Head Teller Resume Samples

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WE
W Ebert
Walker
Ebert
4175 Vicky Garden
Chicago
IL
+1 (555) 689 9761
4175 Vicky Garden
Chicago
IL
Phone
p +1 (555) 689 9761
Experience Experience
Philadelphia, PA
Head Teller
Philadelphia, PA
Weber, Langworth and Dicki
Philadelphia, PA
Head Teller
  • Assisting leadership team with leading by example
  • Executes effectively all service and referral routines to deepen client relationships
  • Effectively executes all service and referral routines to deepen client relationships
  • Listens carefully to the client and willingly assists with any questions or problems the client has
  • Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other Tellers as well
  • Assists leadership team with leading by example as well as coaching the teller team
  • Listens carefully to the client and be willing to assist with any client questions or problems the client has
Los Angeles, CA
Head Teller / Teller Manager
Los Angeles, CA
MacGyver, O'Kon and Cormier
Los Angeles, CA
Head Teller / Teller Manager
  • Oversees the staffing, coaching, and performance management of all tellers
  • Provides a supporting role ensuring platform team members are also aware and adhering to operations policies and procedures
  • Meets established sales goals and acts as a leader in the branch
  • Conduct teller meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff
  • Cross-sells and makes referrals to generate new business and additional services, promote bank products, and further establish business relationships
  • Listens carefully to the client and be willing to assist with any client questions or problems
  • Coordinate and assist with the dual control vault responsibilities
present
Phoenix, AZ
Senior Head Teller
Phoenix, AZ
Kemmer-Ward
present
Phoenix, AZ
Senior Head Teller
present
  • Assists Client Care Representatives with identifying and correcting out-of-balance conditions
  • Advises Branch Leader/Branch Quality Manager of discrepancies from standard operating procedures
  • Ensures that Client Care Representatives adhere to all current policies, procedures and regulations including compliance and security
  • Conducts meetings with Client Care Representatives to discuss branch issues, regulatory updates, and/or to explain procedural changes/practices
  • Balances out branch to standard cash limit, prepares cash shipments to Federal Reserve intermediary banking institution and reconciles cash general ledger account
  • Maintains and controls vault cash
  • Coordinates workflow and day-to-day operations of Client Care Representatives
Education Education
Bachelor’s Degree
Bachelor’s Degree
Emory University
Bachelor’s Degree
Skills Skills
  • Ability to provide services to a wide range of personalities, while demonstrating a professional and positive demeanor
  • Knowledge of financial software
  • Ability to take direction from others; comprehend moderate written policies, procedures or instructions; and follow verbal and written instruction
  • Excellent verbal and written communication skills
  • Ability to travel
  • Ability to work flexible hours
  • Basic computer skills
  • Demonstrate good organizational skills
  • Ability to assist customers and provide effective on-the-job coaching to other staff members
  • Demonstrate accuracy, thoroughness and attention to detail
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8 Head Teller resume templates

1

Head Teller Resume Examples & Samples

  • Engages the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
  • Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
  • Listens carefully to the client and be willing to assist with any client questions or problems the client has
  • Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
  • Shows initiative, empathy and proactivity to prevent and handle problems with clients while assisting other tellers as well
  • Effectively executes all service and referral routines to deepen client relationships
  • Adheres to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
  • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)
  • Continuously learns new and existing products through sales aids (features, benefits, fees, etc.)
  • Is knowledgeable about the client’s accounts and business with the bank
  • Assists leadership team with leading by example as well as coaching the teller team
  • Demonstrated client service orientation ensuring our client’s needs are met
  • Team Oriented
  • Retail/sales experience preferred
  • Ability to assist customers and provide effective on-the-job coaching to other staff members
  • Sales, cashier or other money-handling experience desired
  • Excellent verbal and written communication skills
  • Proven cross sell experience
  • Analytical and problem solving skills
  • Basic computer skills
2

Head Teller Resume Examples & Samples

  • Listens carefully to the client and be willing to assist with any client questions or problems
  • Shows initiative, empathy and proactively to prevent and handle problems
  • Executes effectively all service and referral routines to deepen client relationships
  • Proactively educates clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)
  • Open, animated nature, client service orientation and desire to help customers is required
3

