Head Teller Job Description
Head Teller Duties & Responsibilities
To write an effective head teller job description, begin by listing detailed duties, responsibilities and expectations. We have included head teller job description templates that you can modify and use.
Sample responsibilities for this position include:
Head Teller Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Head Teller
Typically a job would require a certain level of education.
Employers hiring for the head teller job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in General Education, Education, Leadership, Associates, Financial Services, Graduate, Communication, Management, Administration, Real Estate
Skills for Head Teller
Desired skills for head teller include:
Desired experience for head teller includes:
Head Teller Examples
Head Teller Job Description
- Accurately process various financial transactions including checks/cash for deposit, conduct withdrawals, issue receipts, and record transactions in the system
- Assist with daily proof, monthly financial center audits, act as Vault Teller, prepare and receive cash shipments, replenish ATM
- Complete Currency Transaction Reports (CTRs) and report suspicious activity
- Assumes some supervisory control over the tellers, by planning work schedules, distributing and monitoring teller's cash, investigating teller differences, assisting tellers in balancing daily proof, handling more complex customer transactions and training tellers in new procedures
- Ensures adequacy of Branch cash for daily transactions by ordering, shipping currency, coin controlling and distributing cash to tellers within prescribed limits
- Prepares and maintains daily and monthly teller related reports and logs
- Utilizes technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machine and support customers in use of Coin Machines
- Ensures that dual control procedures are followed
- Oversees sales referral process and coaches teller staff
- Provides feedback on teller performance to Branch Service Manager for performance evaluation completion
- Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
- Demonstrates competency and accountability with Store operational standards
- Ensure integrity of operation standards and efficiencies
- One year of Teller experience (Trustmark Teller experience preferred)
- Head Teller experience preferred
- Ability to meet minimum standards of Teller Assessment test
Head Teller Job Description
- Will supervise and coordinate activities of Tellers to ensure department efficiency and accuracy
- Holding Tellers accountable to their job description and provide the training needed to meet expectations
- Assign department duties & work schedules to tellers to ensure efficient departmental functioning
- Receive and review monthly time cards prior to submitting to branch manager
- Supervise tellers
- Perform normal teller duties on a daily basis
- Ensures that the teller stations are properly stocked with forms, supplies
- Reports malfunctions of teller terminals and other equipment used at the teller stations
- Supervises the daily operation of the teller line
- Makes check cashing decisions above set teller limits
- Experience as a Supervisor, Team Lead or Head Teller a plus
- Detail oriented with good mathematical aptitude
- Must be eligible for employment under regulatory standards applicable to the position
- High School Diploma or GED and a minimum of two years teller experience
- Complete Teller School
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, internal and external training programs, online
Head Teller Job Description
- Orders and maintains an adequate level of vault cash to meet branch demands
- Maintains a cash drawer not exceeding specified limits
- Conducts Teller transactions such as deposits, withdrawals, cash advances, payment processing, and check issuance
- Assists customers with general servicing inquiries via in person and over the phone
- Conducts audits of all the teller drawers and processes on the teller platform
- Supervisor overrides and assists with supervisor on duty assignments
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- Researches/Directs/Assists in ensuring consistent movement of work flow
- Mentors/Coaches all Tellers to ensure they are fully trained on Teller responsibilities
- Provides coaching in response to changes within Teller policy/procedures
- Ability to manage time, resources and personnel
- Working knowledge of principles and practices of supervision, training and performance evaluation
- A.A or Bachelor's degree preferred but not required
- 2-3 years Teller experience required
- Provides a variety of customer service and assistance functions effectively and efficiently
- Processes transactions promptly and timely
Head Teller Job Description
- Supervise and coordinate activities of Tellers to ensure departmental efficiency and accuracy
- Staff, motivate, supervise and manage all Tellers
- Simultaneously hold Tellers accountable to their job descriptions and provide the training needed to meet those expectations
- Assign departmental duties and work schedules to workers to ensure efficient departmental functioning
- Receive and review monthly Departmental time cards prior to submitting to Branch Manager
- Consistently go above and beyond typically expected work schedule to accomplish what is needed for the benefit of the Teller Department
- Serve as a role model for Tellers with regards to effective communication, respect for others, ability to work with others, and dedication to both the Teller Department and Credit Union as a whole
- Maintain positive and mentoring relationship with all Tellers
- Implement appropriate Teller suggestions to improve Teller Department processes and procedures
- Approve invoices for payment or follow deposit withhold procedures
- Maintains and balances own cash drawer daily
- Opens and closes main vault daily, controls cash in vault and distributes daily cash to Tellers according to policy and procedure
- Supervises all aspects of the Teller Line, maintains cash supply for the branch and ATM, ensures Teller accuracy , assist Tellers with more complex customer transactions
- Ensures the integrity of Teller Line security and adherence to cash drawer limits
- Ensures that the branch has an adequate cash supply, orders and ships currency, prepares currency shipments and verifies money shipped to the branch
- Participates and supports the internal branch sales initiatives and goals
Head Teller Job Description
- Address and resolve Member complaints
- Examine Tellers daily transactions for accuracy
- Allow Members access to Safe Deposit Boxes, following specified procedures
- Monitor and review financial institution's security procedures and control access to vault
- Ensure departmental adherence to all Federal, NCUA and BSA guidelines and regulations (including, but not limited to, establishing and overseeing all dual controls, and satisfactorily completing quarterly audits)
- Comply with all BSA requirements as stated in the BSA Policy
- Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement and enters deposits into the computer system
- Greet and service clients in a friendly and courteous manner
- Cash checks, process withdrawals and pay out money after verification of signatures and customer balances
- Place hold on accounts for uncollected funds and transfer funds between accounts when requested by clients
- Monitors and/or ensures compliance with federal and State laws and regulations
- Minimum two years of increasingly responsible experience in teller related function, including formal teller training
- Proficient computer operation skills and ability to operate standard office equipment
- Prior Store operations experience preferred
- Maintains current HR and Retail Leadership training requirements
- Sound judgment in decision making and problem solving