Lead Teller Supervisor
1 week ago
ABOUT THE ORGANIZATION:
At Navigant Credit Union, we embody the spirit of community and support. Our commitment is to enhance the financial health of the families, businesses, and communities we serve, a mission we've upheld since our inception in 1915.
With assets exceeding $3 billion, we stand as one of Rhode Island's largest credit unions, while remaining true to our community-focused principles.
Our dedication to prioritizing people has earned us the title of "Rhode Island's Best Place to Work" repeatedly, as recognized by the Providence Business News.
Our Core Values—Leadership, Unity, Caring, and Integrity—serve as the foundation of our organization, guiding our employees in their roles.
We take pride in our community-oriented values and our investment in our workforce, consistently exceeding member expectations. We provide exceptional opportunities for professional growth, career progression, and a comprehensive benefits package that includes extensive medical and dental coverage, vision benefits, a robust 401(k) plan with a generous employer match, tuition reimbursement, competitive salaries, and paid volunteer days.
ROLE SUMMARY:
In this position, you will operate under general supervision, adhering to established policies and procedures, while providing leadership and guidance to the Teller team. Your role will involve delivering outstanding customer service that aligns with the Credit Union's core values and mission. You will oversee sales and service initiatives to ensure that objectives are communicated, achieved, and enhanced. Additionally, you will be responsible for the efficient delivery of products and services to our members.
KEY RESPONSIBILITIES:
- Ensure compliance with the Credit Union Security Plan.
- Assist the Head Teller with daily operations, including report reviews, processing ATM transactions, and managing cash shipments.
- Supervise the Teller team, prepare schedules, address inquiries, and delegate tasks as necessary.
- Authorize teller transactions within established policies.
- Address escalated member concerns related to Teller operations.
- Conduct regular audits, including card stock inventory and surprise cash/check audits.
- Generate daily and monthly reports regarding overrides and teller discrepancies.
- Perform both operational and sales-oriented teller transactions.
- Open new member accounts and provide guidance on Credit Union products and services.
- Maintain and update existing member accounts, including address changes and wire transfers.
- Evaluate teller performance through quarterly assessments and provide coaching.
- Contribute to performance management discussions with the Head Teller and Branch Management.
- Facilitate the origination, underwriting, and closing of Consumer Loans offered by the Credit Union.
QUALIFICATIONS:
Education:
A high school diploma or equivalent (GED) is required.
Experience/Skills:
- Preferred: A minimum of 3 years of experience in a role such as Assistant Head Teller, Teller, or Member Service Representative, with a solid understanding of Credit Union policies.
- Strong verbal, written, and interpersonal communication skills, along with a customer service orientation.
- Excellent organizational, analytical, and problem-solving abilities.
- Proficiency in PC applications, including Microsoft Office (Word, Excel, Outlook) and internet navigation.
- Ability to operate in a financial institution environment and utilize standard office equipment. Must be able to lift a minimum of 25 lbs.
PHYSICAL REQUIREMENTS:
- Frequent standing and walking.
- Continuous ability to hear and communicate effectively.
- Continuous reading and comprehension of written information.
AUDIO/VISUAL REQUIREMENTS:
- Requires vision for data analysis and computer screen interaction.
- Ability to prepare and deliver presentations and training sessions.
MENTAL DEMANDS:
- Ability to respond positively to stressful situations.
- Facilitate harmonious teamwork and collaboration.
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