Head Teller Resume Examples & Samples

  • Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
  • Listens carefully to the client and willingly assists with any questions or problems the client has
  • Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other Tellers as well
  • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
  • Proven track record of client-centric service (KDS for internal candidates)
  • Acts as the Head (Lead) Teller in the branch. Duties/skills may include
  • Good leadership skills and the ability to motivate others
  • Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi’s business plan goals
  • Providing working leadership and guidance to peer Tellers through assignment of work and technical guidance, when needed
  • Assisting leadership team with leading by example
  • Managing the supply of cash for branch needs based on business demand. Manage incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed
  • Interest in pursuing a supervisory role in the future
  • Proven cross-sell experience
  • 12 months cumulative work experience in a role of similar scope and responsibility required
  • High school diploma, GED or equivalent relevant experience
  • Minimum of one year operational experience with Citibank or comparable experience
  • 1 or 2 rated performance appraisal (preferred) and in good standing
  • Successfully completed the following training (as applicable to the granted authorities) designed by the Learning and Development team
4

Head Teller / Teller Manager Resume Examples & Samples

  • Participate in the daily teller activities needed to meet the demands of the branch including processing teller transactions and performing standard teller activities
  • Meets established sales goals and acts as a leader in the branch
  • 1 year of supervisory experience in a cash handling position
  • 1 year of banking experience (preferred)
5

Senior Head Teller Resume Examples & Samples

  • Coordinates workflow and day-to-day operations of Client Care Representatives
  • Coordinates operational activities within their authority. Keeps Branch Quality Manager and Branch Sales Leader apprised of all issues
  • Achieves individual referral goals through cross selling of all credit, non-credit, and fee income products. Works with Customer Care Representatives to achieve referral goals and track performance
  • Cashes checks and processes deposits; issues and receives negotiable instruments (e.g., official checks, money orders, traveler's checks, savings bonds and foreign currency for exchange)
  • Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities, such as opening accounts, as needed
  • Performs outbound calls and sets appointments for Branch Sales Leaders and Branch Sales Representatives in accordance with market initiatives and/or branch goals
  • Centrally maintains reserve and working supplies of negotiable instruments, including, but not limited to: official checks, money orders, and counter checks
  • Balances out branch to standard cash limit, prepares cash shipments to Federal Reserve intermediary banking institution and reconciles cash general ledger account
  • Maintains and controls vault cash
  • Ensures that Client Care Representatives adhere to all current policies, procedures and regulations including compliance and security
  • Conducts meetings with Client Care Representatives to discuss branch issues, regulatory updates, and/or to explain procedural changes/practices
  • Works with Branch Quality Manager to address operational exceptions and maintain operational soundness of Teller line
  • Assists Client Care Representatives with identifying and correcting out-of-balance conditions
  • Works with Branch Leader/Branch Quality Manager to develop weekly schedules
  • Participates with Branch Leader/Branch Quality Manager in evaluation of Client Care Representatives’ performance. Participates in corrective action process
  • Advises Branch Leader/Branch Quality Manager of discrepancies from standard operating procedures
  • Takes corrective action on discrepancies
  • Serves as back-up for Branch Quality Manager, as needed
6

Head Teller Resume Examples & Samples

  • Represent Trustmark professionally, efficiently, and tactfully in order to assure customer satisfaction when in contact with customers, either face-to-face or by telephone. Acknowledge and greet the customer with a smile and call the customer by name (at least twice) while processing deposits and withdrawals for transaction accounts. Always check for customers' additional needs and thank them as they leave
  • Continually safeguard the bank's assets and security of the working environment while processing transactions accurately, securing large dollars, and balancing the teller window daily. All work must be performed within bank guidelines, following bank policies, procedures, and standards of performance
  • Manage, coach, and provide training for Tellers; manage Teller scheduling and overtime, conduct required meetings, jointly complete performance appraisals, and delegate additional duties as required
  • Processing oversight and or responsibility for review of various transactions including but not limited to: night drop/contract/log, ATM deposits, cash dispense, teller drawer/cash, collection items, wire transfers, foreign currency, credit card transactions, loan payments, money orders, CTR, travelers' cheques and official checks
  • Assist in the development of new business for the bank by identifying customer needs for additional products and services through referring customers to appropriate sales staff, and by completing documentation for all referrals
  • Basic knowledge of math concepts and principles
  • Bank regulatory issues such as Reg CC, Bank Privacy Act, Bank Secrecy, and Currency Transaction Reporting
  • Detail oriented – must be able to process transactions accurately and efficiently
  • Ability to work in a team environment
  • Excellent customer service and sales skills
7

