HEAD TELLER

Charter Oak Federal Credit Union; Connecticut; Hybrid; USD 34,000 - 72,000; Full time

Job summary

Charter Oak Federal Credit Union in Mystic, CT seeks a Head Teller to lead the teller line operations and strengthen member relationships through outstanding service. The role requires managing schedules, coaching staff, and ensuring accurate cash handling and recording of transactions.

The Head Teller will drive sales referrals, participate in training, and maintain branch coordination to meet performance standards. Prior banking experience and strong communication are essential for success.

Qualifications

• Prior experience in traditional or electronic banking services is required.
• Excellent communication and interpersonal skills are essential.
• Previous sales experience and the ability to work in a team environment are required.

Responsibilities

• Oversee the teller line operations and build member relationships by providing outstanding service.
• Develop schedules to ensure teller coverage and coach staff to maintain accuracy and efficiency.
• Balance cash drawers, process transactions, and ensure proper recording of member activity in the data processing system.
• Cross-sell credit union products and services and support achievement of sales goals.
• Perform duties of MSR when needed and assist in training branch staff.

Skills

Communication skills

Interpersonal skills

Sales ability

Teamwork

Tools

APEX tools

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

HEAD TELLER

All Tellers Mystic, CT, US

4 days ago Requisition ID: 1980

Salary Range: $25.00 To $52.31 Hourly

Be a part of the Charter Oak Federal Credit Union Team!

The Head Teller is responsible for the overall operation of the teller line and building member relationships by providing outstanding service.

Prior experience in traditional or electronic banking services is required. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience and the ability to work in a team environment are essential.

Achieving quarterly sales is an essential component of the position. Employees looking to advance with the organization must consistently meet sales goals.

SUMMARY:

The Head Teller is responsible for the overall operation of the teller line. Coordinates and schedules activities of employees engaged in teller functions, ensuring that work is performed in accordance with established policies and procedures such as: accurately accounting for funds received and disbursed, correctly recording member transactions in the credit union’s data processing system, and providing information to members with respect to their financial and other transactions at the credit union.

The Head Teller will assist with coaching and training the branch employees to help them attain sales goals for the Achieving Performance Excellence objective; ensures the team is providing consistent excellent member experience.

ESSENTIAL DUTIES and REQUIREMENTS include the following. Other duties may be assigned. The following duties can be assigned to a subordinate; however, the head teller must ensure that the tasks have been completed accurately.

• Develops schedules and ensures a complement of tellers is available at all times to provide an adequate level of teller service to members.
• Performs member transactions and other clerical duties.
• The Head Teller will be required to perform the duties of the MSR position when needed.
• Searches records to assist coworkers in locating and reconciling posting errors on member accounts to verify accuracy of transactions.
• Ensures all teller transactions, (cash, checks, other forms of funds) ATM, Recyclers and CDM machines are balanced, reconciled, endorsed, and appropriate GL transactions are completed.
• Assigns duties and examines work for accuracy, neatness, and conformance to policies and procedures.
• Leads the teller staff in member service excellence and sales referrals.
• Cross-sells credit union products and services utilizing APEX tools while in contact with the member.
• Studies and standardizes procedures to improve efficiency of staff.
• Maintains harmony and ensures teamwork.
• Researches and adjusts errors.
• Addresses member and employee complaints with the Office Manager.
• Ensures Teller cash drawer levels are in conformance with limits.
• Holds periodic meetings with staff to review with policy and procedures, including holdup and robbery, regulatory compliance (i.e. Regulation CC) and credit union philosophy.
• Performs all clerical functions related to establishing and servicing deposits, loans and other products and services offered by the credit union.
• Serves as vault teller for the Credit Union, to include ordering cash from the Federal Reserve, verifying cash received, filling teller cash orders, shipping coin, and maintaining vault security.
• Oversees proper availability of daily cash, money orders and travelers checks for the branch.
• Performs Loan Originator duties under Regulation Z by taking applications, and assists a member in obtaining or applying to obtain a loan.
• Investigates teller losses and institutes correction workflow.
• Responsible for member coin processing; machine maintenance and upkeep.

Equal Opportunity Employer Veterans/Disabled.