America First Credit Union

Back-Up Lead Teller

America First Credit Union  •  Ogden, UT (Onsite)  •  1 hour ago
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Job Description

Schedule

Mon – Sat Flex

Assists and replaces Lead Teller as necessary. Responsible for implementing existing policies, procedures, and systems involving cashiering operations and member services functions. Answers Tellers' questions, resolves more complex problems, and oversees balancing. Responsible for smooth flow of Teller lines, adequate window coverage, and general training and supervision of Tellers. Helps with overseeing the provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Acts as a Service Representative as needed and enthusiastically cross-sells Credit Union services.

Responsibilities

Assumes responsibility for ensuring and performing efficient, effective, and professional Teller operations:

  • Ensures that all Teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed.
  • Assists with coordinating Teller operations as necessary. Assigns work and distributes work flow. Assists with weekly schedule, monitors lunch and breaks.
  • Answers Tellers' questions, solves problems, and assists with complex transactions and sensitive member relations problems. Explains policies and procedures to members. Makes judgments for Tellers, within limits of authority, pertaining to cashing and/or accepting checks or drafts.
  • Investigates Teller out of balance conditions and institutes corrective procedures. Assists Tellers in finding balancing errors. Ensures that each Teller balances at the end of each day and that all monies are secured in accordance with established procedures.
  • Performs Teller paying and receiving functions as required. Receives share deposits and loan payments. Prepares proper receipts.
  • Assists with maintaining an inventory of cashier's checks, money orders, receipts, travelers checks, and other negotiable items for use in the Teller area.
  • Ensures that Branch Security procedures are followed.

    • Assumes responsibility for ensuring the effective performance of Service Representative functions:

  • Ensures that all Service Representative functions are performed in accordance with established policies and standards.
  • Answers questions of Service Representative personnel, solves problems and assists with complex transactions and sensitive member relations problems.
  • Explains services, policies, and procedures to members. Opens and closes accounts. Processes stop-payments and corresponds with members regarding claims.
  • Actively and professionally cross-sells Credit Union services.

    • Effectively assists the Lead Teller in the supervision of area personnel, ensuring optimal performance:

  • Assists in providing leadership to personnel through effective objective setting, delegation, and communication. Replaces Lead Teller as necessary.
  • Assists in conducting meetings to inform and to train.
  • Ensures that personnel are well-trained, effective, and optimally used. Provides instruction regarding policy, procedure, and service and product offerings. Orients new employees.
  • Assists in tracking individual employee progress and assists with performance appraisals as required.
  • Assists and supports Branch personnel as needed.

    • Assumes responsibility for ensuring that professional business relations exist with members:

  • Ensures that members' requests, problems, and questions are promptly and courteously resolved. Answers members' questions or refers appropriately. Answers questions regarding account balances. Assists members with payroll deduction requests.
  • Ensures that members are accurately and appropriately informed regarding Credit Union policies and procedures.
  • Ensures that the Credit Union's professional reputation is maintained and projected.

    • Assumes responsibility for related duties as required or assigned:

  • Orders Department supplies and necessary equipment maintenance.
  • Ensures that work area and equipment are clean and well-maintained.
  • Performs procedures for opening and closing of operations, including vault, alarm, and doors.
  • Keeps management informed of area activities and of any significant problems.
  • Performs related clerical functions as required.
  • Attends meetings as required.

    • Qualifications

    Training/Education/Certification:

      • High school graduate or equivalent.
      • Senior Service Rep/Teller V qualified.
      • Passed Certification Tests 1, 2, 3, and 4.
      • Completed Lead Teller training.

    Required Knowledge:

      • Knowledge of Service Representative operations and procedures.
      • Basic understanding of Credit Union operations, including opening and closing accounts, loans, IRA and
      • certificate procedures.
      • Understanding of the Credit Union philosophy.
      • Knowledge of basic accounting.

    Experience Required:

      • Minimum of two years of Teller experience required in a full service financial institution.

    Skills/Abilities:

      • Excellent communication and leadership skills.
      • Supervisory and training abilities.
      • Professional appearance, dress, and attitude.
      • Solid math skills.
      • Ability to operate related computer software, and other business equipment including 10-key, money counters, and telephone.
    America First Credit Union

    About America First Credit Union

    We’re proud to provide the finest financial products & services in the most professional and convenient manner possible. As the nation's 5th largest credit union, and with more than 130 locations, our team is dedicated to the well-being of 1.4 million members in Utah, Nevada, Idaho, Arizona, and New Mexico.

    Our mission is to provide personal financial services of a superior quality to the members/owners; our chief concern being their financial well-being.

    We desire to be the primary financial institution of our members. We will use automation and technology to support a highly trained group of volunteers and staff.

    Professional managers will be accountable for the quality of service and will be given sufficient flexibility in implementing policy to ensure that the member perceives the highest degree of excellence in every contact.

    Professional marketing will provide aggressive programs to sustain and increase growth. We will seek our growth both from new members and by serving the financial needs of present members in a more complete manner. We will not sacrifice quality of present services to seek growth.

    In order to provide quality member services, the credit union must remain financially sound and secure. Adequate operating controls, capital reserves and liquidity will be maintained at all times.

    We will be sales oriented in our approach to members, and traditional credit union philosophy will remain our guiding principle. Among financial institutions, this credit union is a unique organization with deep and abiding human values. Our goal is to maintain those qualities.

    13 August 1985

    Industry
    Finance & Insurance
    Company Size
    1,001-5,000 employees
    Headquarters
    Riverdale, Utah
    Year Founded
    1939
    Website
    americafirst.com
    Social Media