Lead Teller

SUMMARY

A Teller Lead is responsible for organizing and coordinating banking services by managing a Teller Team to deliver exceptional customer service. A Teller Lead ensures the highest level of client relations and service as well as fosters the Bank’s service culture and Core Values, Mission, and Vision through mentoring, coaching, and motivation of Teller Team while leading by example.

PRIMARY RESPONSIBILITIES

Performs the job duties and responsibilities of a Teller Lead:

• Recruits, interviews, and on-boards new hires of the Teller Team.
• Provides exceptional customer service and oversees the customer service provided by the Teller Team ensuring consistency and excellence.
• Creates and manages the work schedules of Teller Team, including but not limited to timely creating and publishing schedules, approving and editing time punches, approving or denying requests for time off from work, Paid Time Off in Paylocity, etc.
• Monitors daily operations of Teller Team to ensure processes as well as supervises the execution of the Teller Team’s daily tasks.
• Optimizes performance of Teller Team through timely mentoring, training, supervision, delegation of duties, establishing clearly defined responsibilities and performance expectations, accountability, recognition, and disciplinary action when necessary while assuring full compliance with all policies and procedures. Collaborates with and keeps Retail Regional Manager and Human Resources apprised of Teller Team performance issues.
• Actively trains and assesses the Teller Team’s development notifying Retail Regional Manager of all possible career advancements.
• Assists the Retail Regional Manager to prepare, create, and provide timely and accurate 90-Day and Annual performance reviews of Retail Team.
• Maintains a cohesive, well-trained, and motivated Teller Team to successfully meet the Retail Department’s demands.
• Establishes/develops daily monitoring system for tracking client transaction activity, catalogues risk or loss situations when those occur, and creates a notification process to maintain management awareness.
• Leads and holds weekly Teller Team meetings.
• Leads and holds quarterly individual meetings with Teller Team.
• Makes NSF decisions.
• Assists with CDARS.
• Generates forms withing DepositPro.
• Orders daily cash requirements.
• Orders supplies for bank branch.
• Works with the Retail Regional Manager and Retail Coordinator to ensure that Teller training and procedures are current.
• Stays current on Teller/Retail policies, procedures, and training.
• Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
• Compiles and submits requested audit information.
• Oversees processing of banking activities to ensure accuracy, timeliness, and accountability are followed.
• Collaborates with Retail Regional Manager to develop best practices for successful banking operations.
• Satisfactorily performs the job duties and responsibilities of a Universal Banker I (Teller I), Universal Banker II (Teller II), and Universal Banker III (Teller III).
• Performs responsibilities during Bank hours by being physically present at the Bank an average of 40 hours each week based on banking needs.
• Travels between branches as needed.
• Performs other responsibilities as assigned by management.

REQUIRED QUALIFICATIONS

• Education: High School Diploma or GED.
• Experience: 2-3 years bank employment experience (including cash handling and customer service).
• Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.
• High level of professionalism and integrity.
• Business acumen.
• Flexible, adaptable, and willing to continuously learn.
• Strong analytical and problem-solving abilities.
• Strategic thinking.
• Excellent written and verbal communications skills.
• Ability to work both independently and as part of a team.
• Exceptional organizational skills, with the ability to prioritize and execute multiple tasks and projects simultaneously.
• Ability to address and solve conflict.
• Strong work ethic and attention to detail.
• Strong employee management skills.
• Effectively develops team members through guidance, training, support, and constructive feedback.
• Ability to manage, lead, delegate to, and train team members effectively, inspiring them to meet business objectives.
• Strong commitment to holding oneself and team members accountable for completing tasks, achieving results, and upholding standards.
• Leads with integrity, transparency, and adherence to ethical standards and business practices.
• Maintains confidentiality.

PREFERRED QUALIFICATIONS

Education: Bachelor’s degree or equivalent bank experience.

Experience:

• 4+ years bank employment experience.
• Performance management.