BA003 - Lead Teller I
VyStar Credit Union - Jacksonville, FL

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ACCOUNTABILITY STATEMENT

Assists in the coordination and monitoring daily activity of the teller area to ensure tasks are completed in accordance with VyStar policies/procedures and in compliance with Regulation and Currency Transaction reporting. Provides assistance to the Teller Supervisor and assists in on-the-job coaching and training of Teller specialists. In addition, provides efficient, quality Teller service to our members in accordance with applicable federal, state, and local statutes and regulations. Abides by VyStar policies, procedures and Teller balancing standards. Adheres to the Standards of Excellence and behaviors associated with VyStar Excellence. Maintains a professional appearance at all times. The position has opportunity for advancement to a Lead teller II through the Lead Teller Step program.

ESSENTIAL JOB FUNCTIONS

  • Assumes operational responsibility of the teller area in the absence of the Teller Supervisor.
  • Operates under higher authority limits in decision making.
  • Empowered to make decisions and exceptions to Teller procedures when necessary.
  • Balances entries to the system and prepares transmittal of work daily according to procedures.
  • Researches teller and branch out of balances.
  • Ensures branch adheres to daily cash ordering limits.
  • Responsible for ensuring daily branch balancing and closing procedures are followed in accordance with procedures under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Verifies and orders cash to operate department efficiently. Adheres to branch cash operating limit per procedure under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Assists in maintaining cash over & short logs and reports out of balance conditions according to procedure under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Resolves routine member inquires or complaints, researches errors on member’s accounts and within established authority, approving exceptions on transactions or recommending actions under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available..
  • Cash Vault responsibilities as assigned.
  • Responsible for the opening and closing of branch as assigned.
  • Assist supervisor in the ordering, balancing and maintaining vault and working stock for both preloaded Gift Cards and RSVP cards in branch.
  • Assist supervisor with the branch’s safe deposit boxes. Which may include opening, closing, drilling, settling monthly reports, and retention of records.
  • Assists in the daily and monthly balancing and updating of all branch general ledgers.
  • Ensures ATM’s are balanced under dual control and have adequate supplies and currency under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Ensures Night Depository transactions are posted under dual control according to procedure under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Ensures TCD’s and/or TCR’s are balanced under dual control and have adequate supplies of document and currency under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Operates a cash drawer, paying and receiving cash on all types of personal and business transactions. Uses each member contact as an opportunity to cross-sell credit union products and services.
  • Understands and performs major components of the Branch Self Monitoring Program (SMP) under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Incumbent must be alert to the potential of robbery and fraud.
  • Monitor waiting room and assist when necessary under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Monitors daily performance of subordinates providing technical assistance by answering questions regarding VyStar services, policies and procedures
  • Spends approximately 25% of their time coaching and developing teller staff under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Provides on-the–job training for teller specialist. Provides answers to Tellers regarding VyStar services, policies or procedures.
  • Trains, monitors, coaches and develops teller department on a daily basis. Provides on-going training for teller staff as changes are implemented under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Monitors on-the-job training for newly assigned personnel under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Provides input for counseling Tellers on balancing difficulties and makes recommendations for resolution under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Assists with input on verbal and written counseling of Teller Specialists when necessary. Assists in ensuring appropriate documentation of counseling, appropriate documentation of warning and appropriate documentation of action plans under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Communicates with employees to motivate and educate them to enhance their performance under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Monitors the workplace environment for personnel problems and situations that could warrant advising Branch Vice President of pending difficulties under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Routinely conducts teller meetings as needed to ensure staff is informed of new information under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Participates in quarterly up training/coaching programs to ensure incumbent has and maintains the knowledge necessary to be successful in this position under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Assists in creating, implementing and tracking a branch teller referral program under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Assists the Teller Supervisor that all new tellers receive side by side observation during the first week’s of window exposure under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Ensures teller staff is delivering a consistently high level of quality member service. Maintains excellent service levels by inspiring a sense of urgency and effective scheduling under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • Meets periodically with Teller Supervisor to review development of teller department.
  • Assists Teller Supervisor with the preparation and administering of monthly Teller Specialist performance reviews.
  • Assists Teller Supervisor or MRS Supervisor if Teller Supervisor is not available with end of probation and annual performance appraisals for Teller Specialists.
  • Maintains confidentiality when dealing with employee issues.
  • Completes standard or special reports as required by policy and procedure or as assigned by Teller Supervisor/Branch Vice-President under the supervision of the Teller Supervisor or MRS Supervisor/Branch Vice President when the Teller Supervisor is not available.
  • May be placed on the “Call List” to answer phone calls from the Alarm Company. Will not respond to alarms; however, is responsible for notifying the Branch Vice President, MRS Supervisor or RVP when necessary.
  • Will occasionally lift & carry heavy coin and cash boxes weighing up to 50 pounds. Incumbent is expected to follow procedures on the Info Center regarding the proper way to lift heavy objects.
  • Performs other duties as assigned, including member service duties.
“Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.

 Focus Focus your full attention by carefully listening to and observing your client or member
 Connect Consistently be friendly and approachable. Demonstrate you care.

 Understand Listen empathetically and ask questions. (70%/30%)

 Counsel Recommend solutions based on your clients or member’s needs and objectives.

 Advance Ensure that member's expectations were exceeded.

  • Verify necessary follow-up action.
DISCLAIMERS AND WORK ENVIRONMENT

Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.

The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.

Experience and Education:
JOB KNOWLEDGE, SKILLS & ABILITIES

  • Twelve months experience as a VyStar Teller Specialist is desired.
  • Assuming the above prior experience, an incumbent selected for this job would need three to six months to be functional in the job. Two years experience in a financial institution may be substituted for VyStar experience.
  • Well developed communication skills and a congenial attitude in dealing with people are required.
  • Must demonstrate the ability to think logically.
  • Proficient in Microsoft Word and Excel and 10-key skills are desired.
  • Successful completion of Lead Teller CBT’s is required
  • Must have the ability to lift up to 50 pounds.
EDUCATION

  • The minimum formal education required for this position is a high school diploma or its equivalent.

VyStar Credit Union - 2 years ago - save job
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