Description

Job Description

Lead Teller

Category of Employment

Full Time; non-exempt.

Grade 7

WFH Hybrid Elligible

No

Position Purpose

To perform the duties of a Teller, oversee daily teller functions, ensure that all front-line operations are effective and compliance requirements are met, provide coaching to the front-line staff to meet member service objectives.

Reporting Relationships

This position reports to the Branch Manager.

Essential Functions and Accountabilities

•  Handle a variety of tasks including providing excellent member service in all member interactions, helping to resolve member concerns, following procedures to minimize errors and reduce fraud and processing account transactions effectively
• Work under limited supervision, assist with work flow to ensure tellers are successful, consistently balance their cash daily, have great rapport with members and staff
• Engage members in meaningful financial conversations that include understanding what’s important to them, and recommend services, when appropriate, to further improve their financial lives 
• Serve as a role model for other tellers on the team in providing an excellent experience for members
• Follow all policies and procedures required to maintain accuracy, manage risk, prevent fraud, and protect members
• Act as a resource to identify and resolve more complex account servicing issues
• Support the Branch Manager in onboarding and training of new Tellers to the team
• Perform other duties as required by supervisors.

Performance Expectations

• Provide informed, professional and accurate service and support to all members and associates.
• Be knowledgeable about services offered to Credit Union members.
• Provide cheerful, courteous, and efficient service to members.
• Contribute to the overall efforts of the Credit Union in reaching its goals and objectives, which include:
• Providing quality service to Credit Union members.
• Maintaining efficient and productive front-line operations.
• Promote a sales culture within the branch by example. Coach and develop employees to identify cross sales opportunities.
• Demonstrate willingness to achieve professional growth through on-the-job training and educational opportunities.
• Demonstrate willingness to participate in Credit Union related activities.
• Maintain friendly working relationships with management and coworkers.
• To meet/exceed credit union service standards 
• To maintain a dependable record of attendance and timeliness.
• To maintain a professional, courteous, and friendly atmosphere for members and co-workers.

Requirements

Minimum Qualifications

· High school graduate.

Desirable Qualifications

• At least one year member service experience
• Excellent time management skills
• Excellent verbal and written communication skills
• Ability to follow up with others regarding information needed or provided
• Ability to work independently, self-starter, energetic
• Able to handle highly confidential information with discretion
• Detail oriented
• Able to adhere to tight deadlines
• Able to produce high-quality work in an efficient and timely manner
• Demonstrate flexibility and adaptability by being able to discern between conflicting priorities and reprioritize as business needs dictate
• Embraces change

Desirable Traits

• Professional presence.
• Punctual, dependable and cooperative.
• Possess a positive demeanor and cooperative attitude in relations with members and employees.
• Communicates with warmth and compassion while keeping the needs of the business as the primary focus. 

Physical and Mental Demands

Physical activities involve those normally associated with working in an office environment: walking, standing, talking and similar activities.

Vision and hearing requirements, including close vision, ability to distinguish basic colors and/or shades, depth perception ability to adjust focus, ability to hear telephone and/or in-person conversations, and other vision and hearing demands.

Ability to lift objects or exert force in pushing and pulling.

Mental demands, including such requirements as reading documents, analyzing and solving problems, interpreting data or information, using math or mathematical reasoning, learning and applying new information and skills, performing highly detailed work, meeting changing and/or intensive deadlines, constant interruptions, multiple concurrent tasks and interacting with members/coworkers.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Wichita Federal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.