Head Teller Resume Examples & Samples

  • Recognize the banking needs of customers and fulfill those needs by answering inquiries; informing customers of new services and product promotions; and striving to become our customers’ total financial services provider
  • Complies with Bank policies and procedures; operations policies and procedures; Federal regulations and security policies and procedures by participating in all dual control functions; auditing other teller drawers; following opening and closing procedures, etc
  • Provides account services to customers by opening and closing checking accounts, savings accounts, receiving deposits, cashing checks, other special services, i.e., IRAs, issue instant debit cards, opening and closing safe deposit boxes, providing special statements, copies, etc
  • Reconciles cash drawer by balancing accurately; counting and packaging currency and coins; turning in excess cash and mutilated currency to head teller or designee; maintaining supply of cash and currency
  • Reconciles general ledger accounts to ensure the branch cash balance and assists employees in locating cash outages
  • Provides exceptional customer service to internal and external customers
  • Maintains customer confidence and protects bank operations by keeping information confidential
  • Contributes to team effort by accomplishing related results
  • Accurately and efficiently enters customers’ transactions into financial system to record transactions
  • First point of contact for problem resolution involving customer transactions and transaction approvals over the phone or at the teller line
  • Fills in for the Assistant Branch Manager and/or Branch Manager when he/she is out of the office
  • Maintains good punctuality and attendance to work
  • Remains current on all continuing education and training courses through Regulation University, Ozark Learning Center, and other training modules as required from time to time
  • Filling in at other branch locations, as needed
  • Participate in bank activities as requested
  • Ability to develop new business through product and service knowledge, understanding customers’ needs and matching products and services to those needs
  • Excellent computer skills, including experience with Microsoft Word and Excel
  • Knowledge of general math principles and demonstrated skills
  • Ability to work without close supervision
  • Excellent customer service skills
  • Excellent written and verbal communication skills
  • Work well under pressure and with deadlines
  • Ability to adapt well to change
  • Ability to count cash and balance
  • Demonstrate good organizational skills
  • Demonstrate accuracy, thoroughness and attention to detail
  • Demonstrate honesty and integrity in fulfillment of essential functions
  • Knowledge of financial software
  • Ability to provide services to a wide range of personalities, while demonstrating a professional and positive demeanor
  • Ability to work flexible hours
  • Ability to travel
  • Ability to take direction from others; comprehend moderate written policies, procedures or instructions; and follow verbal and written instruction
  • Minimum twelve (12) months of sales experience is preferred but not required
  • Minimum four (4) years of previous banking experience
  • Two (2) years of new accounts experience is preferred
  • One year of leadership experience preferred
  • High school diploma or equivalent
  • Associate or bachelor’s degree preferred, but not required
8

Head Teller Resume Examples & Samples

  • Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures
  • Handle single control vault, ensuring proper control of vault cash, follow all audit and security policies and procedures
  • Maintain work flow and handle scheduling the tellers
  • Responsible for evaluating the employee’s performance and counseling when needed
  • Determine and satisfy training needs and establishing performance plans
  • Cross-sells and makes referrals to generate new business and additional services, promote bank products, and further establish business relationships
  • Conduct teller meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff
  • Assists in conducting meetings to promote sales, product knowledge and customer service
  • Explains product benefits, changes, restrictions, requirements, and any other relevant product information to customers and tellers
  • Responsible for ensuring proper control and maximum efficiency in the teller line
  • Ensures all audit and security policies and procedures are followed during customer service hours and at banking office opening and closing
  • Control the inventory of cash, Traveler’s checks, Official Checks and Personal Money Orders through dual control
  • Monitors the daily balancing and processing of ATM, including the processing of all entries, servicing and required audits
  • Responsible for the verification of deposits in the night and lobby depository
  • Alerts tellers about any suspected fraud, kiting, theft or other illegal activity
  • Secures all applicable cash records and all other transaction records, supplies and computer equipment at the end of the work day
  • Responsible for monitoring, controlling teller cash limits and branch cash
  • Accountable for ensuring that the total cash in the branch is balanced daily
  • Coordinate and assist with the dual control vault responsibilities
  • Use good judgment and follow bank policies when overriding transactions for tellers with withdrawals/less cash authority
  • Assist tellers in balancing as needed, reviews the daily banking office settlement, prepare correcting entries to reconcile teller errors
  • Performs teller cash audits as required
  • All other job related duties as assigned