Lead Teller-Member Service Representative

MARSHLAND CREDIT UNION; College Park (GA); On-site; USD 38,000 - 52,000; Full time

Job summary

Marshland Credit Union is seeking a Lead Teller/Member Services Representative to provide high-quality, personalized service, lead a teller/MSR team, and support branch operations. You will handle routine financial transactions, open accounts, educate members on digital banking, and assist with training and compliance.

Strong communication, confidentiality, and cash handling skills are essential. This role focuses on day-to-day leadership, accuracy, and helping members manage their financial

Qualifications

• Two years teller or member service experience minimum; leadership preferred.
• Strong interpersonal and communication skills; team oriented; detail focused.
• Ability to work in a fast-paced environment and manage multiple tasks.
• Strong cash handling and balancing skills; confidentiality is essential.
• Proficiency with Microsoft Office and digital banking systems; quick learner.

Responsibilities

• Process diverse financial transactions including deposits, withdrawals, transfers, loans, and payments.
• Balance cash drawer daily and uphold cash handling procedures.
• Open and maintain accounts; assist with changes and titling; promote services.
• Lead Teller and MSR duties: train, coach, and provide coverage as needed.
• Ensure compliance with bank policies, security, and regulatory requirements.

Education

High school diploma or equivalent

Tools

Microsoft Office

Digital systems

Job description

POSITION OVERVIEW:

The Lead Teller/Member Services Representative (MSR) serves as a key resource for the branch by delivering high-quality, personalized service to members while providing day-to-day leadership and support to the teller/MSR team. This role performs routine financial transactions and member services while assisting with training, workflow, cash operations, and adherence to Credit Union policies and procedures. The Lead Teller/MSR is expected to lead by example and demonstrate professionalism, accuracy, integrity, and a commitment to improving the financial lives of members.

RESPONSIBILITIES:

Teller Functions:

• Process a variety of financial transactions including, but not limited to: deposits, withdrawals, transfers, loan and credit card payments, cash advances, money orders, and cashier’s checks.
• Balance cash drawer daily and ensure cash handling procedures are followed consistently.
• Identify and report discrepancies, suspected fraud, or security concerns.
• Maintain confidentiality of member information and transactional data.
• Cross-sell Credit Union products and services at the teller line.

Member Services Functions:

• Open new accounts, including checking, savings, certificates, IRAs, and club accounts.
• Assist members with account maintenance, including address changes, name changes, and account titling.
• Order debit cards, process wire transfers, and enroll members in digital banking.
• Educate members on available services and promote usage, including mobile banking and e-statements.
• Assist with fraud reporting, disputes, and account security concerns.
• Make outbound calls to follow up with members or promote new offerings.
• Respond promptly and professionally to member inquiries in person, by phone, or email.

Lead Teller Functions:

• Provide daily guidance and support to Tellers and MSRs and serve as a resource for questions and complex member situations.
• Assist with training and onboarding of new employees and provide ongoing coaching and support.
• Monitor teller workflow and assist with maintaining appropriate coverage and efficient member service.
• Ensure cash handling, balancing, dual control, security, and operational procedures are followed consistently.
• Assist with resolving teller differences and operational issues and communicate concerns to the Branch Manager.
• Assist with opening and closing procedures, vault operations, ATM balancing, and other daily branch functins.
• Promote teamwork, accountability, and a positive member service environment.
• Support branch goals and assist the Branch Manager with daily branch operations as needed.

Compliance and Operations:

• Ensure compliance with federal regulations, including BSA, OFAC, and Reg CC, as well as Credit Union policies and procedures.
• Maintain accurate records of financial transactions, documentation, and correspondence.
• Participate in internal audits, operational checklists, and required training.
• Monitor and protect sensitive member data and secure workstations and cash drawers.
• Report policy violations, security concerns, or operational issues to the Branch Manager.

QUALIFICATIONS:

• High school diploma or equivalent required.
• Minimum of two years teller or member service experience required; leadership experience preferred.
• Strong interpersonal and communication skills.
• Team-oriented with the ability to provide guidance and support to co-workers.
• Excellent attention to detail and accuracy.
• Ability to work in a fast-paced environment and prioritize multiple responsibilities.
• Strong cash handling and balancing skills.
• Proficiency in Microsoft Office and digital systems; ability to learn new software.
• Ability to maintain confidentiality and handle sensitive member information appropriately.