Lead Teller

Description

Summary/Objective: The Lead Teller performs normal Customer Service Representative (CSR) duties on a daily basis and assists in the training of CSRs on all aspects of branch operations. This position models exceptional customer service and provides basic information through counter-based transactions. Identifies cross-sell opportunities and refers customer to appropriate team member. In the absence of the Retail Manager, responsible for the efficient operations of the teller line and compliance with federal and state regulations as well as bank policies and procedures. The required hours are Monday – Friday from 7:15 am to 4:00 pm and two Saturdays per month from 8:00 am to 1:00 pm.

Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Greets customers and facilitates a welcoming and customer-focused environment.
• Processes routine customer transactions and assists other CSRs with questions and more complex transactions. Assists CSRs in locating cash discrepancies, unusual window transactions, and answers difficult customer questions.
• Generates new business through referrals and suggestions of bank products and services that would benefit each customer. Demonstrates how to most effectively identify these opportunities with the customers they service.
• Provides on-the-job training for CSRs as needed to ensure procedures are understood and executed properly to adhere to internal controls.
• Responds to customer inquiries and concerns and creating positive solutions.
• Maintains money shipment vault cash and accepts cash from teller operations personnel. Balances the vault daily and maintains cash limits. Upholds the standard for managing the vault and assists with training CSRs on vault duties as necessary.
• Complies with all regulatory requirements and ensures that appropriate documentation is completed. 
• Follows bank policies and procedures.
• Attends training as required by Exchange Bank as well as support the overall compliance program by complying with all laws, policies and procedures.
• Performs other relevant duties as assigned.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Qualifications

Required Education and Experience:

• High school diploma or equivalent.
• One to two years of related experience and/or training, or equivalent combination of education and experience.
• Satisfactory completion of an in-house training program (if available) or other approved training program.
• Proficient with all Microsoft applications (Word, Outlook, Excel etc.)

Preferred Education and Experience:  

• Associate degree or bachelor's degree from four-year college or university.
• Jack Henry experience.
• Good communication and excellent sales abilities.
• Good knowledge of all retail financial institution products and services.

AAP/EEO Statement

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.