HEAD TELLER

Summary: The Head Teller is responsible for the supervision of the Teller area. The Head Teller performs all Teller functions as well as solving problems and helping with complex work-related matters. The Head Teller guides and advises Tellers in the efficient handling of customer’s needs. Provide service to Bank customers by conducting transactions, assisting with inquiries, and resolving issues in a timely manner. In addition, through customer interactions, identify opportunities to cross-share Bank products and services with referrals to a platform employee or other Bank department.

Duties and Responsibilities:

1. Supervise the activities of the Teller operations area by assigning work, answering questions, solving problems, helping with complex transactions and sensitive member relations problems, explaining policies and procedures to members, and providing assistance to the teller staff when needed.
2. Approve transactions that are an exception to Bank policy or transactions that require a supervisor override.
3. Investigate Teller losses and institute corrective measures.
4. Ensure that the staff is trained and cross-trained in all phases of their particular job(s)
5. Maintain a highly motivated, well-trained staff and establish effective employee relations.
6. Hold periodic Teller meetings with Branch Manager to discuss areas needing improvement, changes in procedures, new developments or services and to present general information.
7. Monitor the inventory of supplies, including cash, in the Teller operations area.
8. Provide high quality service to every customer i.e. smile, greet, address by name, timely assistance, etc.
9. Develop working knowledge of bank products/services via training, Bank website, intranet information, meetings, etc.
10. Identify opportunities to cross-share Bank products/services and refer customers to a platform employee or appropriate Bank department.
11. Assist with customer account inquiries i.e. service charges, balances, account history, etc.
12. Refer customers to a platform employee for transactions or questions that cannot be addressed at the Teller line
13. Protect customer privacy and maintain confidentiality
14. Adhere to all Bank policies/procedures
15. Receive checking/savings deposits and withdrawals: verify cash, endorsements, identification, and issue receipts
16. Determine proper funds availability for checks cashed or deposited based on Bank and regulatory requirements
17. Complete Regulation CC Holds, as needed
18. Redeem U.S. Savings Bonds
19. Issue money orders, cashier’s checks
20. Assist safe deposit box customers
21. Accept loan payments: verify payment amount, ensure proper loan payment code, and issue receipts
22. Buy/sell cash from vault as necessary, ensuring teller drawer cash limits are not exceeded
23. Balance teller drawer daily, including locating cash discrepancies
24. Perform end of day balancing and Teller Capture balancing
25. Complete Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), and Monetary Instrument Logs (MIL)
26. Balance ATM and load cash into ATM
27. Maintain security of Teller station including keys, combos, cash drawers, and teller work
28. Promote and maintain positive relations with all employees, contacts, customers, and potential customers.
29. Represent the bank in business development efforts and civic and community functions.

Secondary or Additional Job Duties:

1. This job description in no way states or implies that these are the only duties to be performed. You will be expected to follow any other job-related instructions and to perform other job-related duties as requested by management.