Head Teller / Universal Banker

Description

The Head Teller is responsible for the overall operations in the teller line area. The Head Teller with a joint role of a Universal Banker is also r esponsible for assisting customers with all their banking needs. Provides full service to customers and non-customers seeking banking information and identifies potential opportunities for cross-selling and possible referrals.

Requirements

Essential Duties and Responsibilities:

• Supervises duties of tellers, coordinating their workflow and schedules and assists on teller line.
• Ensures that all tellers handle themselves in a businesslike/professional manner in handling the customer's needs.
• Assists tellers with out-of-balance reconciliations ensuring appropriate corrections are made.
• Informs and updates teller staff about all operational, procedural and policy changes.
• Identifies red flags to detect fraud and prevent losses to the Bank.
• Ensures all transactions performed are in accordance with established policies and procedures.
• Assists the Sr. Relationship Banking Officer III with the performance of monthly audits & reports.
• Prepares monthly incoming and outgoing currency shipments and report.
• Assists in branch opening and processing night drop and mailed deposits.
• Prepares daily totals and corresponding tickets for batch transactions.
• Handles customer inquiries regarding basic account information.
• Monitors and maintains an adequate supply of currency and coins.
• Balances cash drawer and vault according to established schedule and performance standards.
• Assists customer with change of address requests, profile updates, online banking and debit card support, funds transfer request, call backs and all other inquiries.
• Identifies sales opportunities and refers business to sales partners in the banking center.
• Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions.
• Assists customers with the account opening process, following the Bank's guidelines.
• Assists customers with changes of address requests, profile updates, funds transfers' request, call backs and all other inquiries.
• Increase profits by establishing new accounts within the community while servicing established customer base.
• Assists in resolving customer problems beyond the supervisory level in all operational areas.
• Performs BSA enhanced due diligence through daily monitoring of various customer transaction reports.
• Monitors debit/ATM fraud alerts and takes appropriate action.
• Assists customers with fraud and/or identity theft issues.
• Handles Regulation E disputes and adjustments for the bank's customers.
• Manages the operation, security, servicing, and balancing of all branch ATMs
• Completes and files various bank reports on a quarterly basis.

MEMBER FDIC/EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER/DRUG FREE WORKPLACE