Head Teller Job Description

Head Teller Job Description

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Head teller provides superior customer service while promoting bank products and services.

Head Teller Duties & Responsibilities

To write an effective head teller job description, begin by listing detailed duties, responsibilities and expectations. We have included head teller job description templates that you can modify and use.

Sample responsibilities for this position include:

Under general supervision, performing daily transactions for customers and refer Bank products and services to the branch platform personnel, providing efficient and quality customer service, while meeting or exceeding minimum sales and service performance standards
Accurately performs teller transactions in accordance with bank policies and procedures
Services customers by processing all monetary transactions
Ensures security procedures are followed and all tellers are up to date on current policies and procedures
Maintain minimum amount of cash in teller’s area to ensure compliance with security/safety measures
Supervises teller line as directed by the Branch Manager or Assistant Branch Manager by participating in a branch team environment within which employees perform personally and collectively to achieve branch goals
Recognizes and demonstrates skills learned by following through on referral opportunities by using open ended questions to generate a two way conversation
Completes administrative responsibilities
Represent Trustmark professionally, efficiently, and tactfully in order to assure customer satisfaction when in contact with customers, either face-to-face or by telephone
Manage, coach, and provide training for Tellers

Head Teller Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Head Teller

Typically a job would require a certain level of education.

Employers hiring for the head teller job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in General Education, Education, Leadership, Associates, Financial Services, Graduate, Communication, Management, Administration, Real Estate

Skills for Head Teller

Desired skills for head teller include:

Banking Compliance Regulations
Math concepts and principles
Bank’s products and services to enable them to complete a referral to appropriate branch sales employee
Bank products and services
Microsoft Office
Banks products and services
Bank products
Policies and procedures
Services
Bank operating procedures

Desired experience for head teller includes:

Assists in the preparation and development of the Store Sales Plan, promotional strategies and activities
Establishes and solidifies Customer relationships
Leads, coaches and models quality service at every Customer interaction
Delegates projects to team members to manage
Maintains Service performance
Offers and encourages support for Retail events that promote the brand

Head Teller Examples

1

Head Teller Job Description

Job Description Example
Our innovative and growing company is hiring for a head teller. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for head teller
  • Accurately process various financial transactions including checks/cash for deposit, conduct withdrawals, issue receipts, and record transactions in the system
  • Assist with daily proof, monthly financial center audits, act as Vault Teller, prepare and receive cash shipments, replenish ATM
  • Complete Currency Transaction Reports (CTRs) and report suspicious activity
  • Assumes some supervisory control over the tellers, by planning work schedules, distributing and monitoring teller's cash, investigating teller differences, assisting tellers in balancing daily proof, handling more complex customer transactions and training tellers in new procedures
  • Ensures adequacy of Branch cash for daily transactions by ordering, shipping currency, coin controlling and distributing cash to tellers within prescribed limits
  • Prepares and maintains daily and monthly teller related reports and logs
  • Utilizes technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machine and support customers in use of Coin Machines
  • Ensures that dual control procedures are followed
  • Oversees sales referral process and coaches teller staff
  • Provides feedback on teller performance to Branch Service Manager for performance evaluation completion
Qualifications for head teller
  • Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
  • Demonstrates competency and accountability with Store operational standards
  • Ensure integrity of operation standards and efficiencies
  • One year of Teller experience (Trustmark Teller experience preferred)
  • Head Teller experience preferred
  • Ability to meet minimum standards of Teller Assessment test
2

Head Teller Job Description

Job Description Example
Our growing company is looking to fill the role of head teller. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for head teller
  • Will supervise and coordinate activities of Tellers to ensure department efficiency and accuracy
  • Holding Tellers accountable to their job description and provide the training needed to meet expectations
  • Assign department duties & work schedules to tellers to ensure efficient departmental functioning
  • Receive and review monthly time cards prior to submitting to branch manager
  • Supervise tellers
  • Perform normal teller duties on a daily basis
  • Ensures that the teller stations are properly stocked with forms, supplies
  • Reports malfunctions of teller terminals and other equipment used at the teller stations
  • Supervises the daily operation of the teller line
  • Makes check cashing decisions above set teller limits
Qualifications for head teller
  • Experience as a Supervisor, Team Lead or Head Teller a plus
  • Detail oriented with good mathematical aptitude
  • Must be eligible for employment under regulatory standards applicable to the position
  • High School Diploma or GED and a minimum of two years teller experience
  • Complete Teller School
  • Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, internal and external training programs, online
3

