Truliant
Financial Services
LeadTeller
Neural analysis suggests this role is
optimal for Mid candidates.
“Lead Teller at Truliant. Skills: Overseeing day-to-day teller operations, Teller team development and coaching, Providing leadership and supervision. Overseeing day-to-day teller operations. Providing coaching and encouragement to the Teller team”
What You'll Achieve.
Assure consistency with established objectives, service standards, policies, procedures, and teller team development and coaching.; Ensure appropriate contributions to the branch goals and objectives.; Ensure consistent adherence to Credit Union member service standards throughout every member-owner interaction, including problem resolution.; Minimize fraud losses.; Ensure that all Tellers are meeting Credit Union Balancing Standards, following Check Hold standards, and Member Identification procedures.
Industry & Context.
Researches and resolves members’ account issues; Reconciles errors if needed; Resolves member’s complaints
Frequent standing, walking, bending, and stooping required., Must be able to sit at a desk for moderate periods of time and use a computer., Must be able to do moderate lifting, such as moving or occasionally lifting up to 20 pounds.
What They're Looking For.
Must Have
Expert knowledge of all Credit Union policies and procedures, Working knowledge of deposit and loan products, Understanding of standard concepts, practices, procedures, regulations and compliance requirements within the financial services environment, Excellent verbal and written English communication skills, Good arithmetic skills, Basic personal computer skills, Ability to understand all business processes within the credit union, Detail oriented and well organized, Able to work in a general office environment, Flexible and able to shift resources and priorities as required, Able to complete all assignments with minimal supervision, Able to resolve member’s complaints and coach others, Ability to work well under pressure in a goal-oriented environment, High School Diploma or equivalent required
Nice to Have
Previous sales experience preferred, Associates Degree or greater preferred, 2+ years teller or branch operations experience in financial services industry preferred, Supervision experience preferred, Commitment to providing excellent service to Truliant’s members
What You'll Do.
Overseeing day-to-day teller operations
Providing coaching and encouragement to the Teller team
Ensuring consistent adherence to Credit Union member service standards
Coaching the teller team using observational coaching model
Providing support to member service operations
Researching and resolving members’ account issues
Monitoring all teller transactions for accuracy
Assisting Management with Branch cash audits
Assisting Branch Manager to ensure teller staff members appropriately control and minimize fraud losses
Verifying Tellers are meeting Credit Union Balancing Standards
following Check Hold standards
and Member Identification procedures
Ensuring team members adhere to all Credit Union and security policies and procedures
Communicating operational procedure changes
Scheduling Teller operations for sufficient staff coverage
Delegating tasks and confirming completion
Balancing vault cash daily and reconciling errors
Keeping Branch below maximum cash limits
Ensuring maximum cash drawer limits are not exceeded
Balancing and auditing Cash Dispensing Machine(s) and Transaction Currency Recycler(s)
Managing the inventory of Official Check stock
Express Loan Checks and Starter Check stock
Serving members as needed performing all standard teller duties
Assisting with other tasks and projects as assigned
How You'll Work.
Team & Collaboration
Provides coaching and encouragement to the Teller team ensuring appropriate contributions to the branch goals and objectives.; Ensures that Teller team engages in meaningful financial conversations with members and records these interactions through the referral process.; Coaches the teller team using observational coaching model and serves as a role model by providing excellent customer service including engaging member in conversations and building relationships with them.; Assists Management to ensure that all Branch cash audits are carried out in an efficient, timely, consistent and accurate fashion.; Assists Branch Manager to ensure that teller staff members appropriately control and minimize fraud losses.; Ensures that team members adhere to all Credit Union and security policies and procedures, and communicates operational procedure changes.; Delegates tasks as appropriate to team members and confirms that tasks are completed.; Mentors new Teller’s and assists in team members’ professional development.; Evaluates progress of training and makes recommendations to Management.; Trains the Teller team on new policies/procedures and changes to existing policies/procedures to ensure comprehension.; Provides assistance and feedback to management in order conduct performance appraisals including monthly scorecards, 90-day reviews and annual reviews for the Teller team.; Recognizes positive behavior, achievements, and results exhibited by employees in a fair, consistent and professional manner.
Communication Scope
Excellent verbal and written English communication skills
Full Job Description
Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. **Purpose of the Job** The Lead Teller is responsible for overseeing day-to-day teller operations to assure consistency with established objectives, service standards, policies, procedures, and teller team development and coaching. The Lead Teller must have an expert knowledge of all Credit Union policies and procedures as well as a working knowledge of deposit and loan products. The Lead Teller must act as a positive role model for all employees in adherence to the organization’s mission of meeting the financial needs of the Credit Union’s member-owners. The Lead Teller must provide leadership and supervision of the team when the Manager is not available. **Essential Functions and Responsibilities** * Provides coaching and encouragement to the Teller team ensuring appropriate contributions to the branch goals and objectives. * Ensures that Teller team engages in meaningful financial conversations with members and records these interactions through the referral process. * Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including problem resolution. * Coaches the teller team using observational coaching model and serves as a role model by providing excellent customer service including engaging member in conversations and building relationships with them. * Provides support to member service operations. * Researches and resolves members’ account issues and maintains integrity, discretion an
Applying for this Lead Teller role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Truliant?
Real rants from real employees. Read before you apply.