Corporate Title: Lead Teller
FLSA: Non-Exempt
Department: Retail Bank
Reports to: Branch Manager
Position Summary:
Under the direction of the Branch manager, the lead teller is responsible for teller operational and client experience duties as follows,
Typical Duties and Responsibilities
- Provides daily assistance to teller staff when processing transactions and assisting customers to ensure Bank policies and operational procedures are followed.
- Provides necessary approvals/overrides for transactions within Bank policy.By approving and overriding transactions, the Lead Teller takes responsibility for the transaction along with the teller.
- Schedules teller staff using the teller staffing model to ensure customer service needs are met while optimizing the use of the Bank’s resources.
- Responsible for remaining knowledgeable on fraud or security bulletins distributed within the branch and ensuring communications reach all tellers.
- Responsible for reviewing deposits meeting established criteria to determine whether holding funds to delay availability under Reg CC is appropriate.
- Maintains monthly teller reporting of outages utilizing the Teller Over /Short General Ledger account following Bank policy.
- Provide and model exception customer experience to staff and clients.
Required Knowledge, Skills, and Abilities
- Knowledge of all teller functions
- Knowledge of regulatory requirements for financial transactions
- Skill in performing typical financial transactions and teller functions accurately
- Ability to effectively communicate with Tellers, Customers, and Management
Qualifications
- 2 years of branch/Teller experience (exposure to teller functions, Personal Banker and platform activities, customer contact, handling of large amounts of currency etc.).
- Associate's degree in Business Administration or related field, and two years of bank teller experience or four years of counting, receiving, disbursing and balance money, and executing financial transactions; or Equivalent combinations of experience, training and/or education approved by Human Resources.