Senior Financial Services Officer (Full Time)
About The Position
The Senior Financial Services Officer plays a critical leadership role within the branch, overseeing daily teller operations to ensure accuracy, efficiency, and exceptional member service. This position is responsible for managing and mentoring the teller team, fostering a collaborative environment that promotes professional growth and adherence to compliance standards. The Senior Financial Services Officer acts as a liaison between branch management and tellers, facilitating communication and operational improvements. They are accountable for balancing cash drawers, resolving complex transaction issues, and implementing security protocols to safeguard assets.
Requirements
- High school diploma or equivalent required.
- 1-3 years of experience in a teller or cash handling role within the financial services industry.
- Demonstrated leadership or supervisory experience in a retail banking or credit union environment.
- Strong knowledge of financial products, services, and regulatory compliance requirements.
- Proficiency with teller systems and basic office software such as Microsoft Office.
Nice To Haves
- Experience with cash management systems and branch operations software.
- Exceptional member service and conflict resolution skills.
- Ability to analyze operational data to identify trends and recommend improvements.
Responsibilities
- Supervise and support the teller team to maintain high levels of accuracy and member service.
- Train new tellers and provide ongoing coaching to enhance team performance and compliance.
- Monitor daily cash handling activities, including balancing cash drawers and preparing cash orders.
- Resolve escalated member inquiries and transaction discrepancies promptly and professionally.
- Ensure adherence to all regulatory requirements, internal policies, and security procedures.
- Collaborate with branch management to implement process improvements and operational initiatives.
- Prepare and maintain detailed reports related to teller activities and cash management.
- Assist in scheduling teller shifts to ensure adequate coverage during business hours.
- Oversee the branch staff in absence of the Branch Manager.
- Proactively offer beneficial products and services to the membership, meeting personal and branch goals.
- Responsible for tracking and monitoring goal achievements of staff members as directed by the branch manager.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
