Teller manager job description

In addition to personally performing routine teller duties, and under the direction of the Branch Manager and Assistant Branch Manager, manages the daily operations of a banking office teller line to include individual performance assessments for a staff of tellers. Identifies potential financial needs for customers and prospects and, based on that identification, personally makes referrals to the platform and coaches tellers on the referral process so that they also participate.

Acts in a management capacity with regard to reviewing and approving certain transactions above the limits and authority levels of teller staff.

Ultimately responsible for all teller operations to include teller operating systems, inventory of negotiable instruments, compliance and security requirements, and adherence to defined policies and procedures as they relate to teller functions.

Maintains direct control of cash within prescribed limits and charged with mastering use of the cash forecasting system in an effort to maximize availability while minimizing risk.

Following established policies and procedures, may also personally perform routine teller duties as outlined:

Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts
Cash checks for customers and non-customers Process and properly record the sale of monetary instruments (i.e. official bank checks) Process foreign currency purchases and sales Redeem savings bonds Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments Process various types of loan payments and credit card cash advances Assist with providing customers with access to safe deposit area Actively engages in the sales process by identify potential financial needs for customers and non-customers alike and makes appropriate referrals of such leads to the platform staff for follow-up. Also manages the tellers' participation in the referral process through monitoring and coaching. Complete Individual performance assessments for a staff of tellers. May also participate in the recruitment and interview processes for new tellers.
Qualifications:
Three-to-four years of banking or related job experience required; supervisory or management experience also required. Basic business acumen and professionalism is a must. Strong written and verbal communication skills with the ability to build relationships and strong alliances. Ability to quickly learn and fully understand the regulatory and policy requirements related to teller and branch operations to ensure compliance. Incumbent must be outgoing, have excellent customer service skills and the ability to work in a fast-paced environment. Individual should be a self-starter and be technically literate. Associates Degree preferred, but not required. High School or equivalent required.
Working Conditions:
Ability to stand and remain standing for up to five hours at a time without a break.
Company DescriptionEastern was founded 200 years ago, at a time when banks catered only to the rich and famous. Regular, hardworking people didn’t have access to a bank, so they literally stuffed cash in the mattress to try to keep it safe. Our founders didn’t agree with that way of doing business, so they bucked the trend and set out on a different path to make banking services accessible and understandable to everyone.

To us, doing good things to help people prosper means: providing access to credit and financial services, building strong and diverse communities by providing useful not usurious products and services, and working together to best meet the needs of our customers. Join us for good.

We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day. We strive to be the best destination for the industry's top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.
Job Description:

OFFICE LOCATION:

Abilene, Texas

ESSENTIAL FUNCTIONS:

* Manages the teller operations for the branch;
* Ensures that teller operations policies and procedures are followed;
* Provides guidance and assistance to teller staff as necessary with transaction approvals, resolution of customer service issues, workflow coordination, and training of new or less experienced tellers.
* Incumbent is expected to hire, track, and coach, counsel and support retail staff in all phases of sales, customer service and work detail.
* Will supervise staff of at least five employees and daily operations.
* Conducts on-going training as policies, procedures, equipment, and systems are changed or modified;
* Conducts interviews of teller applicants and makes hiring decisions;
* Researches teller errors and outages and effects proper resolution;
* Establishes teller work schedules and makes daily/weekly assignments;
* Prioritizes client demands;
* Provides impeccable customer service;
* Communicates professionally with all clients and colleagues;
* Upholds understanding of all banking products and services, along with company systems and procedures;
* Participates in job specific training, various bank training programs such as customer service, and complies with BSA, AML and all bank policies and procedures as required.
* Other duties as assigned.
* Actively participate in the Customer Service First program and support the values of the organization and follow established policies and procedures.

