Head Teller - Baldwin

FourLeaf Career•Baldwin, NY

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, connect members with platform staff or business partners, and process financial transactions accurately and efficiently. The Head Teller oversees day-to-day teller operations, supports branch controls and compliance, coaches and develops employees, and helps manage member traffic and service. The position requires availability Monday through Saturday.

Requirements

  • Some college education or related work experience required.
  • At least 1 year of financial or equivalent sales and service experience.
  • PC, Windows, and Internet proficiency.
  • High emotional intelligence, decision-making, communication, relationship-building, change-management, and time-management skills, along with the ability to support supervisor, employee, and member experiences.
  • Availability Monday through Saturday.

Nice To Haves

  • College degree preferred.
  • At least 1 year of supervisory experience preferred.

Responsibilities

  • Collaborate with the supervisory team to set branch and employee objectives, monitor progress, and track results.
  • Promote a positive environment that balances employee and member experience, and inspire employee growth and development.
  • Manage day-to-day teller unit operations, including cash levels, daily proof, member escalations, and supervisory risk assessments for member 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 when applicable.
  • Assist with complex operational tasks and guide tellers in making decisions consistent with policies, procedures, and banking requirements, 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 new employees and support positive employee experiences.
  • Transfer learning through direct development or available training opportunities, and provide consistent coaching and career-development conversations to direct reports.
  • Create development plans, performance improvement plans, and disciplinary actions as needed.
  • Develop tellers to build member relationships, identify needs, make recommendations, and provide warm transfers to branch representatives or business partners.
  • Help tellers communicate information about product and service features and benefits, technology and self-service options, marketing promotions, and business partner services.
  • Help manage branch traffic, welcome members, check in members waiting for platform services, and support timely management of platform, teller, and drive-up traffic.
  • Collaborate with the supervisory team to maintain 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, including Bank Secrecy Act, Anti-Money Laundering, and Office of Foreign Assets Control requirements.
  • Identify and manage emerging risks and fraud trends to minimize exposure to members and FourLeaf.
  • Meet or exceed assigned performance goals and metrics and collaborate with the supervisory team to create, implement, and manage strategies supporting branch, Retail Banking, and organizational goals.

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 and fitness reimbursement programs.
  • Flexible work options.
  • Volunteer opportunities.
  • Clubs, sports, and social events.
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