Lead Teller

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting the Teller Supervisor or Branch Manager in monitoring the quality and efficiency of service delivered by the teller line, including supervising basic employee performance in the daily operation of the teller area (e.g. Dress & Grooming Issues, Tardiness, etc.).

Assists members in person, through drive-ups or by telephone, providing a broad range of Credit Union information. Leads by example in promoting Capital’s products and services as part of member advocacy, providing exceptional member service, and accurately performing the daily job responsibilities.

• Performs the principal duties and responsibilities of a teller as outlined in the “Teller” job description, including maintaining a minimum number of transactions per month, which will be set by the Branch Manager or Teller Supervisor at each branch.
• Advises tellers on member transactions, questions, and problems, including, but not limited to signing off on checks, making exceptions to check acceptance policies, and refunding service charges, utilizing guidelines set by the Branch Manager.
• Promotes member advocacy, including the incentive program, and motivates employees to meet monthly goals.
• Assists with teller training and development by participating in employee training sessions, cross-training, monthly staff meetings, employee motivation and discipline. This includes taking an active role in the employee appraisal process, which may include providing written and/or verbal input.
• Assists the Teller Supervisor or Branch Manager in auditing cash drawers on a monthly basis, or as needed.
• Researches and follows up on member complaints.
• Assists the Teller Supervisor with, or depending on branch needs, may assume responsibility for, maintaining teller balancing records. This includes making necessary adjustments to member accounts, and processing missing endorsement items and other returned items for the branch.
• Assists the Teller Supervisor, or depending on branch needs, may assume responsibility for delegating the workflow of the teller area. This includes assigning, delegating, coordinating, and reviewing the work of the staff. Provides guidance as needed.
• Assists with Teller Supervisor duties on a daily basis and assumes responsibility for them in the Teller Supervisor’s absence; or depending on branch needs, may assume responsibility for them on an ongoing basis. These responsibilities include, but are not limited to balancing the vault, ordering cash, balancing the coin machine, completing teller schedules, balancing daily work, responding to security alarms, maintaining a supply of postage and corporate checks, sorting the branch run, routing correspondence, ordering branch supplies, preparing daily work for filming and logging, recording stop payments, etc.
• May assist the Teller Supervisor or Branch Manager with the hiring process.

• Performs the principal duties and responsibilities of a teller as outlined in the “Teller” job description, including maintaining a minimum number of transactions per month, which will be set by the Branch Manager or Teller Supervisor at each branch.
• Advises tellers on member transactions, questions, and problems, including, but not limited to signing off on checks, making exceptions to check acceptance policies, and refunding service charges, utilizing guidelines set by the Branch Manager.
• Promotes member advocacy, including the incentive program, and motivates employees to meet monthly goals.
• Assists with teller training and development by participating in employee training sessions, cross-training, monthly staff meetings, employee motivation and discipline. This includes taking an active role in the employee appraisal process, which may include providing written and/or verbal input.
• Assists the Teller Supervisor or Branch Manager in auditing cash drawers on a monthly basis, or as needed.
• Researches and follows up on member complaints.
• Assists the Teller Supervisor with, or depending on branch needs, may…