Branch - Lead Teller Trainee
On-siteRexburg, Idaho, United States
Job Summary
Coordinate teller operations, assign work, and monitor schedules while ensuring all security procedures and policies are followed. Answer member questions, resolve complex transactions, and cross-sell services. Process loan applications, verify documentation, and approve loans within authority limits. Supervise Service Representatives, provide training, and conduct performance appraisals. Balance vaults, manage cash orders, and maintain departmental records. Act as Manager in the Manager's absence with full decision-making authority. This role prepares candidates for future lead teller positions at the Rexburg Branch within a fast-paced Credit Union environment.
Required Qualifications
- High school graduate or equivalent
- Back-up Lead Teller Qualified
- Passed Certification Tests 1, 2, 3, 4, Savings Training I & II, and Lead Teller Test with at least 80%
- Completed MSD Phase I & II
- A thorough knowledge of Service Representative operations and procedures
- Thorough understanding of Credit Union operations, including opening and closing accounts, loans, IRA and certificate procedures
- Thorough knowledge of member services, accounts, loans, and products provided
- Understanding of new account bookkeeping procedures
- Understanding of loan processing functions, including related requirements, procedures, and underwriting criteria
- Knowledge of Credit Union loan services, policies, and procedures, including related legal and regulatory standards, and required loan documentation
- Knowledge of consumer and residential lending practices including interest rates and how they are computed
- Minimum of 2 years experience as a Teller at a full service financial institution
- Back-up lead teller experience
- Minimum 1 year of lending experience
- Excellent interviewing, communication, public relations, and leadership skills
- Supervisory and training abilities
- Professional appearance, dress, and attitude
- Strong analytical, financial, and math skills
- Ability to operate related computer software, and other business equipment including 10-key, money counters, and telephone
- Good typing skills
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