Lead Teller

WaterStone Bank; Waukesha (WI); On-site; USD 40,000 - 55,000; Full time

Job summary

WaterStone Bank is seeking a Lead Teller for their Waukesha branch. This leadership role involves directing daily operations in the teller area, ensuring excellent customer service, and managing transactions. Qualified candidates should have strong cash handling and customer service skills, along with experience in a supervisory role.

Benefits

Medical, Dental, and Vision Insurance

401(k) matching

Employee Stock Ownership Plan

Paid Time Off

Paid Holidays

Flexible Spending Account

Qualifications

• 1-2 years of cash handling and customer service experience required.
• 1 year of lead/supervisor experience preferred.
• High School Diploma required; higher education preferred.

Responsibilities

• Process customer transactions accurately while complying with policies.
• Lead by example in customer service and sales referrals.
• Train staff and assist in operational processes.

Skills

Customer Service

Cash Handling

Relationship Building

Education

High School Diploma or GED

Associate or Bachelor’s Degree in Business

Job description

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Job purpose for Lead Teller position:

The Lead Teller position is a leadership role in the branch that directs the daily administrative and operational functions of the teller area, including dotted line supervision of the teller staff. This includes training staff on operations, ensuring adherence to policies and procedures, making judgement decisions related the customer transactions and interactions, and coaching to quality conversations that lead to referrals to solve for our customer’s needs. The Lead Teller leads by example in maintaining and deepening customer relationships, providing superior customer service and referring bank products and services. The Lead Teller is responsible for the operational integrity of the branch, along with the Community President and/or Assistant Manager of the Branch and may be called upon as the acting manager in the absence of a Community President, in offices without Assistant Managers.

Job Details

Description

Job purpose for Lead Teller position:

The Lead Teller position is a leadership role in the branch that directs the daily administrative and operational functions of the teller area, including dotted line supervision of the teller staff. This includes training staff on operations, ensuring adherence to policies and procedures, making judgement decisions related the customer transactions and interactions, and coaching to quality conversations that lead to referrals to solve for our customer’s needs. The Lead Teller leads by example in maintaining and deepening customer relationships, providing superior customer service and referring bank products and services. The Lead Teller is responsible for the operational integrity of the branch, along with the Community President and/or Assistant Manager of the Branch and may be called upon as the acting manager in the absence of a Community President, in offices without Assistant Managers.

Duties And Responsibilities For Lead Teller Position

• Effectively process customer transactions with a high level of integrity, accuracy and knowledge, while operating in full compliance with internal policies/procedures, as well as applicable regulations/laws.
• Build and maintain customer relationships by providing an unparalleled customer experience as set forth in WSB’s Mission and identifying customer needs, promoting current promotional offers and referring customer to Bankers and other lines of business (i.e., Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services) for further assistance with bank products and services.
• Lead by example by meeting or exceeding performance metrics including, but not limited to customer experience, referrals, and operations.
• Assist Branch Management in maintaining and deepening retail banking relationships through relationship building calls and activities to meet sales and branch growth goals.
• Assist Branch Management with administrative and operational processes, activities and workflow procedures for the front-line staff, ensuring all customers are assisted promptly, professionally, accurately and appropriately.
• Acts as primary source for teller questions and assist Branch Management with the training and development of employees.
• Maintain knowledge of WSB’s core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
• Answer customer questions and resolve related account issues, including phone and in-person.
• Other duties as assigned.
  
  

Experience

Qualifications for Lead Teller position:

• Required: 1-2 years of cash handling and customer service experience
• Required: 1 year of lead/supervisor experience and/or 6 months branch banking experience
• Preferred: 2-3 years of lead/supervisor experience and1 year branch banking experience
  
  

Education

• Required: High School Diploma or general education degree (GED)
• Preferred: Associates or Bachelor’s Degree in business or related field
  
  

Benefits For Full-Time Position

• Outstanding Medical, Dental, and Vision Insurance
• 401(k) matching
• Employee Stock Ownership Plan
• Paid Time off
• Paid Holidays
• Flexible Spending Account
• And so much more!
  
  

Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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