Lead Teller

BayPort Credit Union•Newport News, VA

About The Position

The Lead Teller oversees daily teller operations to support smooth, efficient branch service and outstanding member experiences. The role processes financial transactions, answers member inquiries, supervises and supports teller staff, assists with complex transactions, and ensures compliance with branch policies and procedures. It also involves cash management, performance coaching, and supporting training and development of the teller team. The Lead Teller serves as a key operational contact when the Branch Manager or Assistant Branch Manager is absent. The position requires a high school diploma or equivalent and previous experience in banking, financial services, or cash handling. Some college coursework or financial services training is preferred, as is prior Senior Teller or Lead Teller experience. Supervisory or leadership experience is a plus. The successful candidate will demonstrate strong leadership, communication, interpersonal, problem-solving, and organizational skills; sound knowledge of financial products and services; and the ability to maintain confidentiality, follow security protocols, and adapt to changing operational needs.

Requirements

High school diploma or equivalent.
Previous experience in banking, financial services, or cash handling.
Strong leadership, communication, and interpersonal skills.
Ability to manage multiple tasks in a fast-paced environment while maintaining 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.
Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.

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, account inquiries, and other financial transactions accurately and efficiently.
Provide excellent member service by answering questions and resolving issues related to BayPort Credit Union products and services.
Oversee the vault and the handling of 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 perform cash audits as required.
Supervise, guide, and support teller staff 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 teller cash drawer or vault discrepancies by 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 the security of branch cash and ensure compliance 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 of 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.