Lead Teller
BayPort Credit Union•Virginia Beach, VA
•$46,717 - $70,075
About The Position
The Lead Teller oversees daily teller operations to ensure efficient branch service and positive member experiences. The role processes financial transactions and resolves member inquiries while supervising and supporting teller staff, assisting with complex transactions, and ensuring compliance with branch policies and procedures. Responsibilities also include cash management, performance coaching, and supporting teller training and development. The Lead Teller serves as a key operational contact when the Branch Manager or Assistant Branch Manager is absent.
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 deposits, withdrawals, loan payments, and account inquiries accurately and efficiently.
- Provide member service by answering questions and resolving issues related to BayPort Credit Union products and services.
- Manage the vault and properly handle currency and negotiable and non-negotiable instruments.
- Order, send, and verify cash shipments to and from the Federal Reserve in compliance 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 and document monthly one-on-one teller coaching sessions in accordance with credit union procedures.
- Evaluate teller performance and take corrective action when necessary.
- Handle complex member complaints, transaction inquiries, corrections, and adjustments.
- Resolve teller cash drawer and vault discrepancies, including reviewing out-of-balance conditions and taking appropriate action.
- Perform branch opening and closing procedures, ensuring 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 that meet their financial needs and contribute to credit union sales goals.
- Keep supervisors informed of concerns or issues affecting branch operations or member service.
- Participate in branch and all-staff meetings to stay informed about organizational matters, promotions, policies, and compliance.
- 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
