Head Teller - Baldwin
About The Position
The Head Teller contributes to branch success by collaborating with the supervisory team to manage branch operations in alignment with corporate strategies and objectives. The role leads by example and develops tellers to deliver exceptional member experiences, build lasting relationships, share product knowledge, identify member needs, recommend beneficial products and services, introduce members to platform staff or business partners, and process financial transactions accurately and efficiently. Monday-to-Saturday availability is required. The Head Teller manages the teller unit’s daily operations, including cash levels, daily proof, member escalations, transaction risk assessments, and compliance controls. The role guides tellers in using FourLeaf systems and following policies, procedures, and banking regulations, and may perform teller or LMS duties or serve as lead supervisor as branch needs require. The position also supports employee onboarding, engagement, training, coaching, and career development; helps manage lobby traffic and member wait times; and collaborates with the supervisory team on branch objectives, strategies, performance goals, and metrics.
Requirements
- Some college or related work experience required.
- At least 1 year of financial or equivalent sales and service experience.
- Proficiency with PCs, Windows, and the internet.
- Strong emotional intelligence, decision-making, communication, relationship-building, change-management, and time-management skills, as well as skills supporting supervisor, employee, and member experiences.
- Obtain Medallion Signature Guarantor within 3 months.
- Obtain National Mortgage Licensing System registration within 3 months.
- Obtain a New York State Notary License within 6 months.
- Obtain FourLeaf Lending Product Certification within 6 to 12 months.
Nice To Haves
- College degree preferred.
- At least 1 year of supervisory experience preferred.
Responsibilities
- Collaborate with the supervisory team to manage branch operations and align them with organizational strategies and objectives.
- Set clear objectives for the branch and employees, monitor progress, and track results.
- Promote a positive employee environment and support employee development and bench strength.
- Manage the day-to-day operations of the teller unit, including cash levels, daily proof, member escalations, and supervisory risk assessments for transactions.
- Ensure tellers process financial transactions using FourLeaf systems and established policies and procedures, including deposits, withdrawals, payments, bank checks, money orders, gift cards, Speed Deposit, and Night Drop transactions where applicable.
- Assist with complex operational tasks and situations, and guide tellers in making decisions consistent with policies, procedures, and banking regulations, including check-hold determinations.
- Act as a Teller or LMS when necessary and serve as lead supervisor based on branch needs.
- Collaborate with the supervisory team to onboard employees, support positive employee experiences, and provide learning and development opportunities.
- Provide regular coaching and career-development conversations, which may include development plans, performance improvement plans, and disciplinary actions.
- Develop tellers to build member relationships, identify member needs, make beneficial recommendations, and make warm transfers to branch representatives or business partners.
- Help tellers communicate information about products and services, technology and self-service options, marketing promotions, and business partner services.
- Help manage branch traffic flow by welcoming members, checking in members waiting for platform services, and assisting with traffic management to limit wait times.
- Collaborate on branch controls, including self-audits, reconciliations, daily proof and reports, currency verification, cash box and cash recycler balancing, CTRs, and SARs.
- Adhere to policies, procedures, and banking regulations; identify and manage emerging risks and fraud trends; and comply with Bank Secrecy Act, Anti-Money Laundering, and Office of Foreign Asset Control requirements.
- Meet or exceed assigned performance goals and metrics in support of branch, Retail Banking, and organizational goals.
- Collaborate with the supervisory team to create, implement, and manage strategies.
Benefits
- Medical, dental, and vision coverage.
- Life and disability insurance.
- Voluntary benefit programs.
- 401(k) plan with employer match.
- Reimbursement and wellness programs.
- Annual performance-based bonus.
- Tuition reimbursement.
- Fitness reimbursement.
- Flexible work options.
- Volunteer opportunities.
- Employee clubs, sports, and social events.
- Executive “Water Cooler Chats.”
- Food truck days.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
