Team Leader – Chambers Commons Branch | Baytown, TX in Baytown, Texas at Community Resource Credit Union

E

45%

To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Actively sells credit union products and services to ensure predetermined organizational goal are met. Adheres to company policies and procedures and standard practices. Adheres to Federal and State Laws and Regulations. Actively coaches tellers to performance.

E

10%

Adheres to internal control, security & safety procedures.

E

10%

Trains and monitors the work of other tellers; coordinates teller activities. Assists tellers with questionable member transactions and balancing of cash drawers.

E

10%

Balances cash drawer and daily transactions.

E

5%

Assists Teller Manager in daily operations, including but not limited to, CDMS, ATM, Night Deposit Transactions and Fed Cash Shipments.

E

5%

Assists Teller Manager with staff development routines to include coaching and observations. Serves as a Mentor, providing guidance, feedback, and support to new employees during their training period as needed.

E

5%

Welcomes members and provides routine information concerning services and directs members to appropriate departments for specific information and services.

E

5%

Balances Visa, MasterCard, and Money Order sales to general ledger.

N

5%

Performs other related duties as assigned.

1.

Maintains a high skill level among tellers.

2.

Provides friendly, professional, personal service to all members.

3.

Balances daily in compliance with Teller Balancing Standards

4.

Handles at least 150 transactions per day.

5.

Balances with a maximum of one posting error per month.

6.

Requires some analysis or research to determine the best solution for a limited number of transactions.

7.

Gathers information from various sources, comparing and weighing information to make logical decisions.

8.

Ensures tellers provide friendly, professional, personal service to all members.

9.

Schedules tellers to meet member demands at peak times, at a minimal cost.

10.

Displays a positive attitude and professional work performance.

11.

Makes rational and realistic decisions in regards to check holds and CRCU Procedures.

12.

Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in
BSA/AML compliance.