Teller Team Lead: Training, Compliance & Growth

Description

The Teller Supervisor manages and coordinates all Teller functions. Conducts staff training to new hires with annual updates to all applicable staff. Understands and completes job responsibilities in accordance with federal and state compliance regulations.

Essential Functions:

Teller Supervisor 65%

• Supervises all tellers in the Wabasha Market.
• Supports daily activities in the Teller area
• Coaches the Teller team to meet monthly referral goals
• Responsible for the selection, training and development of Teller staff. Provides regular training, coaching, and performance assessment
• Prepares and adjusts Teller work schedules and prioritize work
• Facilitates monthly Teller meetings
• Evaluates procedures for Teller area. Suggests recommended changes when needed
• Updates and communicates all policies and procedural changes to the Teller Manual and Teller system
• Examines Teller reports for overages/shortages
• Monitors branch cash levels, reviewing cash orders and shipments, maintaining vault security
• Effectively communicates system, policy or procedure updates as needed
• Responsible for all audit and compliance functions regarding the Teller area
• Responsible for the management and administration/updating of the business continuity plans and program

Teller Operations and Sales 30%

• Assists clients in person and on the phone
• Communicates with clients on complex matters
• Processes client transactions
• Maintains, audits and balances cash drawer
• Leads by example by suggesting products and services that best meet clients’ needs
• Refers clients to proper coworker for banking assistance
• Tracks client referrals and cross sales
• Perform teller duties including back filling to meet business needs with teller staffing

Additional Duties and Responsibilities 5%

• Serves on bank committees as needed
• Assists other departments as needed
• Participates in internal and external training and development opportunities as required
• Other job related duties necessary to carry out responsibilities of this position

Requirements

Work Relationships and Scope:

Regular contact with clients and co-workers. Regular contact with suppliers/vendors. Occasional contact with federal and state regulatory agencies. Works regularly with highly confidential business and client information. Occasionally participates in bank committees and events.

Performance Dimensions:

Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients; accuracy of daily balancing; customer satisfaction with services provided; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications;

reliability in reporting to work regularly and on time; understands Bank policies and procedures. Participates in training and appropriate professional development. Multi-tasks and effectively manages varying duties throughout the workday.

Knowledge,

Skills and Abilities

:

Requires associate degree in finance, business, or equivalent experience plus 2+ years supervisory experience. 2+ years of Teller, banking, or retail experience. Must possess: excellent ability to analyze, communicate, and make recommendations effectively regarding regulatory laws and guidance to coworkers, management and directors; highly effective problem solving, technical research, and follow-through skills. Must possess: courteous and professional customer service attitude; excellent verbal communication skills and strong written communication skills;

ability to maintain the integrity of highly confidential client and Bank information. Must possess technical ability to input and retrieve computerized information; basic mathematical skills up to and including decimals; legible handwriting; ability to deal effectively with time pressures and stress that can change hourly depending on level of client activity; effective problem solving skills.

Working Conditions:

Work is performed largely in an office environment with minimal chance for personal injury. Regular contact with co-workers and clients. Regular mental and visual concentration for computer usage required. Occasional use of telephone. Frequent repetitive use of keyboard for approximately 6 hours per day; frequent repetitive handling and grasping of currency. Requires ability to…