Head Teller

Partners 1st Federal Credit Union•Fort Wayne, IN

7d•Onsite

About The Position

This position is for individuals who are positive, friendly, and have prior cash handling experience. The role involves enhancing member experience by assisting the branch management team with the overall management of respective branch activities. This includes managing branch cash operations, sales and service standards, meeting goals, providing support and direction in meeting financial compliance standards, and achieving financial success. The Head Teller assists with overseeing the efficient execution of teller operations duties, training, directing, and guiding teller staff, while maintaining a professional and cohesive work environment.

Requirements

Two to Five years of similar or related experience, including time spent in preparatory positions.
A high school degree or GED is required.
Courtesy and tact are essential elements of the job.
Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring.
Communications generally require shorter and not in-depth discussions.
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs.
Must be capable of climbing / descending stairs in emergency situation.
Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
Must be able to work extended hours whenever required or requested by management.
Must be capable of regular, reliable and timely attendance.
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be able to deal calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nice To Haves

Prior cash handling experience

Responsibilities

Assists branch management team with weekly review of accounts opened by utilizing appropriate account checklists.
Aids branch management team in ensuring work is accurate, complete and compliant prior to submitting month end work.
Identifies cross-sell opportunities providing members with additional product and services solutions while assisting branch management team in meeting productivity goals, growth goals, and profitability, which includes involvement in community engagement activities providing credit union awareness and establishing new business, creating positive member experience enhancing the member experience with the goal of member retention and growth.
Responsible for normal teller responsibilities, such as creating a positive member experience with all member interactions, processing transactions accurately, balancing cash drawer daily, notifying managers of any discrepancies while following established policies, and keeping cash drawer and all funds locked and secure.
Assists with teller operational duties and monitoring branch activity to ensure they are compliant and adhering to established credit union policies and procedures, finding cross-sell opportunities with Partners 1st products and services, and troubleshooting concerns leading to problem resolution to enhance member experience.
Assists branch management with branch opening responsibilities, end-of-day process, and month-end duties.
Includes night drop verification and assisting with monthly surprise cash audits under dual control.
Prepares applicable report daily and as needed, submits to branch management for review and maintains documentation.
Assists branch management team with weekly cash orders.
Completes replenishments of the appropriate amounts and types of cash for the branch and tellers.
Maintains proper documentation of all currency received and disbursed.
Aids with the overall control and accountability for vault reconcilement and balancing under dual control.
Provides ATM balancing assistance.
Assists with the oversight of teller operational training and duties of tellers, coordinating their work flow and assisting on the teller line.
Ensures that all tellers handle themselves in a friendly, professional manner while meeting member needs and service expectations.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members.
A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union.