Job Description
Job Description
SUMMARY
Coordinate and supervise all aspects of teller operations within the branch, ensuring the daily activities of the tellers are performed in a timely, accurate and courteous manner. Guide and advise tellers in the handling of member needs. Assist in resolving member complaints, assist with complex transactions and teller discrepancies.
BENEFITS SUMMARY
- Paid holidays; closed on Sundays
- Paid vacation, earned sick/personal time, paid bereavement leave, paid family/medical leave, short term/long term disability
- Medical/dental insurance, vision plan (effective 1st of month after date of hire)
- Medical deductible reimbursement program
- Group term life/AD&D insurance; supplemental voluntary life/AD&D insurance (effective immediately)
- Safe Harbor 401(k) plan provides up to 3% matching contributions, and an additional 3% safe harbor company contribution once you have met the plan eligibility requirements.
- Tuition assistance (up to $4500/yr; approval required), employee referral program ($250 referral bonus per referral; approval required)
- Benefits are subject to change, and subject to employee eligibility requirements. Please contact Human Resources for current information.
AUTHORITY AND REPORTING RELATIONSHIP
The Retail Services Supervisor (RSS) reports to the Branch Manager and is responsible for supervising all tellers at the branch level.
AMOUNT OF INDEPENDENT ACTION OF THE POSITION
Approval is required when a solution is not within normal policies and procedures.
ESSENTIAL DUTIES AND RESPONSIBLITIES:
- Supervise teller staff, and assist in the coaching, training and the development of tellers.
- Assist tellers in solving member problems, serving as an operational reference.
- Investigate teller losses, and institute corrective action as necessary.
- Schedule work hours and breaks for all tellers.
- Responsible for on-the-job training of new tellers; provide general performance input to the Branch Manager.
- Ability to perform teller duties, to include balancing own cash drawer, processing money orders, cash advances, loan payments, cashing checks, etc.
- Actively participate in exploring and uncovering financial solutions for our members as a service culture consistent with the Credit Union's business plan goals, and encourage other tellers to meet or exceed goals, as necessary.
- Research and resolve member inquiries by way of telephone, written correspondence or in person.
- Assist member services when needed.
- Verify validity of checks and cash received.
- Place appropriate holds on all checks in accordance with applicable policies and regulations.
- Maintain a mastery of the credit union’s current operating system for financial transactions.
- See to the accurate completion of required audit logs.
- Adhere to, and help enforce, all security procedures as well as other departmental policies and procedures.
- Maintain and secure all negotiable instruments in the branch. Order and conduct cash management duties, to include ordering cash for the branch and maintaining vault cash.
- Audit ATM, as well as cash drawers, on a monthly basis, according to policy.
- Balance and verify receipt of incoming cash orders for the branch. Balance and add cash to ATM. Record and process ATM deposits.
- Make exceptions to policy as appropriate and within authority.
- Fill out CTR reports when needed. Assist and review all teller CTR reports.
- Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including Member Identification Program for new members, accurate completion of new account activity profile, identifying high risk accounts at account opening, and reporting suspicious activities to the BSA Officer. Accurate completion of CTR, Monetary Instrument log, and reporting of suspicious activities to supervisor.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
QUALIFICATIONS
- High school graduate or GED. Bachelors preferred or some coursework/certificates in banking.
- Ability to use a computer, navigate the internet, and use common software applications like Microsoft Office (Excel, Word, Outlook, etc.) is required.
- Minimum of three (5) years of customer service experience is required.
- Minimum of two (2) years of supervisory experience is preferred.
- Prior experience working in banking or financial services is preferred.
COMPETENCIES
- Strong supervisory skills and the ability to motivate others.
- Positive, professional business relationships within the credit union.
- The ability to work independently and take-on additional projects as assigned.
- The ability to meet deadlines.
- Strong organizational skills.
- Excellent oral and written communication skills.
- A strong commitment to achieving personal growth and success.
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to type, file or lift office supplies up to 15 pounds. The employee is frequently required to sit, stand, walk, bend, talk, hear, use hands to finger, handle or feel; and reach with hands and arms.
EEOC STATEMENT
New Bedford Credit Union (NBCU) is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.
It is the policy of NBCU to not discriminate against applicants and individuals with disabilities and, when needed, to provide reasonable accommodation to applicants and employees who are qualified for a job, with or without reasonable accommodation, so that they may perform the essential job duties of the position. If you need accommodation to perform the essential functions of your position, please contact Human Resources directly.
