Teller

The Lead Teller I is a limited extension of the Teller Supervisor. He or she will be responsible for indirectly supervising teller staff, at their specific branch, to provide efficient and excellent bank services, as required or requested by the Teller Supervisor and/or Branch Manager. He or she will routinely communicate with the Teller Supervisor and/or Branch Manager/President and VP of Teller Operations. He or she will be responsible for implementing existing policies, procedures, and systems involving teller operations and customer service functions. He or she will coordinate, direct, and assign work and provide scheduling if needed. He or she will be responsible for the smooth flow of the teller line, adequate window coverage. He or she will answer teller questions, resolve more complex problems, and oversee daily balancing if and when needed. He or she will ensures branch operational activities run smoothly and efficiently; provide leadership, mentoring and supervision to all tellers within the branch; promote business for the Bank by maintaining good customer relations and referring customers to appropriate personnel for new services. He or she will perform limited supervisory duties such as give overrides within the branch, review large items, and may also perform in various other capacities, such as new accounts, or safe deposit boxes as needed or designated by management.

Essential Duties

1. Represent the bank to the customer in a courteous and professional manner. Furnishes prompt, efficient, and accurate service in processing transactions.
2. Assumes responsibility for ensuring and performing efficient, effective, and professional teller operations.
3. Ensures that all teller functions are correctly performed and are in accordance with established policies and procedures.
4. Coordinates teller operations by assigning work and distributing workflow, including weekly schedules if requested.
5. Answers teller's questions, solves problems, and assists with complex transactions and sensitive customer relations problems.
6. Explains policies and procedures to tellers and customers as needed.
7. Makes judgment calls for tellers pertaining to cashing and/or accepting checks or drafts.
8. Investigates teller out-of-balance conditions and institutes corrective procedures. Also assists in finding balancing errors, if requested.
9. Ensures that each teller balances at the end of each day and that all monies are secured in accordance with established procedures maintaining dual control.
10. Maintains an inventory of negotiable items for use in the teller area.
11. Attention to detail and excellent communication skills are required.
12. Maintain work area in a clean, neat, and professional appearance and abides by City Bank's dress code.
13. Provides limited supervision and support to all assigned areas of teller operations where services or assistance is needed or requested.
14. May be responsible for opening and closing of branch, this can and will include working some Saturdays.
15. Reinforce the application of superior customer service through his or her example along with appropriate follow through involving customers and employees.
16. Address and respond to inquiries or refer inquiries to the appropriate department or person.
17. Involved in instilling and maintaining positive knowledge of City Bank's products and services through education of the Bank's products and services; assists the organization of the branch, coordinate available resources (e.g. staff, materials, etc.) for maximum results.
18. Consistently apply sound decision making techniques pertaining to inquiries, approvals, requests as they apply to existing policies and procedures; keeps within assigned approval limits and uses these instances as learning tools for employee development.
19. Will give overrides through the Vertex system for their specific branch only.
20. Receive consumer and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts.
21. Maintain vault cash by balancing under dual control, ordering, and selling cash weekly.
22. Reinforce the importance of staying within cash balancing guidelines as defined under the "Teller Difference Policy Statement."
23. Research teller journals to minimize teller differences and errors. Make adjustments to teller and customer accounts as requested or deemed necessary.
24. Perform other duties as necessary to maintain maximum efficiency of the branch.
25. Participate in training sessions or meetings as required by management.
26. Keeps management informed of area activities and of any significant problems.
27. Completes required reports and related documents promptly and accurately if requested.
28. Knows, understands and can located any and all procedures relative to teller operations and customer service functions.
29. See Front Line Teller job description for further duties.

Equal Opportunity Employer/Veterans/Disabled