provides assistance and guidance when members have questions or problems. Looks for opportunities to explain and offer appropriate credit union services, providing referrals and meeting branch goals.

+ Assists with opening and closing procedures.

+ Schedules, trains, and monitors the work of other tellers, provides input on performance reviews, coordinates teller activities.

Ideal candidates will have at least 3-5 years of Teller experience or similar experience in a retail setting. The Lead Teller must be available to work hours Monday- Thursday between 7:30-5:30 PM, and Friday's 7:30-6:00 PM and will be required to work Saturday mornings on a rotating basis from 9:00 AM until 12:00 PM.

DuTrac is proud to be an Equal Opportunity Employer.

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Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We work to make a positive difference in the lives of the people we serve and help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.

We invest in people and their careers. Our competitive employee benefits include healthcare, a fully paid pension plan and 401(k) matching contributions, and professional development and tuition reimbursement.
Thank you for your interest in joining the Nusenda team!

We are currently seeking a Full-Time Lead Teller to join our North Valley Branch. As a Lead Teller, you will be a trusted financial resource to existing and potential members by assisting with routine financial transactions at an exceptional service level. You'll use a consultative approach to evaluate, educate and fulfill member financial needs and refer members to financial consultants, business services, mortgage services, home equity, and investment services when necessary. You will serve as a resource for technical and day to day operational assistance to include problem resolution, training and coaching tellers, updating daily reports, and other operational procedures as needed as well as manage all cash vault duties as assigned.

What You'll Do:

* Processes member financial transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy.
* Financial transactions include, but are not limited to, cash, negotiable instruments, account transfers and loan/credit card payments.
* Assists members by assessing needs and educating on available products utilizing a needs based sales approach, refers members to specialized departments as needed.

What You'll Need:

* 1- 3 years prior teller experience or very heavy cash volume experience.
* High school diploma or GED.

Key Skill and Experience:

* Expert knowledge of service delivery operations.
* Accuracy in numbers, procedural detail, processing and balancing large amounts of negotiable instruments.
* Experience in multi-tasking, dealing with sensitive information, and problem resolution while providing exceptional service.
* Knowledgeable in Microsoft Office and all internal systems as affiliated with the department.
* Ability to adapt quickly to change and effectively communicate with colleagues and members using appropriate resources.
* Exceptional service delivery ability.

We are searching for candidates who can work Full -Time at 37-40 hours per week with open availability and flexibility, Monday-Saturday.

Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

At Key, we have the opportunity to bring ease, value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Lead Teller, you will report to the Branch Manager and perform the duties of a Teller.

The Lead Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. The Lead Teller acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs and enhances client relationships with Key by providing distinctive quality service. In addition, the Lead Teller asks questions and listens to clients to uncover financial needs and transitions clients to a banker to further assist. The Lead Teller helps observe and provide coaching to Tellers to enhance the client experience and operational effectiveness, and is responsible for day to day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls.
ESSENTIAL JOB FUNCTIONS:
The role of the Lead Teller is to perform the duties of a Teller, oversee daily Teller functions and scheduling, ensure that all branch operations are effective and compliance requirements are met, provide coaching to the branch Teller staff to meet client service objectives, and to assist platform staff with basic account opening and maintenance activities. Lead Tellers and all Branch team members are expected to act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest our clients and Key.

Teller Functions & Staffing
• Accept and accurately process all financial service transactions
• Maintain responsibility for cash drawer and follows proper balancing procedures
• Act as a resource to identify and resolve more complex client servicing issues
• Listen for clues for Financial Wellness opportunities during client conversations, and then appropriately transition the clients to a Banker
• Accountable for daily NSF review/weekly overdraft monitoring
• Assist with staffing and scheduling of the Tellers
• Seek out clients and educate them on alternative delivery channels
• Support the Branch Manager in onboarding and training of new Tellers to the team

Build Client Rapport
• Provide excellent client service to all KeyBank clients
• Where problem resolution is required, take thorough information from the client and get back to them in a timely manner
• Ensure a confident tone that reassures the client we will follow up with resolution
• Greet and welcome every client as they enter the branch; acknowledge by name, if known
• Assist clients in achieving their financial goals and objectives through the use of Financial Wellness tools
• Participate in client appreciation events
• Address client issues or concerns; engage branch management when needed to provide full solutions for clients
• Make product suggestions based on the client's needs and refer to a member of the branch team
• Help create and establish a business relationship between the Personal Banker and the client
• Answer the phone within the Branch professionally, promptly, and pleasantly
• Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs

Risk Management
• Ensure compliance with security and audit procedures
• Adhere to all applicable policies and procedures

Branch Operations and Platform Assistance
• Provide direction and guidance for branch staff on operational/regulatory procedures
• Debrief with Manager and/or Banker after a transition is made to ensure alignment with client goals
• Observe and provide coaching to Tellers to enhance effectiveness
• Cross-train to work on platform and perform basic account opening and maintenance activities as needed
• Update electronic profile during client conversations
• Act as a backup to the Branch Manager, as needed and assigned

Additional responsibilities:
• Understand goals and objectives for the branch
• Special assignments as requested
• Ensure signage and merchandise are properly displayed
• Ensure that the branch facilities (internal and external) are maintained
• Review and maintain knowledge of product guides, fees and policies to stay current on offerings