Head Teller

Erie Federal Credit Union•Erie, PA

About The Position

The Head Teller supervises and directs Teller staff and operations while performing the full range of Teller functions and related member service duties. The role oversees daily workflow, staffing, cash controls, balancing, audits, training, and adherence to Credit Union policies and regulatory requirements. The Head Teller also assists members and employees with requests, questions, complaints, and research, and supports the promotion of Credit Union products and services. The position requires completion of high school education and at least three years of experience in a financial institution operations or services position. Supervisory experience is preferred. The role requires professional interpersonal skills, thorough knowledge of Credit Union policies and Teller-related services, intermediate mathematical skills, and intermediate working knowledge of PC applications, including Office Suite.

Requirements

  • Completion of high school education.
  • At least three years of experience in a financial institution operations or services position.
  • Professional, well-developed interpersonal skills for communicating with members, employees, and the general public about Credit Union matters.
  • Thorough knowledge of Credit Union policies, procedures, programs, products, and services as they relate to Teller operations.
  • Intermediate mathematical skills, including calculations and concepts involving percentages, fractions, and decimals.
  • Intermediate working knowledge of PC applications, including Office Suite.

Nice To Haves

  • Supervisory experience.

Responsibilities

  • Supervise and direct Teller operations by assigning work, answering questions, resolving problems, and assisting with complex transactions.
  • Perform Teller duties, including deposits, withdrawals, loan payments, mail transactions, account maintenance, and nightly balancing.
  • Implement Credit Union policies and procedures in the Teller area and maintain current knowledge of policies, procedures, services, and applicable regulatory requirements.
  • Evaluate Teller activities and job performance, recommend service improvements, and ensure quality work and member service.
  • Schedule staff for adequate operating-hour coverage, approve absences under established policies, and recommend disciplinary action when appropriate.
  • Train and cross-train Teller staff; hold staff meetings to discuss developments, improvement areas, and general information.
  • Conduct routine audits of Teller drawers and monitor workflow and workloads, adjusting assignments when necessary.
  • Maintain logs of Teller operations, overages, shortages, and vault transactions; oversee vault cash and end-of-day balancing for Teller staff.
  • Operate the coin machine and perform its end-of-day procedures, when applicable to the branch.
  • Use OTG proficiently and conduct necessary research and inquiries for members and employees.
  • Respond to member requests, problems, and complaints, or direct members to the appropriate person for assistance.
  • Balance the ATM; process deposit envelopes; count and stock canisters and adjust discrepancies; and maintain the petty cash drawer.
  • Audit and replenish TCDs or TCRs, when applicable to the branch.
  • Process Check 21 items and coin shipments, when applicable to the branch.
  • Cross-sell Credit Union products and services.
  • Prepare CTR and SAR reports and maintain monetary logs.
  • Attend relevant seminars, conferences, and training courses.
  • Keep the Teller area neat and clean and maintain adequate Teller supply inventory, placing orders when necessary.
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