Lead Teller (Waltham, MA)

BrightBridge Credit Union; Waltham (MA); On-site; USD 42,000 - 56,000; Full time

Job summary

BrightBridge Credit Union in Waltham, MA is seeking a proactive Lead Teller to deliver exceptional member service, process a wide range of transactions, and help build lasting relationships with our local community. You’ll handle deposits, loan payments, ATM balancing, and back-up supervisory duties while coaching tellers and supporting sales goals through cross-selling of credit union products.

The ideal candidate has a high school diploma, 2+ years of cash handling or teller experience, strong

Qualifications

• High school diploma or equivalent.
• Two years of customer/member service or cash handling/teller experience.
• One year in a financial institution in a customer service oriented position preferred.
• Strong interpersonal, written/verbal communication and organizational skills.
• Proven cross sales ability.
• Flexibility of work hours and proven reliability/dependability.

Responsibilities

• Processes a wide variety of transactions for members including, but not limited to: deposits, withdrawals, loan payments, payroll adjustments, bank checks, gift cards, VISA cash advances, IRA deposits/withdrawals in accordance with established Credit Union policies and procedures.
• Consistently develops potential new business by uncovering clues and needs during interactions with members, presenting the benefits of those products/services and referring the member to the appropriate CU partner for fulfillment.
• Assists in all aspects of opening and closing the branch serves as a back-up to the Teller Operations Supervisor or Assistant Branch Manager.
• Is responsible for or participates in the balancing of the ATM.
• Participates in opening and closing the branch.
• Trains or assists in the training of newly hired and regular staff in policies and procedures.
• Provides assistance and coaching to other tellers as needed.
• Prepares the Check 21 deposit for the Branch as needed.
• Orders and verifies the daily currency shipment as needed.
• Maintains and balances a cash vault.
• Balances cash drawer and makes settlement of the day’s activities.
• Ensures cash limits are followed and cash is secure nightly.
• Interacts with members and staff daily in a prompt, effective and professional manner.
• Assists members with accessing safe deposit boxes.
• Answers telephones and directs callers.
• Adheres to Bank Secrecy Act policy and procedures.
• Ability to work some Saturdays and occasional coverage at alternate locations.
• Works towards sale/service goals via meetings and product knowledge training.

Skills

Customer service

Cash handling

Communication

Cross-selling

Reliability

Education

High school diploma

Job description

Join Our Team as a Lead Teller

Location: Waltham, MA | Full-Time

Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We’re looking for a dedicated and motivated individual to provide exceptional service to our Waltham members, helping them navigate our wide range of Credit Union products and services. As a Lead Teller, you'll handle a variety of transactions, from deposits to loan payments, while building lasting relationships with members. Your goal will be to provide top-tier service, uncovering their needs, and guiding them toward the best solutions we offer. If you're a great communicator, enjoy helping others, and are excited about joining a thriving team, we want to hear from you!

Why You’ll Love Working Here

• A collaborative team culture where your contributions matter
• Ongoing training and career development opportunities
• Competitive pay, benefits, and the chance to grow with a supportive organization
• The satisfaction of making a real difference in your community every day

What You'll Be Doing (Your Responsibilities)

• Processes a wide variety of transactions for members including, but not limited to: deposits, withdrawals, loan payments, payroll adjustments, bank checks, gift cards, VISA cash advances, IRA deposits/withdrawals in accordance with established Credit Union policies and procedures.
• Consistently develops potential new business by uncovering clues and needs during interactions with members, presenting the benefits of those products/services and referring the member to the appropriate CU partner for fulfillment. Provides the highest quality member service by listening, communicating, and referring members to appropriate personnel as necessary to meet quarterly goals.
• Assists in all aspects of opening and closing the branch serves as a back-up to the Teller Operations Supervisor or Assistant Branch Manager.
• Is responsible for or participates in the balancing of the ATM.
• Participates in opening and closing the branch.
• T rains or assists in the training of newly hired and regular staff in policies and procedures. Focuses on cross-training to develop sales and skills.
• Provides assistance and coaching to other tellers as needed.
• Prepares the Check 21 deposit for the Branch as needed.
• Orders and verifies the daily currency shipment as needed.
• Maintains and balances a cash vault.
• Balances cash drawer and makes settlement of the day’s activities in accordance with Credit Union policies and procedures.
• Ensures that cash limits are consistently followed as per established Credit Union procedures, cash is kept secure at all times and locked in the vault each night.
• Interacts with members and staff on a daily basis in a prompt, effective and professional manner.
• Assists members with accessing their safe deposit boxes.
• Answers telephones, provides information and/or directs caller to appropriate department/employee.
• Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
• Ability to work some Saturdays during the month and occasionally provides temporary coverage in alternate locations for an unplanned absence situation.
• Works towards achieving sale/service goals by attending department meetings, on-on-one meetings, and product knowledge and selling skills training on an ongoing basis.
• Performs additional duties as requested.

What We’re Looking For (Your Qualifications)

• Minimum of high school diploma or equivalent is required.
• Minimum of two years customer/member service or cash handling/teller experience required.
• Minimum of one year in financial institution in a customer service oriented position preferred.
• Strong interpersonal, written/verbal communication and organizational skills.
• Demonstrated ability to deal effectively with members and staff are essential.
• Basic math skills; familiarity with keyboard/personal computer; customer/member service skills; effective written and verbal communication /interpersonal skills and data entry skills required.
• Proven cross sales ability required.
• Flexibility of work hours and proven reliability/dependability required.