Lead Teller
About The Position
The Lead Teller oversees daily teller operations to support efficient branch service and outstanding member experiences. The role processes financial transactions and addresses member inquiries while supervising and supporting teller staff, assisting with complex transactions, and ensuring adherence to branch policies and procedures. Responsibilities also include cash management, performance coaching, and helping train and develop the teller team. The Lead Teller is a key point of contact for operational matters when the Branch Manager or Assistant Branch Manager is absent. The position is not an all-inclusive list of responsibilities, skills, working conditions, or essential functions. Management may modify, add, or remove essential functions as business needs warrant. The employer is an EEO/AA employer and maintains a drug-free workplace, with the right to perform pre-employment substance abuse testing.
Requirements
- High school diploma or equivalent.
- Previous experience in banking, financial services, or cash handling.
- Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
- Strong leadership, communication, and interpersonal skills.
- Ability to work in a fast-paced environment, manage multiple tasks, and maintain attention to detail.
- Knowledge of financial products and services and ability to identify cross-selling opportunities.
- Strong problem-solving skills and ability to handle complex transactions.
- Ability to maintain confidentiality and follow security protocols.
- Flexibility to support the team and adapt to changing operational needs.
Nice To Haves
- Some college coursework or financial services training.
- Supervisory or leadership experience.
- Previous Senior Teller or Lead Teller experience.
Responsibilities
- Process member financial transactions, including deposits, withdrawals, loan payments, and account inquiries, accurately and efficiently.
- Provide excellent member service by answering questions and resolving issues related to the credit union’s products and services.
- Oversee vault management and the handling of currency and negotiable and non-negotiable instruments.
- Order, send, and verify cash shipments to and from the Federal Reserve while complying with regulatory limits.
- Maintain accurate cash inventories and conduct cash audits as required.
- Supervise teller staff and provide guidance and support during daily operations.
- Assist with teller scheduling and coordinate work assignments to support a professional, consistent teller line.
- Conduct monthly one-on-one coaching sessions with tellers and document performance according to credit union procedures.
- Evaluate teller performance and take corrective action when necessary.
- Handle complex member complaints, transaction inquiries, corrections, and adjustments.
- Resolve discrepancies in teller cash drawers or vaults, review out-of-balance conditions, and take appropriate action.
- Perform branch opening and closing procedures and ensure cash, documents, and equipment are secured and accounted for.
- Maintain branch cash security and comply with internal policies and regulatory requirements.
- Educate members about products and services suited to their financial needs and contribute to credit union sales goals.
- Keep supervisors informed about concerns or issues affecting branch operations or member service.
- Participate in branch and all-staff meetings to stay current on organizational issues, promotions, policies, and compliance matters.
- Attend ongoing training to improve job knowledge, service delivery, and leadership skills.
- Perform other duties assigned by branch management to support branch operations and member satisfaction.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
