Lead Teller

Description

Department: Teller

Reports to: Branch Management

Supervises: None

Grade: 4

Summary: Provides prompt, courteous service to customers by processing transactions provided, answering questions, and referring to other departments. Acts as a resource to other tellers and has certain levels of operational authority. Accurately maintains a fund of cash. Functions as the bank’s primary contact with the public.

Specific Job Functions:

• Serves customers at teller window, processing a variety of transactions using own judgment within limits regarding the validity of transactions presented.
• Acts as a resource to other tellers, including operational authority relative to certain transactions (check cashing, etc.).
• Telephone inquiries from customers and other bank personnel, which could include answering questions on bank products, referring customers to other bank departments (financial services, trust).
• Sells money orders, cashier’s checks, savings bonds, and cash advances.
• Process transactions that arrive in the night drop or mail and send customers receipts.
• Order funds for businesses, coin and bills, ordering foreign currency.
• Balance cash drawer.
• Balance ATM machine.
• Maintain vault cash, open/closes vault daily, if given responsibility of vault teller.
• Meet with current or prospective customers and counseling them on the benefits and features of bank products.
• Balances ledger accounts daily/when needed.
• Acts as a resource to other tellers, including operational authority relative to certain transactions (check cashing, etc.). In addition, work to assess and mitigate the risks associated with processing these transactions.
• Prepares forms for opening/closing accounts, including checking, savings, CD’s, savings bonds. Establishes proper identification of new customer and decides whether to accept new account based on credit report and ID provided.
• Performs other related duties as assigned.

Physical Demands and Work Environment:

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

While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. This position requires regular use of a computer. The employee must be able to travel between branch locations on a regular basis. The noise level in the work environment is usually light to moderate.

Requirements

Job Requirements:

• High School Education or equivalent preferred.
• Customer Service skills, both phone and face to face.
• Minimum of two years teller experience.
• Solid judgment and decision making capability.
• Knowledge of bank products and services, and regulatory requirements related to cashing checks, and other deposit/loan payment transactions.