Accountable for all cash on premises. Responsible for the training and supervision of tellers and coordination of their duties. Maintains prescribed records and summaries of transactions.
Essential Functions/Position Responsibilities:
Oversee training and supervise duties of tellers, coordinating their work flow and schedules. Ensure that all tellers handle themselves in a businesslike/professional manner in handling member needs.
Constantly review performance of teller activities as to the use of their cross-selling techniques in accordance with their performance appraisals and discusses needed changes with each teller.
Operate a teller cashbox daily, performing all teller transaction functions. Balance own teller cashbox daily.
Report all shortages and overages to Branch Officer for review and maintain documentation of these outages. Suggest corrective action steps based on teller errors as set forth in policies. Work with Branch Officer to write and conduct any required corrective action.
Order the appropriate amounts and types of cash for the credit union and supply tellers with daily cash, money orders, travelers checks, and other necessary supplies. Maintain proper documentation of all currency received and disbursed.
Maintain overall control and accountability for all vault reconcilement including ATM, coin machine, TCR and Main vault. Periodically audit individual cash drawers of each teller as required by policy. Maintain documentation of audit for monthly reporting to senior management.
Provides back up assistance to platform staff for new account requests.
Responsible for meeting sales and service goals set by management.
Ensure security policies and procedures for cash control and employee/member safety are followed. Open and close building in accordance with set hours and tests security equipment monthly.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
1 – 2 years previous financial institution experience preferred.
Minimum two years in a supervisory capacity.
Must have excellent interpersonal skills in both dealing with members and colleagues.
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
Member / Stakeholder Focus: Builds and maintains effective relationships with credit staff, lenders and members. Identifies member/stakeholder’s needs and expectations. Listens carefully in order to see issue from their point of view. Offers practical solutions or recommendations focused on achieving the member/stakeholder’s expectations.
Adaptability: Learns and adapts quickly in new situations. Possesses a flexible style, the ability to change and adapt to fit circumstances. Adjusts with ease, resulting in successful performance.
Personal Accountability: Accepts responsibility for own actions, including failure. Embraces experiences as learning opportunities and does not blame others.
Collaboration: Values others and different perspectives. Actively seeks and enlists participation of other departments, functional areas and individuals in order to achieve goals. Promotes the common good, extends self beyond personal self-interest; engages in appreciative inquiry and a spirit of caring, not finger-pointing or blaming.
Decision Making: Gathers and analyzes information. Uses and creates analytical tools to assess and measure information to support business recommendation and decisions. Considers consequences and arrives at a timely decision that supports the achievement of organizational goals.
Results Oriented: Drives behaviors to emphasize achievement. Is self-directed toward accomplishment. Is action oriented. Openly embraces challenge. Pursues opportunities. Is consistently high achieving.
Business Knowledge & Innovation: Knows how business works; demonstrates knowledge of current business practices and future trends. Knows the competition. Generates new ideas and approaches to enhance the originations' systems, products, processes or effectiveness.
Talent & Performance Management: Uses a systematic approach to attract, develop and retain people with the competencies needed to drive and achieve current and future objectives of the organization. Creates and communicates standards and expectation for direct reports; provides timely accurate feedback.
- Ability to sit and/or stand for long periods of time; reach with hands and arms.
- Sustains repetitive motions while using computer keyboard. Close vision for the computer screen is also required.
- Bends, stoops, kneels, pushes and pulls while filing or moving supplies.
- Occasionally lift and/or move up to 30 lbs.
NOTE: This job description has been designed to indicate the general nature and level of work performed by staff members within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of staff assigned to this position.
 Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions