Assistant Head Teller

Primary

Summary:

Responsible for accurately processing financial transactions and being an effective source of information for our customers: in lobby, drive‑thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers and company associates assuring a positive experience and minimizing wait time. Accountable for all cash on premises. Responsible for the training and supervision of tellers and coordination of their duties.

Maintains prescribed records and summaries of transactions.

• In the absence of the head teller, oversee training and supervise duties of tellers, coordinating their workflow and schedules. Ensure that all tellers handle themselves in a businesslike/professional manner in handling member needs.
• Operate a teller cashbox daily, performing all teller transaction functions. Balance own teller cashbox daily.
• In the absence of the head teller, report all shortages and overages to Branch Officer for review and maintain documentation of these outages. Assist in teller error research and resolution.
• In support of or in the absence of the head teller, order the appropriate amounts and types of cash for the credit union and supply tellers with daily cash, money orders, travelers checks, and other necessary supplies. Maintain proper documentation of all currency received and disbursed.
• Assist in maintaining overall control and accountability for all vault reconcilement including ATM, coin machine, TCR and Main vault. May assist in periodically auditing individual cash drawers of each teller as required by policy.
• Responsible for assisting branch staff in meeting sales and service goals set by management.
• Ensure security policies and procedures for cash control and employee/member safety are followed. Open and close building in accordance with set hours and tests security equipment monthly.

Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

1 – 2 years previous financial institution experience preferred. Bilingual highly preferred

GED preferred.

Must have excellent interpersonal skills in both dealing with members and colleagues.

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.