Teller Team Lead

Job Details

Level: Experienced

Job Location:

Torres Branch - Brownsville, TX 78526

Assist the branch manager in managing sales, service, and teller operational functions, inclusive of compliance and security, within the branch. Lead and develop the teller team with the goal of providing an overall excellent member experience through all branch interactions. Acts as primary supervisor on duty in the absence of the Branch Manager.

• Lead a highly motivated, well-trained team that consistently offers excellent service to all members. Work with staff to greet all who come into the branch with a friendly, welcoming attitude.
• Provide training, coaching, supervision, and review of department activity to ensure staff is equipped to assess and meet the needs of our members.
• Monitors, tracks, and manages branch sales referral activity, including but not limited to teller transactions, loan and new account and product sales.
• Effectively works with branch manager to develop and implement staff IDPs.
• Based on staff’s skill development, recommend changes, promotions, overrides, and check approval limits to Management.
• Provides guidance and assistance to team members in solving complex problems or member requests.
• Completes new hire 90‑day Intro evaluation and provides ongoing feedback to the branch manager.
• Assists ensuring protection of credit union interest in matters of documentation and adherence to policies and applicable laws and regulations.
• Cross‑sell all credit union services. Maintain knowledge of credit union’s products and services and assists maintaining a sales and service culture within the branch.
• Address and resolve member concerns; provide resolutions for member complaints. Keep management informed of member concerns and request assistance when necessary.
• Determine member needs, tailoring credit union services to meet their unique financial needs and goals.
• Authorize exceptions to normal policy and procedures when circumstances warrant, and deviation is justified.
• As directed, institute and implement branch procedure changes, as well as overall policy and procedures changes.
• Process daily business, verify all work completed daily.
• Assists proper control and accountability, including security, of the cash maintained in the branch, TCR, and ATM/ITM. Balance all cash machines at least monthly.
• Assists proper control and monthly audit of blank laser check stock, and debit cards.
• Assists ensuring current postings of financials, rates, and marketing material. Maintain an adequate up‑to‑date supply of brochures, forms, and office supplies.
• Verify security and internal control procedures are in place, efficient and adhered to.
• Assists (under dual control) periodically, (at least quarterly and before vacations, extended leave and termination’s cash issued to employees in branch and forward documentation to internal auditor when requested.
• Perform duties of a vault teller, teller, or other operational tasks, as scheduled, following proper procedures.
• Promote the credit union’s positive image through internal contracts as well as involvement in outside activities including CU sponsored clubs and organizations.
• Demonstrates an understanding of and follow the requirements of all regulations compliance including but not limited to those Bank Secrecy Act (BSA), Anti‑Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.
• Responsible for completing BSA/AML compliance training annually.
• Other duties as assigned.

Supervise Approximately:
None directly but serves as team leader and makes operational decisions in Branch Manager’s absence. Also provides input on employee review for specialty knowledge.

Reports To:

Branch Manager

Contact:
Frequent contact with branches, departments, vendors, employees, and members face to face and by telephone. Considerable tact and diplomacy are necessary to deal with difficult member issues. Teller Manager where applicable.

High School diploma/GED is required.

• Five (5) years…