Lead Teller

**Location:** 4525 Sunset Road Charlotte, NC 28216 **Job Grade:** 7 **primary functions:** Responsible for assisting tellers and maintaining/monitoring internal controls within branch teller operations. Ensure adherence of established Member Service Expectations, along with monitoring, scheduling, and evaluating tellers to ensure a smooth and orderly operation of the teller line and related functions. **responsibilities:** - Perform all duties as defined in the teller job description. - Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions. - Create positive and engaging culture for teller line and branch. - Serve as vault teller, balance lobby ATM and coin machine daily. - Manage vault cash in sole control, including cash orders, shipments, and mutilated money and maintain vault cash inventory. - Perform surprise cash audits of tellers as directed by Branch Manager. - Ensure that all negotiable and confidential records and cash drawers are properly secured in vault. - Provide tellers with transaction overrides within Lead Teller limits. - Ensure each teller balances daily and provide assistance to locate any differences. - Ensure any out of balance conditions are properly handled and reported. - Knowledgeable of disaster recovery plan and post-disaster procedures. - Ensure compliance with Branch Internal Review. - May be required to maintain active notary certification. - Ensure that the appearance of the teller area and personnel are neat, organized, and in accordance with Credit Union policy. - Ensure tellers understand role and procedures in the event of robbery and post robbery procedures. - Work with Branch Manager to ensure tellers are trained and cross-trained in all phases of their job(s) to ensure quality service to membership. - Assist with escalated member issues. - Educate members on the features and benefits of credit union products and services. - Collaborate with and provide input to the Branch Manager to evaluate job performance of the tellers. - Comply with all federal regulations, credit union policies and procedures, including Bank Secrecy and the USA Patriot Act. - Perform job duties in accordance with the Credit Union's values, mission and vision. - Perform other duties as assigned. **minimum requirements:** - High School diploma or equivalent. - Six months retail teller or retail experience preferred. - Excellent communication and interpersonal skills and a desire to interact with members. - Ability to handle high volume of transactions accurately and efficiently. - Must have basic computer skills and ability to use Microsoft Outlook.