Teller Supervisor

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You are both an employee and a member of a credit union when you work for Coloramo FCU. At Coloramo FCU, we care about your well-being just as we do our membership, and you get all the benefits of a credit union member and an employee.

POSITION PURPOSE

Responsible for implementing existing policies, procedures, and systems involving cashiering operations, member service functions, and security procedures. Coordinates, directs and assigns work of Relationship Advisors. Answers transaction and account questions, handles complex transactions and problems, and oversees balancing. Responsible for smooth flow of member transactions, optimal window coverage, and general training of Relationship Advisors. Oversees provision of a full range of services to existing and prospective members. Ensures members are promptly and professionally served. Handles difficult member situations when needed. Acts as a Teller when necessary and actively promotes Credit Union services and products. Keeps management informed of area activities. Ensures Core Values are being followed by all employees, including the Operations Supervisor.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Supports Management goals and decisions in a positive, professional manner.

2. Leads by embodying the Credit Union’s Core Values and demonstrates consistency, integrity and professionalism, both in appearance and demeanor.

3. Cultivates a branch culture of communication and inclusiveness, while maintaining our mission to “Make is Easy, Make if Valuable and Make them Experts.”

4. Assumes responsibility for ensuring operations are performed efficiently, effectively, professionally, and according to established policies and procedures.

a. Ensures Teller functions are accurately performed in accordance with established polices and standards. Ensures security procedures are followed. Monitors and enforces Teller drawer limits. Buys and sells cash from Tellers as needed.

b. Coordinates operations by assigning duties, monitoring workflow, scheduling lunches and breaks, and approving time off requests. Identifies and resolves staffing problems to ensure members have minimal wait times.

c. Makes judgments for Tellers, approves transactions, or gives overrides (within limits of authority) pertaining to cashing and/or accepting checks or drafts, verification of identity, funds availability, etc.

d. Supervises and monitors daily Teller balancing process and investigates out-of-balance conditions. Assists Tellers in finding and correcting balancing errors. Ensures monies are secured daily in accordance with established procedures. Institutes corrective procedures when balancing records fall below acceptable levels.

e. Performs daily balancing of vault and ATM according to established procedures. Monitors and maintains cash supply at appropriate levels. Orders, dispenses, and ships cash.

f. Handles setting of vault clocks and alarms according to established procedures. Participates in opening/closing procedures of the Branch.

g. Ensures adequate supply of cashier's checks, receipts, and other negotiable items.

h. Performs basic Teller duties as needed. Handles more complex transactions such as teller’s checks, large currency, and commercial currency or change orders, etc.

i. Ensures all Tellers are following the Core Values set forth by the Credit Union; the employees will be held accountable to follow these values and to meet their goals and deadlines.

5. Assumes responsibility for ensuring and effectively performing member service functions.

a. Ensures member service functions are performed in accordance with established policies and standards. Quickly and professionally handles instances where policies are not followed. Provides additional training as necessary.

b. Trains and encourages Relationship Advisors to greet members courteously and perform member service functions in a professional manner.

c. Professionally deals with upset members, listens to complaints, performs necessary research, and takes steps to gain member satisfaction. Handles complex member requests, transactions, problems, and questions or refers appropriately. Explains policies and procedures to members as needed.

d. Performs member service functions as needed such as renting or granting access to safe deposit boxes, sends check orders for processing and stop payments. Performs file maintenance as needed.

e. Actively promotes Credit Union products and services. Informs members of Credit Union policies and services, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services. Works to achieve personal referral goals and leads growth efforts of Relationship Advisor staff. Participates in meetings as required.

f. Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.

6. Effectively observes area personnel, ensuring optimal performance.

a. Provides leadership to personnel through effective objective setting, delegation, and communication. Effectively motivates and encourages Relationship Advisor staff to follow policies and procedures and meet goals.

b. Ensures personnel are well trained, effective, and optimally used. Provides instruction regarding policies, procedures, services, and product offerings. Guides and assists new employees through orientation and new-hire training. Schedules additional training opportunities as appropriate.

c. Assists Branch Relationship Manager with ongoing feedback regarding Relationship Advisor employee performance.

7. Assumes responsibility for establishing and maintaining effective communication and coordination with Relationship Manager(s) and branch personnel.

a. Effectively communicates policy/procedure changes, security measures, product details, and other relevant Credit Union information to staff. Ensures staff members have the opportunity to ask questions and gain adequate understanding of information.

b. Keeps Relationship Manager informed of area activities and of any significant problems. Provides suggestions and input for policy/procedure changes, improved member service, and/or greater account retention.

c. Completes required reports and related documents promptly and accurately. Ensures reports are made and submitted according to established regulations and deadlines. Handles special reporting as requested.

d. Attends and participates in meetings as required.

8. Assumes responsibility for related duties as required or assigned.

a. Ensures work areas and equipment are clean and well maintained.

b. Performs procedures for opening and closing of operations, including vault and alarm.

c. Replaces Relationship Advisors or other Branch personnel as needed.

d. Performs clerical functions such as account research, filing, and answering of telephone calls as required.

e. Responsible and required to follow and be compliant with all BSA guidelines.

PERFORMANCE MEASUREMENTS

1. Teller functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.

2. Security procedures are followed by Relationship Advisor staff. Problems relating to security measures are handled quickly and professionally. Procedures for alarms, clocks, and opening/closing of Branch are followed.

3. Teller drawers, vault, and ATM monies are balanced daily, and any discrepancies promptly resolved. Teller transaction levels, balancing records, errors, etc. are in line with Credit Union standards. Problems relating to these items are handled appropriately.

4. Personal product and services goals are met, and promotions are supported. Relationship Advisor staff is trained and motivated to achieve cross-sell and promotional goals.

5. Relationship Advisors are appropriately trained and supported. Workflow, work assignments, lunches, breaks, and time off are effectively scheduled.

6. Good business relations exist with members. Member problems or questions are courteously and promptly resolved. Member account information is kept confidential.

7. Good working relationships, communication, and coordination exist with area personnel and with management. Management is appropriately informed of area activities.

8. Required reports and records are accurate, complete, and timely.

9. The Credit Union’s professional reputation is maintained and conveyed.

10. Core Values set forth by the Credit Union are being followed by all employees, including the Operations Supervisor.

QUALIFICATIONS

Education/Certification: High school graduate or equivalent.

Teller Training certification completed and passed.

Required Knowledge: A thorough knowledge of Teller operations and procedures, and security requirements.

Basic understanding of Credit union operations, including opening and closing accounts, loans, IRAs, safe deposit box process, and certificate procedures.

Understanding of Credit union philosophy.

Knowledge of basic accounting.

Experience Required: Minimum of two to three years of experience as a Teller at a full-service financial institution.

Skills/Abilities: Excellent communication skills.

Excellent supervisory and training abilities.

Strong member service skills.

Ability to resolve conflicts.

Ability to understand, interpret, and enforce policies and procedures.

Professional appearance, dress, and attitude.

Solid math skills.

Ability to operate related computer software and business equipment including 10-key, money counters, online Teller terminal, shredder, personal computer, microfiche reader, fax machine, and telephone.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Average Hearing: Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.

Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Physical Strength: Light work; exerts up to 30 lbs. occasionally and/or up to 10 lbs. frequently.

WORKING CONDITIONS

None: No hazardous or significantly unpleasant conditions (such as in a office).

Job Type: Full-time

Pay: $22.55 per hour

Benefits:

• Employee discount
• Health insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $23