Edgerton FT Lead Teller

Job Description Lead Teller Job Classification: Full Time FLSA Status: Non-Exempt Department: Retail Reports To: Branch Manager Senior Leader: Chief Experience Office Job Overview Welcome members into the branch and provides friendly, helpful service that promotes financial education while using expert knowledge in deposit and convenient services products to process a variety of financial inquiries accurately and efficiently, account openings, service requests, and transactions.
Responsible for the vault and related tasks of the branch.
Secures credit union assets, balances transactions, and completes necessary reports.
Responsible for training new and existing staff on Teller duties.
Major Tasks, Responsibilities and Key Accountabilities Provides friendly, helpful service that promotes financial discipline through: Preparing for daily interactions with a professional image and an organized workstation.
Maintaining knowledge of BHCCU products and processes.
Proactively greeting members with a smile, handshake, introductions, and full attention.
Taking responsibility for waiting members.
Understanding the member’s objectives by asking appropriate questions and listening to the member’s responses.
Recommending the best solution or guiding the member to the appropriate staff to accomplish the member’s needs and strengthen their financial well-being.
Processing transactions accurately and efficiently.
Following up with the member to ensure satisfaction and to provide encouragement.
Utilizes expert knowledge in deposit and convenient services products to process routine consumer and business financial inquiries, transactions, and service requests including deposits, withdrawals, transfers, and purchase of negotiable instruments.
Trains new and existing staff on Teller duties.
Balances, fills, and empties TCR’s and TCD’s, where applicable.
Processes and verifies teller and Federal buys and sells through the vault, fills change orders for members, bags coin for shipment.
Balances the vault and the branch.
Opens, closes, and secures the branch.
Utilizes basic knowledge to identify member needs with loans and investment services and seamlessly refers members to appropriate staff.
Fulfills member service requests including account maintenance, research, reconciliation, and correction.
Secures the credit union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, keeping member information confidential, and completing necessary reports that summarize daily activities.
Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.
Follow processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA).
Complete required annual BSA training to ensure you understand your responsibilities that apply to BSA, including: CIP (Customer Identification Program) CTRs (Currency Transaction Reports) SARs (Suspicious Activity Report) OFAC (Office of Foreign Assets Control) Monetary Instruments Supports the vision of the Board of Directors and President/CEO by working cooperatively and cohesively on service and operational matters with the Branch Manager, the management teams, and fellow employees.
Performs other duties as assigned, including filling in for other departments as member demand necessitates.
QUALIFICATIONS Pass the pre-employment drug test and background check.
Must be at least 18 years of age.
Knowledge of banking and/or credit union regulations.
EDUCATION and EXPERIENCE Associate degree or an equivalent level of knowledge, skills, and abilities typically acquired through work experience.
Previous Teller experience, or equivalent experience serving customers.
Previous experience recommending products and plans to improve a customer’s financial position.
Previous experience in supervision of teller staff and/or lead teller duties.
COMPETENCIES Must possess strong interpersonal skills, a positive attitude, and a desire to help people.
Must have the ability to identify member opportunities for financial improvement, communicate recommendations, and provide support.
Must possess effective verbal and written communication skills.
Must have reliable attendance.
Must possess good judgment.
Must possess basic math skills.
Ability to organize and prioritize work and maintain accurate records.
Projects a professional image.
OTHER (PHYSICAL, MENTAL, AND VISUAL SKILLS) Typically located in a comfortable, quiet indoor area.
There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Physical Job Requirements Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).
Ability to move about and communicate with a diverse membership and employee group.
Ability to accomplish the described responsibilities using computers and technology.
Ability to sit and/or stand for extended periods of time.
Ability to work in a changing, challenging, and fast paced work environment.
Variable stress levels.
Provide own transportation.
Occasional business travel.
Environmental Job Requirements Typically located in a comfortable, quiet indoor area.
There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.
Blackhawk Community Credit Union is an Equal Employment Opportunity (EEO) employer.
It is the policy of BHCCU to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
8-hour shifts M-F between the hours of 8:15am-5:45pm; Average of two Saturdays a month between the hours of 8:15am-12:30pm.
42 hours per week.