Teller Services Team Lead

4 days ago

Carson City, Nevada, United States America First Credit Union Full time
Job Description

Job Title: Teller Services Team Lead

Job Summary:

We are seeking a highly skilled and experienced Teller Services Team Lead to join our team at America First Credit Union. As a key member of our operations team, you will be responsible for overseeing the smooth flow of teller lines, ensuring adequate window coverage, and providing general training and supervision to Service Representatives.

Key Responsibilities:

  • Implement existing policies, procedures, and systems involving cashiering operations and member services functions.
  • Oversee the provision of a full range of services to members and prospective members, including phone and mail services.
  • Act as a Service Representative as needed and enthusiastically cross-sell Credit Union services.
  • Perform a broad variety of customer services, including opening new savings, share draft, and credit card accounts.
  • Answer and direct telephone calls and questions, and inform members of the complete array of Credit Union services.
  • Provide secretarial and clerical support for all loan processing activities.
  • Prepare closing documents and miscellaneous paperwork necessary for booking and funding new loan business each month.
  • Assume responsibility for ensuring and performing efficient, effective, and professional teller operations, including alarms, cameras, and teller audits.
  • Coordinate teller operations by assisting in assigning work and distributing workflow.
  • Explain policies and procedures to members.
  • Makes judgments for Service Representatives within limits of authority, pertaining to cashing and/or accepting checks or drafts.
  • Receive share deposits and loan payments.
  • Maintain an inventory of cashier's checks, money orders, receipts, travelers checks, and other negotiable items for use in the teller area.
  • Order cash and disburse cash to tellers.
  • Monitor orders, dispense, ship, and balance cash.
  • Perform loan training and duties.
  • Explain services, policies, and procedures to members.
  • Open new share draft, savings, and credit card accounts, including preparing all related paperwork.
  • Correspond with members regarding claims, IRA's and CD's.
  • Maintain a supply of new account packets and related forms.
  • Actively and professionally cross-sell Credit Union services.
  • Assume responsibility for effective receiving, reviewing, and processing of loan applications.
  • Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests.
  • Evaluate and verify loan applications and credit criteria.
  • Pull applicant files, verify employment and salary, order PR and appraisal, and run credit reports.
  • Types loan documents.
  • Ensure that each loan is promptly and properly prepared, documented, processed, approved, and disbursed.
  • Assume responsibility for 2nd mortgage loans, including origination, tile searches, appraisals, credit reports, etc.
  • Follow through rescission period to closing after all supporting documents have been legally filed and returned to the Credit Union.
  • Follow up on mortgages, trust deeds, and title policies.
  • Insure Credit Union as lien holder and makes loan payoffs.
  • Calculates terms, finance charges, and insurance on loans for proper disclosure on promissory notes.
  • Ensure that lending operations are conducted in accordance with established Credit Union policies and are legally compliant.
  • Ensure that loan requests are properly documented.
  • Effectively supervise area personnel, ensuring optimal performance.
  • Provide instruction regarding policy, procedure, and service and product offerings.
  • Track individual employee progress and assist with performance appraisals as required.
  • Answer questions regarding account balances, loans, blue book values, balances, payoffs, and student loans.
  • Assist members with payroll deduction requests.
  • Keep members accurately and appropriately informed of Credit Union policies and procedures.
  • Receive and process new accounts and changes to existing accounts.
  • Counsel members regarding money management and financial matters.
  • Maintain and project the Credit Union's professional reputation.
  • Train the staff on a continuous basis.
  • Assume responsibility for establishing and maintaining effective communication and coordination with Department and area personnel and with management.
  • Keep management informed of area activities and of any significant problems.
  • Complete required reports and related documents promptly and accurately.
  • Relay information to staff.
  • Ensure that work area and equipment are clean and well-maintained.
  • Perform procedures for opening and closing of operations, including vault, alarm, and doors.
  • Stay informed regarding developments and changes in the financial industry.
  • Perform related clerical functions as required.

Requirements:

  • High school graduate or equivalent.
  • Passed Certification Tests 1, 2, 3, 4, Savings Training I & II, and Lead Teller Test with at least 80%.
  • A thorough knowledge of Service Representative operations and procedures.
  • Thorough understanding of Credit Union operations, including opening and closing accounts, loans, IRA and certificate procedures.
  • Thorough knowledge of member services, accounts, loans, and products provided.
  • Understanding of new account bookkeeping procedures.
  • Knowledge of Credit Union loan services, policies, and procedures, including related legal and regulatory standards, and required loan documentation.
  • Minimum of 2 years experience as a Teller at a full service financial institution.
  • Supervisory and training abilities.
  • Strong analytical, financial, and math skills.
  • Ability to operate related computer software, and other business equipment including 10-key, money counters, and telephone.
  • Good typing skills.

Work Environment:

Work is performed in a fast-paced office environment with frequent interruptions and a high level of noise.

Physical Requirements:

Ability to sit for long periods of time and perform repetitive tasks.

Travel Requirements:

None

Work Schedule:

Monday - Friday, 8:00am - 5:00pm

Benefits:

Competitive salary and benefits package, including medical, dental, and vision insurance, 401(k) plan, and paid time off.

How to Apply:

Apply online at www.americafirstcu.com/careers

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