HEAD TELLER

Job Description

Job Description

Head Teller Mystic

Be a part of the Charter Oak Federal Credit Union Team!

The Head Teller is responsible for the overall operation of the teller line and building member relationships by providing outstanding service.

Prior experience in traditional or electronic banking services is required. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience and the ability to work in a team environment are essential.

Achieving quarterly sales is an essential component of the position. Employees looking to advance with the organization must consistently meet sales goals.

SUMMARY:

 

The Head Teller is responsible for the overall operation of the teller line. Coordinates and schedules activities of employees engaged in teller functions, ensuring that work is performed in accordance with established policies and procedures such as: accurately accounting for funds received and disbursed, correctly recording member transactions in the credit union’s data processing system, and providing information to members with respect to their financial and other transactions at the credit union.

The Head Teller will assist with coaching and training the branch employees to help them attain sales goals for the Achieving Performance Excellence objective; ensures the team is providing consistent excellent member experience.

 

ESSENTIAL DUTIES and REQUIREMENTS  include the following. Other duties may be assigned. The following duties can be assigned to a subordinate; however, the head teller must ensure that the tasks have been completed accurately.

 

• Develops schedules and ensures a complement of tellers is available at all times to provide an adequate level of teller service to members.
• Performs member transactions and other clerical duties.
• The Head Teller will be required to perform the duties of the MSR position when needed.
• Searches records to assist coworkers in locating and reconciling posting errors on member accounts to verify accuracy of transactions.
• Ensures all teller transactions, (cash, checks, other forms of funds) ATM, Recyclers and CDM machines are balanced, reconciled, endorsed, and appropriate GL transactions are completed.
• Assigns duties and examines work for accuracy, neatness, and conformance to policies and procedures.
• Leads the teller staff in member service excellence and sales referrals.
• Cross-sells credit union products and services utilizing APEX tools while in contact with the member.
• Studies and standardizes procedures to improve efficiency of staff.
• Maintains harmony and ensures teamwork.
• Researches and adjusts errors.
• Addresses member and employee complaints with the Office Manager.
• Ensures Teller cash drawer levels are in conformance with limits.
• Holds periodic meetings with staff to review with policy and procedures, including holdup and robbery, regulatory compliance (i.e. Regulation CC) and credit union philosophy.
• Performs all clerical functions related to establishing and servicing deposits, loans and other products and services offered by the credit union.
• Serves as vault teller for the Credit Union, to include ordering cash from the Federal Reserve, verifying cash received, filling teller cash orders, shipping coin, and maintaining vault security.
• Oversees proper availability of daily cash, money orders and travelers checks for the branch.
• Performs Loan Originator duties under Regulation Z by taking applications, and assists a member in obtaining or applying to obtain a loan.
• Investigates teller losses and institutes correction workflow.
• Responsible for member coin processing; machine maintenance and upkeep.
• Mentors new employees.

Equal Opportunity Employer Veterans/Disabled.