Lead Teller jobs in United States
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BayPort Credit Union · 17 hours ago

Lead Teller

BayPort Credit Union is seeking a Lead Teller to oversee daily teller operations and ensure efficient branch service. The Lead Teller will supervise teller staff, assist with complex transactions, and maintain cash management while providing outstanding member experiences.

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Growth Opportunities

Responsibilities

Process a variety of financial transactions for members, including deposits, withdrawals, loan payments, and account inquiries, ensuring accuracy and efficiency
Provide excellent service to members, addressing questions and resolving issues related to BayPort Credit Union’s products and services
Oversee the management of the vault, ensuring proper handling of currency received and disbursed, as well as negotiable and non-negotiable instruments
Order, send, and verify cash shipments to and from the Federal Reserve, ensuring compliance with regulatory limits
Maintain accurate cash inventories and perform cash audits as required
Supervise the teller staff, providing guidance and support during daily operations
Assist with teller scheduling, coordinating work assignments, and ensuring a professional and consistent approach on the teller line
Conduct monthly one-on-one coaching sessions with tellers, documenting performance in accordance with credit union procedures
Evaluate teller performance and take corrective actions when necessary
Handle complex member complaints, transaction inquiries, and corrections or adjustments
Resolve any discrepancies in teller cash drawers or vaults, reviewing out-of-balance conditions and taking appropriate action
Perform opening and closing procedures for the branch, ensuring all cash, documents, and equipment are secured and accounted for
Maintain the security of branch cash and ensure compliance with internal policies and regulatory requirements
Educate members about products and services that meet their financial needs, contributing to sales goals set by the credit union
Keep supervisors informed of any concerns or issues impacting branch operations or member service
Participate in branch and all-staff meetings to stay current on organizational issues, promotions, policies, and compliance matters
Attend ongoing training to improve job knowledge, service delivery, and leadership skills
Perform other duties as assigned by branch management to ensure the smooth functioning of branch operations and the highest level of member satisfaction

Qualification

Cash managementFinancial products knowledgeLeadershipProblem-solvingCommunication skillsInterpersonal skillsAttention to detailConfidentialityFlexibility

Required

High school diploma or equivalent required; some college coursework or financial services training preferred
Previous experience in banking, financial services, or cash handling required; supervisory or leadership experience a plus
Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team
Strong leadership, communication, and interpersonal skills
Ability to work in a fast-paced environment, managing multiple tasks while maintaining attention to detail
Knowledge of financial products and services with the ability to identify cross-selling opportunities
Strong problem-solving skills and ability to handle complex transactions
Ability to maintain confidentiality and follow security protocols
Flexibility to support the team and adapt to changing operational needs

Preferred

Previous Senior Teller or Lead Teller is preferred

Company

BayPort Credit Union

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BayPort Credit Union is a banking institution that offers services on mobile banking, investment, lending, credit and retirement plans.

Funding

Current Stage
Growth Stage
Total Funding
$0.16M
2021-11-18Grant· $0.16M

Leadership Team

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James Mears
President/CEO
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Nancy Porter
Vice President Marketing
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Company data provided by crunchbase