Lead Teller

Location : 2732 Ashley Road, Charlotte, NC 28208

Job Grade : 7

primary functions :

Responsible for assisting tellers and maintaining / monitoring internal controls within branch teller operations. Ensure adherence of established Member Service Expectations, along with monitoring, scheduling, and evaluating tellers to ensure a smooth and orderly operation of the teller line and related functions.

responsibilities :

• Perform all duties as defined in the teller job description.
• Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
• Create positive and engaging culture for teller line and branch.
• Serve as vault teller, balance lobby ATM and coin machine daily.
• Manage vault cash in sole control, including cash orders, shipments, and mutilated money and maintain vault cash inventory.
• Perform surprise cash audits of tellers as directed by Branch Manager.
• Ensure that all negotiable and confidential records and cash drawers are properly secured in vault.
• Provide tellers with transaction overrides within Lead Teller limits.
• Ensure each teller balances daily and provide assistance to locate any differences.
• Ensure any out of balance conditions are properly handled and reported.
• Knowledgeable of disaster recovery plan and post-disaster procedures.
• Ensure compliance with Branch Internal Review.
• May be required to maintain active notary certification.
• Ensure that the appearance of the teller area and personnel are neat, organized, and in accordance with Credit Union policy.
• Ensure tellers understand role and procedures in the event of robbery and post robbery procedures.
• Work with Branch Manager to ensure tellers are trained and cross-trained in all phases of their job(s) to ensure quality service to membership.
• Assist with escalated member issues.
• Educate members on the features and benefits of credit union products and services.
• Collaborate with and provide input to the Branch Manager to evaluate job performance of the tellers.
• Comply with all federal regulations, credit union policies and procedures, including Bank Secrecy and the USA Patriot Act.
• Perform job duties in accordance with the Credit Union's values, mission and vision.
• Perform other duties as assigned.

minimum requirements :