Lead Teller

Job purpose for Lead Teller position:

This position is a leadership role in the branch that directs the daily administrative and operational functions of the teller area, including dotted line supervision of the teller staff. This includes training staff on operations, remaining updated of the policies and procedures that should be adhered to, makes judgement decisions related the customer transactions and interactions and coaches to referrals. The Lead Teller is responsible for maintaining and deepening customer relationships by providing superior customer service and referring bank products and services, as well as ensuring consistency around customer experience. The Lead Teller is responsible for the operational integrity of the branch, along with the Community President and/or Assistant Manager of the Branch and may be called upon as the acting manager in the absence of a Community President, in offices without Assistant Managers.

Duties and responsibilities for Lead Teller position:

Effectively process customer transactions with a high level of integrity, accuracy and knowledge.
Assist Branch Management with the administrative and operational processes, activities and workflow procedures for the front line staff, ensuring all customers are assisted promptly, professionally, accurately and appropriately.
Assist Branch Management to generate and maintain retail banking relationships through sales and relationship building calls and activities to meet sales and branch growth goals.
Acts as primary source for teller questions and assists Branch Management with the training and development of employees.
Support the sales process by identifying customer needs, promoting current promotional offers and referring customer to Bankers and other lines of business (i.e. WIS and WMC) for further assistance with bank products and services.
Maintain knowledge of WSB’s core processing system, WSB products and service, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Build and strengthen customer relationships by providing an unparalleled banking experience as set forth in WSB’s Mission.
Answer customer questions and resolve related account issues, including phone and in-person.
Keep abreast of industry trends, standards, and external factors that may affect the bank.
Recommend reasonable changes to policies, procedures, and products.
Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws
Other duties as assigned

Qualifications for Lead Teller position:

Experience

Required - 6 months of sales and/or customer service experience
Preferred - 2-4 years sales and/or customer service experience in banking environment

Education

Required – High School Diploma or general education degree (GED)
Preferred – Associates or Bachelor’s Degree in business or related field

Benefits for Lead Teller position:

Outstanding Medical, Dental, and Vision Insurance
401(k) matching
Employee Stock Ownership Plan
Paid Time off
Paid Holidays
Flexible Spending Account
And so much more

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