Basic Qualifications

Education/Training: 

A high school diploma or equivalent with an emphasis in accounting or business curriculum.

Skill(s): 

Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; ability to lift approximately fifty (50) lbs. of coin; potential for increasing management and supervisory skills; visual and auditory skills.

Experience: 

A minimum of two (2) years' experience as a teller, cross-trained as a lead teller, or experience in similar positions and one (1) year of supervisory experience is normally required.

General Responsibilities

Responsible for providing oversight for the Teller(s) to provide efficient and accurate paying and receiving services; supporting the Bank Secrecy Act; participating with the supervisor/manager in establishing specific goals for the Teller(s); ensuring Teller compliance with all operating policies and procedures; communicating with appropriate personnel; providing periodic reports; performing all the duties of a Teller II.

Essential Duties

1. Directly supervises the Teller(s) to provide efficient and accurate paying and receiving services as follows:
   
   
   1. Ensures that Tellers are providing complete paying and receiving services to customers.
   
   
   2. Ensures that all paying and receiving, balancing, and operational activities are done efficiently and according to policy; this includes the activities of Teller personnel, ATM services, and other paying and receiving activities.
   
   
   3. Ensures that the Tellers work as part of the customer service team and that Tellers take advantage of new business referral opportunities.
   
   
   4. Ensures the coordination of work, i.e., makes certain that the work of the Tellers is coordinated with other positions in the office, with centralized operations personnel, and other departments and units.
   
   
   5. Ensures the preparation of other related reports as assigned by the Retail Branch Manager.
   
   
   6. Makes certain that all Tellers have an adequate supply of cash to conduct business; maintains level of cash according to approved unit cash management policies.
   
   
   7. Balances and maintains currency and coin.
   
   
   8. Orders all currency and coin for the office; ships extra money.
   
   
   9. Maintains cash management records.
   
   
   10. Balances vault cash each day for the office.
   
   


2. Performs various duties to support the Bank Secrecy Act as follows:
   
   
   
   1. Monitors suspicious activity and reports such activity to the Bank Secrecy Operations Officer via the Notice of Suspicious Activity form on the JSSB Intranet site.
   
   
   2. Completes CTRs for cash transactions as appropriate.
   
   
   3. Identifies customer by observance of acceptable ID.
   
   
   4. Completes all CIP required documentation.
   
   
   5. Checks OFAC on new customers and non-customers cashing checks.
   
   


3. Participates with the supervisor/manager in establishing specific goals for the Tellers; implements strategies to achieve these goals.


4. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.


5. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that all personnel adhere to the same.


6. Communicates with the Assistant Branch Manager or Branch Manager, other supervisors, and appropriate staff personnel to integrate activities.


7. Provides timely reporting to the Assistant Branch Manager or Branch Manager and other appropriate groups or individuals.


8. Performs all the duties of a Teller II.  (See Teller II Job Description.)

Ancillary Duties

1. May be required, on occasion, to provide safe deposit box services to customers.


2. May be required to provide support in non-paying and receiving activities, e.g., new accounts, loans, etc.


3. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Equipment/Machines

1. Telephone


2. Teller machine


3. Calculator


4. Printer/Copier/Scanner/Fax


5. Computer keyboard


6. Coin machine(s)


7. Sorter