Lead Teller Job Description Sample

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A Lead Teller is in-charge of overseeing all of the different tellers in a financial institution to make sure that withdrawals, deposits and check-cashing are performed successfully. His obligations and responsibilities can also rely upon the scale of the facility and styles of services supplied to customers.

Generally these specialists are chargeable for supervising more than one tellers, making sure corrected balancing and performance, coping with coins drawer, communicating with and solving customers problems, refilling the ATM machines, and checking and verifying every day banking transactions.

Skills required for this position include supervisory skill and the ability to manage others fairly, ability to motivate other tellers, ability to remain professional at all times, ability to operate and handle ATM machines, and excellent communication skills.

An ideal candidate need to possess a high school diploma at a minimum, along with the capacity to perform fundamental arithmetic functions.

Following is a list of duties for lead teller position:

Lead Teller Job Description Sample

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• Count the cash in their drawer at the start of their shift.
• Supervise other bank tellers and their cash drawers.
• Accept checks, cash, and other forms of payment from customers.
• Answer questions from customers about their accounts.
• Prepare specialised types of funds, such as traveller’s checks, savings bonds, and money orders.
• Exchange dollars for foreign currency.
• Order bank cards and checks for customers.
• Record all transactions electronically throughout their shift.
• Count the cash in their drawer at the end of their shift and make sure the amounts balance.
• When counting cash, tellers must be careful not to make errors.
• Search for the cause of an overage or shortage when a teller’s drawer does not balance correctly.
• Investigate teller losses and institute corrective measures.
• Explain the products and services offered by the bank, such as certificates of deposits (CDs) and loans, to the customers who are interested and refer them to the appropriate personnel.
• Record account changes using computers.
• Perform managerial duties, such as setting work schedules or helping less experienced tellers.
• Ensure that the staff is trained and cross-trained in all phases of their particular job.
• Handle errors in customer accounts.
• Handle upset or irate customers and help to resolve customer concerns.