Branch Teller Lead jobs in United States
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Northwestern Bank · 13 hours ago

Branch Teller Lead

Northwestern Bank is a locally owned community bank that has been serving the Chippewa Valley for over 100 years. They are currently seeking a full-time Branch Teller Lead who will guide deposit staff, manage scheduling, and serve customers with account openings and transactions in a professional manner.

BankingFinancial ServicesLending

Responsibilities

May train new tellers on teller function policies and procedures
Handles particularly complex customer transactions. Assists other tellers with troubleshooting problem situations
Serves customers with their accounts by completing a variety of transactions according to Bank policy and procedure. Accepts and processes deposits, withdrawals, transfer money, cash checks and bonds, fills coin/currency orders. Accepts loan payments, and utility payments. Process the purchase of money orders, gift cards and cashier checks. Buys and sells Canadian currency. Processes cash advances. Enters transaction information into computer and prints receipts for customer giving cash back when appropriate. Transactions may be completed over the telephone
Responsible for Customer Service job duties:
Assisting customers with maintaining their accounts, answering any questions, advising customers of services to better meet their needs, processing stop payments, setting up automatic deductions, as needed, etc
Account opening and/or closing for personal, business checking and savings
Assisting customers with the setup of online banking products, including but not limited to Mobile app, bill pay, mobile deposit, Zelle, Card Valet and electronic statements
Processing and/or verifying incoming and outgoing wires, domestic and international
Ordering checks for Customers and providing back-up with weekly and monthly maintenance of Deluxe products and reporting
Redeeming Savings Bonds
Notarizing documents as needed
May scan work to Proof throughout the day with a daily cash sheet at end of day
Opens, processes and records night deposits. Processes mail transactions, telephone transfers and credit card advances. Cash in savings bonds
Prepares a daily activity summary for deposits. Balances cash drawer according to accepted procedure. Notifies supervisor if there are problems or concerns. Counts cash and runs coin counter as needed, maintains adequate supply of cash on hand. May need to strap cash, roll coin, and sort out mutilated money. Tellers are expected to have no or only minimal variations in cash drawer
Professionally promotes and sells additional Bank services. Recognizes additional customer needs and refers to appropriate department for assistance
Responsible for ordering, selling, and verifying funds from Thillens
May be required to order gift cards and related supplies and keep records
May be responsible for balancing vault cash and coin machine according to established procedures. May be responsible for balancing money order machine at end of day
May be responsible for balancing vault cash and coin machine (inside and drive-up) according to established procedure. May be responsible to assist tellers in looking for bank offages and to keep track of teller offages for each calendar year
May be responsible for maintaining and balancing ATM machine
Performs opening and closing duties according to established schedule and procedures
Knows and strictly follows all security and internal control procedures. Notifies supervisor immediately of any suspicious activity or questionable transactions
May have responsibility for location security duties including enabling security system and opening and closing vaults
May assist customers with safe deposit box requests. Opens and closes safe deposit box accounts, processes payments and other billing activities, etc
Timely completion of required online training courses
May be required to balance and OFAC cashier checks
May need to request or order supplies from Main Bank or other vendors
May need to occasionally test alarms on vault, night deposit, and hand-held devices
May need to clean coin and currency counters and image scanners
Will create teller schedules and approve timecards
May perform quarterly cash surprise counts and verify bait money
Supervises employees reporting to this position
Sets a good example and makes the time to communicate with their direct reports regularly (individually and as a group)
Seeks the input from direct reports on issues affecting their areas of responsibility
Delegates responsibility to their direct reports, where appropriate
Establishes formal means of accountability, provides clear direction, advises of job responsibilities, conducts regular performance appraisals
Counsel employees on conflict resolution and performance issues or concerns, provides training/advice/coaching where appropriate
Initiates disciplinary actions where necessary and according to procedure
Fully understands, embraces, represents and perpetuates the Northwestern Bank culture. Supervisors must actively support the Mission, Vision and Core Values of the Bank and transfer by example, action, and deed the Bank’s culture to all employees
May perform general office duties including answering/transferring phone calls, preparing incoming/outgoing mail, making copies, requesting maintenance service, etc
May need to perform light janitorial duties including, dusting, vacuuming, wet mopping, and light shoveling
Attends teller and other staff and training meetings as required
Other duties as may be necessary to fulfill the responsibilities of this position

Qualification

Supervisory experienceCustomer service skillsBasic mathematical skillsTechnical abilityProfessional demeanorVerbal communicationDetail orientedInterpersonal skills

Required

Must have earned or be in the pursuit of a high school diploma or equivalent program
Must possess a friendly, courteous and professional customer service attitude
Basic mathematical skills (add, subtract, multiply, divide, fractions, percents, decimals)
Technical ability to input and retrieve computerized information
Excellent verbal communication skills for interacting professionally with customers (in both pleasant and difficult situations) and relating to other employees
Ability to maintain the integrity of highly confidential customer and Bank information
Legible handwriting
Ability to deal effectively with time pressures and stress that can change hourly depending on level of customer activity
Ability to carry coin (weighing up to approximately 50 lbs.) and stand for prolonged periods (up to all day)
May need to bend, stoop, and lift to move office materials, retrieve files, and do light janitorial duties

Preferred

Previous customer service-related and supervisory experience preferred

Benefits

Competitive Pay
Generous 401K plan
Health, Dental, Vision, Life and Long-term Disability Insurance
Incentive Bonus program
Paid Vacation, Holiday and Sick Time
Paid Parental Leave
Well-rounded EAP program

Company

Northwestern Bank

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Northwestern Bank is a part of the banking industry that offers commercial loans, residential lending, checking & savings accounts services.

Funding

Current Stage
Growth Stage

Leadership Team

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Missy Grill
Chief Financial Officer
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Jamie Leibrandt
Chief Credit and Lending Officer
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Company data provided by crunchbase