Teller Manager I- Lynngate (Req#2728)

Posted: 08/06/2024

Banking

Location: Lynn, MA
Job Schedule: Full Time

In addition to personally performing routine teller duties, and under the direction of the Branch Manager and Assistant Branch Manager, manages the daily operations of a mid-to-large sized banking office teller line to include individual performance assessments for a staff of tellers. Identifies potential financial needs for customers and prospects and based on that identification, personally makes referrals to the platform and coaches' tellers on the referral process so that they also participate.

Management responsibilities include setting and communicating performance standards, establishing strategies and employing tactics to achieve success, and coaching teller staff. May also participate in the recruitment and interview processes for new tellers.

Acts in a management capacity with regards to reviewing and approving certain transactions above the limits and authority levels of teller staff. Maintains direct control of cash within prescribed limits and charged with mastering use of the cash forecasting system in an effort to maximize availability while minimizing risk.

Following established policies and procedures, also personally performs routine teller duties as outlined:

Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts
Cash checks for customers and non-customers
Process and properly record the sale of monetary instruments (i.e. official bank checks)
Process foreign currency purchases and sales
Redeem savings bonds
Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
Process various types of loan payments
Assist with providing customers with access to safe deposit area

Actively engages in the sales process by identifying potential financial needs for customers and non-customers alike and makes appropriate referrals of such leads to the platform staff for follow-up. Also manages the tellers’ participation in the referral process through monitoring and coaching.

Balancing policy and procedure with appropriate judgement, makes decisions that are mutually beneficial to the bank and the customer. If written policy is unclear or there is any uncertainty, the teller manager should seek guidance from his/her assistant branch manager, branch manager, regional manager, or if necessary, Retail Administration.

Qualifications:

Enthusiastic individuals with strong interpersonal skills and a desire to be in the ‘customer service’ business are key requirements for this role.
Basic business acumen and professionalism is a must.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to build relationships and strong alliances across the organization is crucial.
Ability to quickly learn and fully understand the regulatory and policy requirements related to teller and branch operations to ensure compliance.
Incumbent must be outgoing, have excellent customer service skills and the ability to work in a fast-paced environment.
Individual should be a self-starter and be technically literate.
High school diploma or equivalent
1-2 years of banking or related job experience required
1 year supervisory experience required

Working Conditions:

Must be able to remain in a stationary position for long durations of time without a break.
Incumbent must be able to transport items weighing 15 pounds or more.