Branch Operations Specialist III - Head Teller

Suffolk Credit Union•Town of Islip, NY

About The Position

At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview: The Branch Operations Specialist III (Head Teller) will be responsible for overseeing and supporting the daily operations of bank branches, ensuring compliance with all procedures and governing regulations. This includes managing cash handling, balancing, vault transactions, and ensuring the accuracy and security of all monetary activities. Additionally, the Head Teller will assist in establishing new customer accounts and maintaining strong relationships with existing customers by identifying and cultivating referral opportunities across Retail Banking, Consumer Lending, Commercial Lending, Mortgage Lending, and other service channels. They will provide exceptional, friendly service, acting as an advocate for customers in a professional, courteous, and helpful manner, while actively contributing to the protection and growth of the bank.

Requirements

Qualified candidates will have a high school diploma or equivalency certification.
Two (2) to three (3) years of teller experience and knowledge of the following equipment is required: Cash Recycler, CDM Machine, ATM, ITM, and card machine.
One (1) year or more in a supervisory role.
Demonstrates strong interpersonal skills, showing empathy and the ability to build rapport with members.
Communicates clearly and effectively, both verbally and in writing, with employees, credit union members, vendors, and third parties.
Exhibits excellent customer service and communication abilities.
Handles confidential information with tact and responsibility.
Works efficiently with direct supervision of daily activities.
Achieves individual goals while supporting the team in reaching branch objectives.
Possesses intermediate mathematical skills necessary for daily operations.
Understands loan processing procedures and related tasks.
Has knowledge of credit union loan policies and regulations, including Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, and more.
Demonstrates familiarity with credit union products, services, policies, regulations, and procedures.

Nice To Haves

Bilingual preferred.

Responsibilities

Deliver excellent member service, addressing requests, complaints, and issues promptly and effectively.
Exhibit comprehensive knowledge of all Credit Union products and services, identifying cross-sell, retention, and acquisition opportunities.
Oversee and supervise daily cash handling, teller operations, balancing, and vault transactions to ensure accuracy, security, and compliance.
Develop strong advisory relationships with members to deepen relationships and generate referrals.
Accurately and efficiently process member transactions while maintaining confidentiality and compliance with regulations.
Supervise and guide staff, ensuring the accurate completion of Personal Banker tasks, including account opening/closing, debit card servicing, wire transfers, fraud claims, and account maintenance.
Manage daily teller drawer reconciliation, vault operations, ATM/ITM management, and act as liaison to cash vendors and courier services.
Provide supervision, mentoring, and training to staff, conduct audits, and manage document retention and compliance efforts.
Support Contact Center inbound calls during peak times, assist with Digital Banking inquiries, and attend community events for business development.
Lead the team to meet or exceed monthly loan and service goals while ensuring compliance with Credit Union, State, and Federal regulations.