Lead Teller Job Description

Lead Teller Job Description

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Lead teller provides information on bank products and services to current and prospective customers and refers them when appropriate, to a branch team member such as a Personal Banker, Universal Banker, etc.

Lead Teller Duties & Responsibilities

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

Sample responsibilities for this position include:

Mentor team and help resolve customer issues
Greet all customers
Explain policies and procedures as necessary
Process miscellaneous transactions (bonds, municipal coupons, traveler’s checks, money orders)
Handle a cash drawer
Control the inventory of cash, Traveler’s Checks, Official Checks and Instant Issue ATM Cards through dual control
Assists with daily, weekly and monthly audits of all consignment items performed under dual control
Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet
Coaches, mentors and leads tellers by example with clear communication skills, transaction handling and problem resolution processes
Coaches, mentors and leads tellers by example in adhering to all policies and procedures, demonstrating sound judgment within established limits

Lead Teller Qualifications

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

Education for Lead Teller

Typically a job would require a certain level of education.

Employers hiring for the lead teller job most commonly would prefer for their future employee to have a relevant degree such as Collage and Primary Degree in Education, Military, General Education, Department of Education

Skills for Lead Teller

Desired skills for lead teller include:

Branch operations
PC with Windows based applications
Product guides
Calculator
Teller Software
Fees and policies to stay current on offerings
Bank deposit and credit products
Regulatory requirements
Systems and procedures obtained through prior work experience
Education

Desired experience for lead teller includes:

Minimum of one year teller experience
Bachelors degree from four year college or university or four to six years related experience
Qualified candidate must possess positive interpersonal skills, strong written and oral communication skills, strong organization and prioritizing skills and be computer literate
Minimum 6 months teller experience

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