Job Description

Role: Team Leader ( Bilingual In English and Spanish) 

To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Actively sells credit union products and services to ensure predetermined organizational goal are met. Adheres to company policies and procedures and standard practices. Adheres to Federal and State Laws and Regulations. Actively coaches tellers to performance.

 

Essential Functions & Responsibilities:

 

E 45% To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Actively sells credit union products and services to ensure predetermined organizational goal are met. Adheres to company policies and procedures and standard practices. Adheres to Federal and State Laws and Regulations. Actively coaches tellers to performance.

E 10% Adheres to internal control, security & safety procedures.

E 10% Trains and monitors the work of other tellers; coordinates teller activities. Assists tellers with questionable member transactions and balancing of cash drawers.

E 10% Balances cash drawer and daily transactions.

E 5% Assists Teller Manager in daily operations, including but not limited to, CDMS, ATM, Night Deposit Transactions and Fed Cash Shipments.

E 5% Assists Teller Manager with staff development routines to include coaching and observations. Serves as a Mentor, providing guidance, feedback, and support to new employees during their training period as needed.

E 5% Welcomes members and provides routine information concerning services and directs members to appropriate departments for specific information and services.

E 5% Balances Visa, MasterCard, and Money Order sales to general ledger.

N 5% Performs other related duties as assigned.

 

Performance Measurements:

 

1. Maintains a high skill level among tellers.

2. Provides friendly, professional, personal service to all members.

3. Balances daily in compliance with Teller Balancing Standards

4. Handles at least 150 transactions per day.

5. Balances with a maximum of one posting error per month.

6. Requires some analysis or research to determine the best solution for a limited number of transactions.

7. Gathers information from various sources, comparing and weighing information to make logical decisions.

8. Ensures tellers provide friendly, professional, personal service to all members.

9. Schedules tellers to meet member demands at peak times, at a minimal cost.

10. Displays a positive attitude and professional work performance.

11. Makes rational and realistic decisions in regards to check holds and CRCU Procedures.

12. Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC),  Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.

 

Knowledge and Skills:

 

Experience

One year of similar or related experience. Leadership experience preferred.

 

Education

A high school education or GED.

 

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

 

Other Skills

Must have good communication skills for training other tellers. Proficient computers skills and 10 key. Accurate with numbers and names.

 

Physical Requirements

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.

 

Work Environment

Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potential hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

 

  

This Job Description is not a complete statement of all duties and responsibilities comprising the position.