Summary

Assists in the administration of the Teller area. Prepares reports, schedules, cash items, and audits. Can serve as trainer for new tellers and provides on-going training. Provides the on-site leadership for enhancing a positive teamwork environment and is responsible for focusing our tellers’ activities on directives and bank goals. Performs regular teller duties.

Essential Duties

• Schedules and monitors daily activities of tellers.
• Works with Branch Manager to hire, train, direct, and evaluate employee performance within the department; recommends promotions, and transfers. Reports performance problems and recommends action to correct, including termination.
• Monitors department activities for compliance with established policy and regulations. Takes action to resolve any out of compliance issues.
• Orders daily cash requirement for the credit union. Manages vault cash.
• Makes certain that the department is providing friendly, professional, personal service to all members.
• Makes certain that on average, tellers balance at least 95% of the time, being no more than $5 off, with total outages not to exceed $20 in a 3-month period.
• Keeps management informed regarding key operating issues affecting the department.
• Maintains a professional work environment and businesslike appearance.
• Carries out supervisory responsibilities for assigned staff in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and solving problems.
• Responsible for implementing branch goals and individual goals based and the annual credit union strategic plan, and motivating subordinates in such a way as to help attain those goals.
• Handle any member issues/problems which have been escalated by staff and resolve to the benefit of the member and the credit union.
• Coach all staff on customer service as well as referrals.
• Perform observations of tellers.
• Perform weekly meetings with tellers.
• Assist with and/or oversee branch audit and reports.
• Promote and cross-sell credit union products and services to new and existing members.
• Process all checks, savings bonds, money orders, and cashier’s checks for deposit and make certain that all negotiable items are scanned.
• Make certain Night Drop is checked daily under dual control. Deposits verified under dual control and logged with both employees’ initials.
• Make certain Regulation CC guidelines are followed for check holds.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Communications – the ability to speak and write clearly and effectively to achieve the desired effect in a variety of communications settings and styles. The ability to prepare and maintain confidential records and reports.
• Member Focus – the dedication to meeting the expectations and requirements of internal and external members, use feedback for continuous improvement, and develop and maintain effective relationships.
• Time Management – the ability to effectively prioritize tasks to use time efficiently and attend to a broad range of activities.
• Creativity – the ability to generate new and unique ideas as solutions to operational or member service issues and develop non-traditional ways of doing business.
• Interpersonal Skills – A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
• Must be able to operate a ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.
• Must have a proactive and positive attitude toward members, supervisors, co-workers, and the credit union.

Education/Experience

• A high school education or GED.
• Two years to five years of similar or related experience.

Physical/Mental Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of the job, the employee is regularly required to stand, sit, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear.
• The vision requirements include close vision and ability to adjust focus.
• Nature of position requires physical mobility and the ability to lift a minimum of 50 pounds.
• Must have flexibility to deal with changing work hours and locations as needed.

Summary

Responsible for maintaining the vault cash through periodic cash orders and daily balancing. Applies prudent cash management practices. Ensures that each teller has adequate cash to meet daily operational demands. To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.

Essential Duties

• To assure member service is top priority whether internally or externally; treat members and employees professionally with courtesy and respect. Keeps our “Value Proposition” to our members.
• Maintains the vault cash through periodic cash orders. Balances and provides tellers with funds to ensure sufficient cash is on hand to provide for daily member needs.
• Maintains and balances ATMs, balances ATM GL’s daily, and processes daily ATM deposits.
• Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; sells money orders and travelers’ checks to members; transfers amount from member accounts as directed.
• Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.
• Post transactions to member accounts and maintains member records.
• Balances cash drawer and daily transactions.
• Cross sells credit union services.
• Troubleshoots and resolves member and internal inquiries in a timely, friendly, and accurate manner.
• All other duties as assigned by management.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Communications – the ability to speak and write clearly and effectively to achieve the desired effect in a variety of communications settings and styles. The ability to prepare and maintain confidential records and reports.
• Member Focus – the dedication to meeting the expectations and requirements of internal and external members, use feedback for continuous improvement, and develop and maintain effective relationships.
• Time Management – the ability to effectively prioritize tasks to use time efficiently and attend to a broad range of activities.
• Creativity – the ability to generate new and unique ideas as solutions to operational or member service issues and develop non-traditional ways of doing business.
• Interpersonal Skills – Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
• Must be able to operate a ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.
• Must have a proactive and positive attitude toward members, supervisors, co-workers, and the credit union.

Education/Experience

• A high school education or GED.
• Minimum of one year of similar or related experience.

Physical/Mental Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of the job, the employee is regularly required to stand, sit, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear.
• The vision requirements include close vision and ability to adjust focus.
• Nature of position requires physical mobility and the ability to lift a minimum of 50 pounds.
• Must have flexibility to deal with changing work hours and locations as needed.