TELLER SUPERVISOR

Clackamas County Bank

 Teller Supervisor

SUMMARY 

Maintain a high level of professional, friendly, efficient service in all areas of responsibility. Handling customer concerns as quickly as possible.  Help supervise and coordinate activities of personnel involved in performing internal operations in the branch office. Support the smooth and effective operations between the branches and other related departments. Regularly communicate with the operations officer on any issues potentially impacting the operations of the organization. Adhere to banking policy, audit, and banking regulations. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

Customer Contact Skills

-Make and maintain eye contact

-Greet customer by his/her name

-Use customer name during the transaction

-Smile when communicating

-Thank customer as he/she leaves

-Listen for opportunity to cross-sell

Sales/Referrals:

-Sell bank services and refer business to the bank

-Stay current on and support marketing efforts

-Responsible for ensuring that individual calling goals are met

Work Performance

-Meet established attendance standards

-Assist with preparing work schedules/assigning duties to personnel to ensure efficient operation of the branch.

-Help evaluate work for completion, accuracy, efficiency, and balance work between personnel.

-Ensure all work follows audit guidelines and/or standard practices. 

-Offer suggestions to improve efficiency

-Complete and/or oversees monthly, quarterly, semi-annually, and yearly certifications. 

-Assist with compiling and accurately reporting all financial data as required by government regulations. 

-Help monitor branch cash flow for shipping and receiving, balances branch cash

-Demonstrate techniques for establishing priorities

-Help to ensure that the branch follows security guidelines including opening and closing procedures, double custody areas. 

-May conduct staff meetings of operations personnel.

-Confer with subordinate personnel to discuss operational problems or explain procedural changes or practices. 

-Adhere to confidentiality policy

-Dress appropriately and professionally

Supervisory Responsibilities

-Act on behalf of the operations officer and supervise 3-7 employees in the Branch Operations. Carry out Supervisory responsibilities in accordance with the organization’s polices and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; adding input for appraising performance; rewarding and discipling employees; addressing complaints and resolving problems. 

Operations Support

-Assist with prioritizing teller related duties to ensure efficient operation of the branch. 

-Help evaluate work for completion, accuracy; efficiency and assist with locating outages, etc.

-Demonstrate the ability to assume higher check cashing limits.

-Demonstrate the ability to accept limited signing authority 

-When training, present information with enthusiasm 

- They must also be willing to go to other branches and fill in as needed.

QUALIFICATIONS  

To perform this job successfully, this employee must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable any employee with disabilities to perform essential functions.

EDUCATION and/or EXPERIENCE 

Six months to one year related experience and/or training; or equivalent combination of education and experience.

INTERNAL EDUCATION

Keep current on learning about bank services and products.  Successfully complete all assigned reading materials and required compliance training.

LANGUAGE SKILLS 

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.   Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS 

Ability to calculate figures and amounts such as interest rates on bonds, certificates of deposit, percentages, and other bank related calculations.  

REASONING ABILITY 

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS  

While performing the duties of this job, the employee is regularly required to stand (approximately 80% of the day), talk and listen.  The employee frequently is required to walk and reach with hands and arms.  The teller is occasionally required to sit and stoop, kneel, crouch, or crawl.  The teller must regularly lift and/or move up to 50 pounds and frequently lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT  

The noise level in the work environment is usually moderate.

INTERPERSONAL RELATIONS

In this team-oriented environment, the employee regularly interacts with others on the teller row, in customer service, in the branch and in the bank. As an assistant, the employee takes the initiative to see that all the work is completed, helps to research, and solve problems. The employee is also responsible for helping staff the branch adequately, arranging for coverage during lunch and break times, and shifting employees to cover in the event of someone’s absence. The employee should be an example of working effectively with customers and other employees. 

COMPUTER SKILLS

Have an understanding of and be able to apply computer skills to communicate effectively within the organization using word processing to format letters or correspondence; set-up and maintain electronic folders and files; and send/save attachments.  Depending on the position, have a basic understanding of accounting software to develop reports and forms such as spreadsheets/tables etc.

Be able to use email for communication (internal and external), access outside websites as well as interface with the Bank’s network.