Lead Teller

CDC FEDERAL CREDIT UNION - Atlanta, GA (30+ days ago)3.3


PURPOSE: Assist members by handling all transactions while cross-selling products. Provide exemplary service at all touch points exhibiting CDC FCU’s Core Values, and remembering “Members First”; follow service standards. Contribute to the achievement of CDC Federal Credit Union’s Strategic Goals.

ESSENTIAL DUTIES & RESPONSIBILITIES

SALES & SERVICE

  • Engage the member in a conversation; listen to what they are saying
  • Satisfy member needs by asking probing questions, providing customized solutions, and providing insights to prospects and members
  • Immediately acknowledge members and associates
  • Answer telephone by third ring; return voice mail and respond to email promptly
  • Exhibit a cooperative, positive attitude; treat others in a courteous and respectful manner
  • Follow all service standards established by the credit union
  • Actively participate in all retail meetings, sales promotions and rallies

OPERATIONAL

  • Supervise the activities on the teller line; address basic policy issues, i.e., cell phone usage, internet usage, dress code, etc.
  • Handle teller development through teaching and continuous training after New Associate training is completed in HR/Training
  • Assist tellers in finding cash shortages and outages
  • Handle teller escalations; serve as point of contact for tellers in decision making
  • Ensure use of CDC FCU’s CORE system in maintaining cash assigned, received and disburseProcess deposits to all account; process mail transactions as needed
  • Disburse cash or cashier’s check withdrawals
  • Follow Regulation CC guidelines when placing holds on check deposits.
  • Provide money orders, credit card advances and line of credit advances
  • Receive loan payments
  • Process transfers between accounts and memberships as required
  • Perform check scanning
  • Process night deposit drop transactions; process ATM deposit transactions
  • Assist members with access to their safe deposit box
  • Redeem Savings Bonds
  • Perform each essential responsibility, accurately and timely
  • Provide account information to members
  • Accurately balance cash drawer and checks and verify end-of-day check totals
  • Report out-of-balance situations to the Team Leader immediately
  • Handle Address changes, wire transfer requests, stop payment requests, check orders, name changes, etc.
  • Print statement for members
  • Handle Foreign currency
  • Serve as Notary Public
  • Reset member Internet Banking passwords
  • Set up e-statements, online banking, overdraft protection, and pre-authorized transactions
  • Add/delete joint owners/authorized signors
  • Add payable upon death beneficiaries
  • Open/close accounts; includes minor accounts
  • Order and re-order debit cards
  • Resolve questions and issues promptly
  • Safeguard teller keys and teller stamp
  • Ensure all branch logs are completed accurately and timely

GROWTH AND DEVELOPMENT

  • Be open to improvement and performance feedback
  • Meet with Team Leader to set goals for career growth and on special assignments as assigned
  • Initiate continuous learning and development through internal or external resources
  • Actively participate in all internal and external training as required
  • Cross-train in other job-related responsibilities within the Retail area

PROFESSIONAL TEAM EFFORT

  • Be a team player; help others
  • Partner with other departments to solve member problems
  • Exhibit professionalism at all times
  • Share knowledge

MISCELLANEOUS

  • Understand, respect and adhere to all security, credit union policies and procedures and federal guidelines at all times, i.e., Bank Secrecy Act, Office of Foreign Asset Control and Anti-Money Laundering Regulations, and all other compliance related policies
  • Maintain confidentiality with regard to non-public information about our members, associates and CDC Federal Credit Union
  • Offer a solution or answer to the members; if the answer is no, offer an alternative
  • Recommend process changes for service quality improvement
  • Promote CDC FCU Membership
  • Handle all other duties as assigned

EDUCATION/KNOWLEDGE/SKILLS & ABILITIES

  • High School diploma; some college preferred; 1 year experience at CDCFCU
  • Previous supervisory experience
  • Excellent communication skills, both written and verbal
  • Strong member-service orientation; excellent listening skills
  • Self-motivated and independent, requiring minimal supervision
  • Proficient in problem solving; able to make sound logical decisions
  • Computer proficiency; ability to learn and adapt to new technologies relevant to branch operations
  • Detail oriented with strong organizational skills; strong time management skills
  • Ability and flexibility to respond in a fast paced and changing environment
  • Demonstrate good listening skills
  • Maintain a professional appearance in accordance with CDC FCU's dress code
  • Ensure regular and predictable attendance
  • Physically capable of performing assigned responsibilities.
  • Bondable and have no felony convictions

Reasonable accommodations may be made to enable associates with disabilities to perform essential functionsThis position description is intended to describe the general nature and level of work performed. This is not to be construed as an exhaustive list of responsibilities.

Job Type: Full-time

Experience:

  • Teller: 2 years (Required)
  • Supervisory: 2 years (Preferred)
  • Banking: 2 years (Required)