Lead Teller

Purpose of the Lead Teller position:

The Lead Teller position is a leadership role in the branch that directs the daily administrative and operational functions of the teller area, including dotted line supervision of the teller staff. This includes training staff on operations, ensuring adherence to policies and procedures, making judgement decisions related the customer transactions and interactions, and coaching to quality conversations that lead to referrals to solve for our customer’s needs.

The Lead Teller leads by example in maintaining and deepening customer relationships, providing superior customer service and referring bank products and services. The Lead Teller is responsible for the operational integrity of the branch, along with the Community President and/or Assistant Manager of the Branch and may be called upon as the acting manager in the absence of a Community President, in offices without Assistant Managers.

The Lead Teller position is a leadership role in the branch that directs the daily administrative and operational functions of the teller area, including dotted line supervision of the teller staff. This includes training staff on operations, ensuring adherence to policies and procedures, making judgement decisions related the customer transactions and interactions, and coaching to quality conversations that lead to referrals to solve for our customer’s needs.

The Lead Teller leads by example in maintaining and deepening customer relationships, providing superior customer service and referring bank products and services. The Lead Teller is responsible for the operational integrity of the branch, along with the Community President and/or Assistant Manager of the Branch and may be called upon as the acting manager in the absence of a Community President, in offices without Assistant Managers.

• Effectively process customer transactions with a high level of integrity, accuracy and knowledge, while operating in full compliance with internal policies/procedures, as well as applicable regulations/laws.
• Build and maintain customer relationships by providing an unparalleled customer experience as set forth in WSB’s Mission and identifying customer needs, promoting current promotional offers and referring customer to Bankers and other lines of business (i.e., Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services) for further assistance with bank products and services.
• Lead by example by meeting or exceeding performance metrics including, but not limited to customer experience, referrals, and operations.
• Assist Branch Management in maintaining and deepening retail banking relationships through relationship building calls and activities to meet sales and branch growth goals.
• Assist Branch Management with administrative and operational processes, activities and workflow procedures for the front-line staff, ensuring all customers are assisted promptly, professionally, accurately and appropriately.
• Acts as primary source for teller questions and assist Branch Management with the training and development of employees.
• Maintain knowledge of WSB’s core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
• Answer customer questions and resolve related account issues, including phone and in-person.
• Other duties as assigned.

• Required – 6 months of sales and/or customer service experience
• Preferred – 2 – 4 years sales and/or customer service experience in banking environment

• Required – 6 months of sales and/or customer service experience
• Preferred – 2 – 4 years sales and/or customer service experience in banking environment

• Required – High School Diploma or general education degree (GED)
• Preferred – Associates or Bachelor’s Degree in business or related field

• Outstanding Medical, Dental, and Vision Insurance
• 401(k) matching
• Employee Stock Ownership Plan
• Paid Time off
• Paid Holidays
• Flexible Spending Account
• Pet Insurance
• And so much more!