Head Teller Job Description

Job Description Example
Our growing company is hiring for a head teller. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for head teller
  • Orders and maintains an adequate level of vault cash to meet branch demands
  • Maintains a cash drawer not exceeding specified limits
  • Conducts Teller transactions such as deposits, withdrawals, cash advances, payment processing, and check issuance
  • Assists customers with general servicing inquiries via in person and over the phone
  • Conducts audits of all the teller drawers and processes on the teller platform
  • Supervisor overrides and assists with supervisor on duty assignments
  • 10% Please Select
  • Researches/Directs/Assists in ensuring consistent movement of work flow
  • Mentors/Coaches all Tellers to ensure they are fully trained on Teller responsibilities
  • Provides coaching in response to changes within Teller policy/procedures
Qualifications for head teller
  • Ability to manage time, resources and personnel
  • Working knowledge of principles and practices of supervision, training and performance evaluation
  • A.A or Bachelor's degree preferred but not required
  • 2-3 years Teller experience required
  • Provides a variety of customer service and assistance functions effectively and efficiently
  • Processes transactions promptly and timely
4

Head Teller Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of head teller. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for head teller
  • Supervise and coordinate activities of Tellers to ensure departmental efficiency and accuracy
  • Staff, motivate, supervise and manage all Tellers
  • Simultaneously hold Tellers accountable to their job descriptions and provide the training needed to meet those expectations
  • Assign departmental duties and work schedules to workers to ensure efficient departmental functioning
  • Receive and review monthly Departmental time cards prior to submitting to Branch Manager
  • Consistently go above and beyond typically expected work schedule to accomplish what is needed for the benefit of the Teller Department
  • Serve as a role model for Tellers with regards to effective communication, respect for others, ability to work with others, and dedication to both the Teller Department and Credit Union as a whole
  • Maintain positive and mentoring relationship with all Tellers
  • Implement appropriate Teller suggestions to improve Teller Department processes and procedures
  • Approve invoices for payment or follow deposit withhold procedures
Qualifications for head teller
  • Maintains and balances own cash drawer daily
  • Opens and closes main vault daily, controls cash in vault and distributes daily cash to Tellers according to policy and procedure
  • Supervises all aspects of the Teller Line, maintains cash supply for the branch and ATM, ensures Teller accuracy , assist Tellers with more complex customer transactions
  • Ensures the integrity of Teller Line security and adherence to cash drawer limits
  • Ensures that the branch has an adequate cash supply, orders and ships currency, prepares currency shipments and verifies money shipped to the branch
  • Participates and supports the internal branch sales initiatives and goals
5

Head Teller Job Description

Job Description Example
Our company is growing rapidly and is hiring for a head teller. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for head teller
  • Address and resolve Member complaints
  • Examine Tellers daily transactions for accuracy
  • Allow Members access to Safe Deposit Boxes, following specified procedures
  • Monitor and review financial institution's security procedures and control access to vault
  • Ensure departmental adherence to all Federal, NCUA and BSA guidelines and regulations (including, but not limited to, establishing and overseeing all dual controls, and satisfactorily completing quarterly audits)
  • Comply with all BSA requirements as stated in the BSA Policy
  • Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement and enters deposits into the computer system
  • Greet and service clients in a friendly and courteous manner
  • Cash checks, process withdrawals and pay out money after verification of signatures and customer balances
  • Place hold on accounts for uncollected funds and transfer funds between accounts when requested by clients
Qualifications for head teller
  • Monitors and/or ensures compliance with federal and State laws and regulations
  • Minimum two years of increasingly responsible experience in teller related function, including formal teller training
  • Proficient computer operation skills and ability to operate standard office equipment
  • Prior Store operations experience preferred
  • Maintains current HR and Retail Leadership training requirements
  • Sound judgment in decision making and problem solving

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