The Lead Bank Teller is responsible for enhancing the customer experience through highly accurate transaction processing while knowledgeably and courteously answering customer questions regarding banking services. Follows bank policies and procedures and adheres to applicable government regulations. Performs a variety of account maintenance duties including new account opening. Balances each day’s transactions and verifies cash totals.
**Candidates must have previous teller/banking experience for the Lead role.**
Essential Functions
1. Customer Service
- Provides excellent customer service by handling customer requests competently and courteously including prompt acknowledgment of every customer.
- Understands the Bank’s product and service offerings and identifies customer financial needs and offers solutions by engaging the customer in an appropriate conversation and establishing rapport.
- Resolves customer questions and/or problems by making observations, listening and asking questions. Refers the customer to a supervisor or appropriate department.
2. Operations
- Accepts and processes deposits, night drop deposits, loan payments, cashes checks and processes other transactions according to established procedures.
- Approves customer transactions in accordance with established authority levels/limits.
- Opens new accounts accurately following established procedures and obtains supporting documentation as required.
- Verifies cash received from vault and balances cash drawer daily. Performs various administrative duties such as filing, answering phones, ordering supplies and maintaining work area in a neat, orderly and professional manner.
- Assists the Banking Center Manager and / or Operations Supervisor in completing Branch Certifications.
- Reviews NSFOD report in the absence of the Banking Center Manager and Operations Supervisor.
- Carries out supervisory duties in accordance with established policies and procedures in the absence of the Banking Center Manager and/or Operations Supervisor.
- Approves other teller's transactions up to assigned limit.
- Assists customers in resolving complex issues.
3. Compliance
- Maintains current knowledge of branch operations, bank products and services and applicable regulations. Operates in compliance with operational regulations and security policies and procedures.
- Reviews and approves Regulation CC holds for other tellers in the branch.
- Reviews and approves CTRs and OFAC reports for the branch.
4. Other
- Performs various other duties and projects as assigned.
- Trains new tellers on job functions.
