The Teller Operations Lead serves customers by managing documents, information, and financial transactions in an organized, efficient, and secure manner. The role builds awareness of the bank’s products and services, identifies customer needs and referral opportunities, and works collaboratively with branch employees to complete daily tasks while demonstrating respect, professionalism, and promptness. The position supports management with special requests as needed. The role protects the bank’s interests by following security, regulatory, and audit procedures. It includes accurately balancing assigned drawers and banking resources, such as the ATM, vault, and TCR; maintaining required dual control; verifying customer transactions; and placing appropriate holds. The Teller Operations Lead manages risk within established policies and limits, maintains awareness to identify and avoid losses, and ensures teller and branch daily operations and maintenance transactions are completed efficiently and accurately. The role supports excellent customer service, including handling escalated teller customer complaints; informs customers about products and services; and directs them to branch representatives and partners as appropriate. It also helps customers use alternative banking channels, including ATMs, online banking, and mobile banking, and requires adaptability to new information and technology platforms. The position supports branch compliance through tasks including monthly and quarterly teller drawer audits, alarm tests, fraud-prevention training, ATM balancing, and training on local, state, and federal regulations. The employee may need to work weekends, extended hours, and required overtime, and must be willing to travel to other locations or branches. Duties and responsibilities may change, with or without notice.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED