Teller Lead - Blue Sky Bank : Job Details

Job Type Full-timeDescriptionJoin Blue Sky Bank's Dedicated Team as a Teller Lead!About Blue Sky Bank: For over a century, Blue Sky Bank has stood as a beacon of excellence in the banking industry. Our unwavering commitment to fostering a culture where employees thrive has been pivotal in our continuous growth and success. We believe in creating an environment where hard work, positivity, and professionalism are celebrated.Why Choose Us:

• Empowerment and Growth: Join a team that values your skills and offers opportunities for professional advancement within a supportive and collaborative work culture.
• Community Engagement: Contribute to a bank that actively participates in community initiatives, making a meaningful impact beyond banking.
• Innovation and Excellence: Be part of a forward-thinking organization that encourages new ideas and champions innovation in the banking sector.

SUMMARYA Teller Lead is responsible for organizing and coordinating banking services by managing a Teller Team to deliver exceptional customer service. A Teller Lead ensures the highest level of client relations and service as well as fosters the Bank's service culture and Core Values, Mission, and Vision through mentoring, coaching, and motivation of Teller Team while leading by example.PRIMARY RESPONSIBILITIESPerforms the job duties and responsibilities of a Teller Lead:

• Recruits, interviews, and on-boards new hires of the Teller Team.
• Provides exceptional customer service and oversees the customer service provided by the Teller Team ensuring consistency and excellence.
• Creates and manages the work schedules of Teller Team, including but not limited to timely creating and publishing schedules, approving and editing time punches, approving or denying requests for time off from work, Paid Time Off in Paylocity, etc.
• Monitors daily operations of Teller Team to ensure processes as well as supervises the execution of the Teller Team's daily tasks.
• Optimizes performance of Teller Team through timely mentoring, training, supervision, delegation of duties, establishing clearly defined responsibilities and performance expectations, accountability, recognition, and disciplinary action when necessary while assuring full compliance with all policies and procedures. Collaborates with and keeps Retail Regional Manager and Human Resources apprised of Teller Team performance issues.
• Actively trains and assesses the Teller Team's development notifying Retail Regional Manager of all possible career advancements.
• Assists the Retail Regional Manager to prepare, create, and provide timely and accurate 90-Day and Annual performance reviews of Retail Team.
• Maintains a cohesive, well-trained, and motivated Teller Team to successfully meet the Retail Department's demands.
• Establishes/develops daily monitoring system for tracking client transaction activity, catalogues risk or loss situations when those occur, and creates a notification process to maintain management awareness.
• Leads and holds weekly Teller Team meetings.
• Leads and holds quarterly individual meetings with Teller Team.
• Makes NSF decisions.
• Assists with CDARS.
• Generates forms withing DepositPro.
• Orders daily cash requirements.
• Orders supplies for bank branch.
• Works with the Retail Regional Manager and Retail Coordinator to ensure that Teller training and procedures are current.
• Stays current on Teller/Retail policies, procedures, and training.
• Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
• Compiles and submits requested audit information.
• Oversees processing of banking activities to ensure accuracy, timeliness, and accountability are followed.
• Collaborates with Retail Regional Manager to develop best practices for successful banking operations.
• Performs responsibilities during Bank hours by being physically present at the Bank an average of 40 hours each week based on banking needs.
• Travels between branches as needed.
• Performs other responsibilities as assigned by management.

Satisfactorily performs the job duties and responsibilities of a Universal Banker I (Teller I):

• Performs Universal Banker (Teller) duties and organizes balances and proofs cash daily to maintain accurate account transactions processed.
• Performs Retail Banking Employee Development: The Guide to Retail Career Pathing responsibilities and duties for Universal Banker I.
• Identifies payees and verifies signatures and endorsements.
• Maintains bank accounts by ordering checks and debit cards.
• Enters data into appropriate Retail logs.
• Assists customers with Digital Banking related questions.
• Uploads required retail documents into appropriate systems.
• Utilizes SharePoint as a resource for policies and procedures.
• Identifies whether an item requires that a hold be placed and follows procedures to place the hold.
• Greets customers when they walk in the door or arrive at the drive thru and thank them for their business.
• Provides professional and excellent customer service by promptly handling inbound and limited outbound calls for various bank branches and promptly assisting branch customers. Explains bank services, answers questions, and resolves account problems within their Retail Banking responsibilities ensuring customer satisfaction. Refers questions and problems beyond their Retail Banking responsibilities to the Teller Lead, Senior Retail Lead, Retail Regional Manager, or the correct department.
• Attracts and retains customer relationships by providing accurate and timely customer service.
• Assists with scanning and indexing.
• Answers customer questions and resolves related account problems to ensure customer satisfaction.
• Promotes bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships.
• Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
• Recognizes red flags, scams, fraud, phishing, etc.

Satisfactorily performs the job duties and responsibilities of a Universal Banker II (Teller II):

• Performs Retail Banking Employee Development: The Guide to Retail Career Pathing responsibilities and duties for Universal Banker II (Teller II).
• Opens and maintains new consumer deposit and savings accounts.
• Assists with New Hire Universal Banker training.
• Reviews and verifies new accounts.
• Performs maintenance on consumer accounts.
• Performs Debit Card functions in Payments One.
• Assists customers and input check Stop Payment Requests.
• Independently assists customers with wire transactions and processing.
• Verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction.

Satisfactorily performs the job duties and responsibilities of a Universal Banker III (Teller III):

• Performs Retail Banking Employee Development: The Guide to Retail Career Pathing responsibilities and duties for Universal Banker III (Teller III).
• Creates and manages work schedules of teammates, including but not limited to approving or denying requests for Paid Time Off in Paylocity.
• Works independently with little management oversight and is a valued resource to teammates.
• Opens and maintains new consumer and business accounts independently while maintaining a positive customer experience with minimal delays in processing.
• Assists in scheduling and timecard approvals.
• Assists with all monthly/quarterly retail audits.
• Responsible for monthly currency audit.
• Acts as a liaison between Retail and Deposit Operations by gaining knowledge in both areas.
• Expert in assisting customers and teammates with Digital Banking services.
• Promotes bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships.
• Assists customers with basic CDARS questions.
• Assists Officers in completing CDARS paperwork.

RequirementsREQUIRED QUALIFICATIONS

• Education: High School Diploma or GED.
• Experience: 2-3 years bank employment experience (including cash handling and customer service).
• Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.
• High level of professionalism and integrity.
• Business acumen.
• Flexible, adaptable, and willing to continuously learn.
• Strong analytical and problem-solving abilities.
• Strategic thinking.
• Excellent written and verbal communications skills.
• Ability to work both independently and as part of a team.
• Exceptional organizational skills, with the ability to prioritize and execute multiple tasks and projects simultaneously.
• Ability to address and solve conflict.
• Strong work ethic and attention to detail.
• Strong employee management skills.
• Effectively develops team members through guidance, training, support, and constructive feedback.
• Ability to manage, lead, delegate to, and train team members effectively, inspiring them to meet business objectives.
• Strong commitment to holding oneself and team members accountable for completing tasks, achieving results, and upholding standards.
• Leads with integrity, transparency, and adherence to ethical standards and business practices.
• Maintains confidentiality.

PREFERRED QUALIFICATIONSEducation: Bachelor's degree or equivalent bank experience.Experience:

• 4+ years bank employment experience.
• Performance management.