MINIMUM QUALIFICATIONS:

* A self-starting team player with High school diploma or GED and any of the following:
* 3 years previous teller experience within the financial institution industry plus completion of FFIN Manager Development Training and FFIN Teller Certification Program within 12 months of appointment or in the next available Certification course offered by the bank;

* 2 years previous teller experience within the financial industry and 1 year retail management experience plus completion of FFIN Manager Development Training and FFIN Teller Certification Program within 12 months of appointment or in the next available Certification course offered by the bank.
* Thorough knowledge of banking center operations is necessary.
* Ability to maintain high level of confidentiality is required.
* Computer proficiency and familiarity with Microsoft programs and impeccable written and oral communication skills are necessary.
* Must be comfortable working in a fast-paced environment with handling frequent interruptions and little to no supervision.
* Position can be mentally and physically stressful, requires standing for most of the work day, and requires lifting, carrying, or moving heavy boxes or bags of currency and coin weighing up to 60 pounds.
* Must be able to work flexible hours and/or extended hours as business requires.

PREFERRED SKILLS:

* Bilingual in English and Spanish.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Job Descriptions:

Summary: Supervises the teller department by ensuring that all Bank policies/procedures are followed and directing workflow and efficiencies. Responds to requests for assistance from staff and handles the more difficult customer inquiries and situations. Possesses strong referral profiling and coaching skills and exceptional customer service skills. Actively promotes BankFinancial.

Essential Duties and ResponsibilitiesCustomer Service/Sales

+ Supervises Teller staff. Directs the day-to-day operations activities of the Teller area including teller balancing, ordering cash, cash vault balancing, scheduling teller staff, ordering supplies, and completing daily and monthly reports, ensuring an excellent customer experience at every point of contact.

+ Provides exceptional customer service. Meets and strives to exceed the service standards established and outlined by management

+ Maintains working knowledge of all Bank, Wealth Management, and Financial Assurance products and services in order to answer routine customer inquiries and explain basic Bank regulatory policy and procedures.

+ Answers customer inquiries related to account balances, Bank services and general information efficiently and professionally.

+ Promotes Bank products and services through identifying referral opportunities and directing Customers to the appropriate Bank representative.

+ Meets or exceeds all established sales goals assigned by identifying the needs of potential and existing Customers, offering appropriate products and services, and referring qualified clients.

+ Interacts with Customers and Associates to research and solve problems/disputes.

+ Interacts with various Bank departments to resolve tasks.

Branch Operations

+ Performs all Teller I, II, and III duties when necessary and maintains cash reserve drawer.

+ Approves transactions within assigned authority limits using discretion and independent judgment while ensuring that the Bank's policies and security procedures are being followed.

+ Resolves all teller and banker department errors, disputes, and out of balance situations in a timely manner.

+ Completes monthly branch self-assessments in accordance with policy and procedures.

+ Adheres to alarm testing requirements.

+ Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution with teller out-of-balance situations.

+ Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.

+ Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.

+ Completes all required training.

Staff Development/Leadership

+ Mentors, observes, and coaches teller staff to ensure that customer service is at optimal levels and that branch goals are met.

+ Actively participates, attends and regularly holds in branch sales/operational/team building meetings.

+ Ensures that adequate staff is scheduled to meet appropriate business levels, oversees that customers are serviced quickly, efficiently, and that all standards are met.

+ Completes performance reviews. Issues and monitors disciplinary warnings and performance improvement plans.

+ Conducts first level interviews for open teller positions and provides suggestions and recommendations in the recruitment, hiring, and termination of branch associates.

+ Ensures that associates are properly trained and following company policies and procedures in all department areas.

+ Identifies training opportunities for associates to enhance career development and recommends promotions or other change in status.

+ Maintains continuous program for self-improvement by attending educational workshops and reviewing professional publications.

BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)

Required Experience:

+ High school diploma or general education degree (GED)

+ At least two years of previous banker and/or teller experience

+ Strong understanding and knowledge of bank products and services

+ Previous sales experience

Keyword: Teller Manager

From: BankFinancial