Lead Teller

Cashiering Operations And Member Services Manager

Responsible for implementing existing policies, procedures, and systems involving cashiering operations and member services functions. Coordinates, directs, and assigns work. Answers Service Representatives' questions, resolves more complex problems, and oversees balancing. Responsible for smooth flow of teller lines, adequate window coverage, and general training and supervision of Service Reps. Oversees provision of a full range of services (including phone and mail) to members and prospective members. Ensures that members are promptly and professionally served. Acts as a Service Representative as needed and enthusiastically cross-sells Credit Union services.

Responsibilities

Assumes responsibility for ensuring and performing efficient, effective, and professional teller operations :

• Ensures that all teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed.
• Coordinates teller operations by assisting in assigning work and distributing work flow. Coordinates weekly schedules, monitors lunch and breaks, tracks sick and vacation leave.
• Answers Service Representative's questions, solves problems, and assists with complex transactions and sensitive member relations problems. Explains policies and procedures to members. Makes judgments for service Representatives within limits of authority, pertaining to cashing and / or accepting checks or drafts. Gives authorization for overrides.
• Investigates teller out of balance conditions and institutes corrective procedures. Assists in finding balancing errors. Ensures that each teller balances at the end of each day and that all monies are secured in accordance with established procedures.
• Performs teller paying and receiving functions as required. Receives share deposits and loan payments. Prepares proper receipts.
• Maintains an inventory of cashier's checks, money orders, receipts, travelers checks, and other negotiable items for use in the teller area.
• Balances vault and replenishes. Orders cash and disburses cash to tellers.
• Monitors orders, dispenses, ships, and balances cash.
• Keeps ATM filled and functional.
• Loan training and duties (extent will vary form branch to branch).

Assumes responsibility for ensuring and effectively performing Member Services functions :

Effectively supervises area personnel, ensuring optimal performance :

Assumes responsibility for ensuring that professional business relations exist with members :

Assumes responsibility for establishing and maintaining effective communication and coordination with Department, Branch, area personnel, and with management :

Assumes responsibility for related duties as required :

Qualifications

Training / Education / Certification :

Required Knowledge :

Experience Required :

Skills / Abilities :