Head Teller

Coreplus Federal Credit Union•Norwich, CT

11d•Onsite

About The Position

The Head Teller position is a sales and service role focused on building and maintaining member relationships in a fast-paced retail environment. This position is responsible for managing the teller line, branch cash, branch balancing, and ATM management. The Head Teller processes member transactions, including new accounts and loan applications, and is expected to have a strong understanding of Credit Union products and services, meeting or exceeding individual sales goals.

Requirements

A High School diploma or equivalent and a minimum of two years financial institution or retail sales experience and/or training.
Ability to use various technical platforms including Microsoft office (excel, word etc.).
Ability to work well on teams and independently while keeping internal and external service top of mind.
Ability to interpret a variety of instructions furnished in written, oral or schedule form.
Excellent customer service skills and the ability to foster strong member relationships.

Nice To Haves

1-2 years of previous teller or retail experience preferred.

Responsibilities

Responsible for daily teller, vault, and ATM balancing.
Meets individual production goals and contributes to the overall team goals. Provides additional sales coaching to staff when necessary.
Works within the confines of the branch to promote the Credit Union. Assists Branch Manager in the development of business outside of the branch office.
Demonstrates a positive attitude and outgoing and friendly personality.
Demonstrates a strong working knowledge of Credit Union products and services as well as policies and procedures. Proficient in processing teller transactions and member service functions such as new accounts.
Acts in the capacity of loan interviewer and is familiar with consumer loans and the basics of real estate lending. Disburses loans when needed.
Uses discretion and independent judgment in problem solving member service as well as personnel issues.
Promotes the Credit Union at after work functions such as business after hours and other community events.
Identifies potential sales opportunities and follows through with outbound sales calls.
Tracks Teller and MSR cross sales on a weekly / monthly basis.
Trains staff on computer transactions, cross selling and other functions as deemed by the Branch Manager.
Performs all computer functions, such as processing deposits, withdrawals, payments, transfers, maintaining cash drawer, cash advances, and member maintenance with manager’s approval.
Maintains vault cash and disbursement to staff as needed. Orders cash to ensure proper supply for daily operation. Replenishes cash and supplies on ATMs and coin counting machines as well as supervises preventative maintenance on these and other equipment.
Audits traveler’s checks and money orders monthly to ensure proper accounting of these products. Makes daily remittances according to the established procedures. Performs other audits as requested.
Responsible for knowledge of the security system, opening and closing of the office as necessary.
Other duties as assigned.