WHITEFISH CREDIT UNION

POSITION DESCRIPTION

Position Title: Head Teller - Polson

Organizational Relationships: Reports to Branch Manager

Supervisory Responsibilities: Assigned Teller staff

General Function: Maintain departmental efficiency through appropriate Teller training, assistance and supervision. Teach / model “Members first” philosophy to / for all Teller staff. Resolve or, when possible, head off problems and conflicts involving Members and Staff. Stay abreast of, and train all Tellers on, all BSA regulations, general NCUA guidelines, fraud-related trends, and Whitefish Credit Union policies and procedures.

Position Functions:

Serve as primary liaison between Teller staff and all other company staff.
Approve invoices for payment or follow deposit withhold procedures.
Oversee correction of Teller errors as needed; follow up with appropriate training when a Teller procedure is either being done incorrectly or is not being done.
Address and resolve Member complaints.
Examine Tellers’ daily transactions for accuracy.
Allow Members access to Safe Deposit Boxes, following specified procedures.
Monitor and review financial institution's security procedures and control access to vault.
Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation.
Review and approve staff timecards within prescribed timeline.
Ensure that all staff comply with the 5-consecutive-days out-of-office policy.
Participate in Whitefish Credit Union-sponsored and community-centered events.
Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
Perform other duties as assigned.

Position Requirements:

Ability to communicate effectively verbally, in writing, and over the phone, with members, co-workers, external professionals, and senior management.
Excellent organizational, analytical, problem-solving, and negotiation skills.
Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships.

Proficient in Microsoft Office Suite or related software.
Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing.
Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole.
Ability and willingness to pursue and obtain additional professional training and/or certifications as needed.
Ability and willingness to travel to other branches.

Ability to stand for long periods of time.

Ability to lift up to 50 lbs., with or without accommodations.

Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines.

Protect Member and Whitefish Credit Union confidential information.

Required Education and Experience:

High school diploma or equivalent.
2-3 years Teller experience required.
1-2 supervisory experience preferred.

Compensation Package

Competitive starting wage
100% employer-paid health insurance
- FSA (Flex plan) available
- Telehealth available
3% employer 401k contribution (no matching requirement)
8% employer pension plan contribution (following first year of employment)
11 paid federal holidays (Saturday holidays excluded)
17 days of PTO annually, accrued monthly
Life and disability insurance
Wellness program
Social Responsibility Policy – 24 hours annually of paid time for non-profit volunteer efforts
Tuition Reimbursement Program – application-eligible following one year of employment

This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to change and revision at any time. Position functions and requirements are listed as guidelines only and the job is not necessarily limited to these specifications.

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