Universal Lead Teller

4. Effectively supervises area personnel, ensuring optimal performance.

5. Assumes responsibility for ensuring that professional business relations exist with members.

• a. Resolves members' requests, problems, and questions are promptly and courteously resolved. Answers members' questions or refers appropriately. Answers questions regarding account balances, loans, blue book values, balances, payoffs, and student loans. Assists members with payroll deduction requests.
• b. Keeps members accurately and appropriately informed of Credit Union policies and procedures. Receives and processes new accounts and changes to existing accounts. Counsels members regarding money management and financial matters.
• c. Maintains and projects the Credit Union's professional reputation.
• d. Trains the staff on a continuous basis. (Staff meetings)
• e. Quarterly Security training.
• 6. Assumes responsibility for establishing and maintaining effective communication and coordination with Department and area personnel and with management. a. Coordinates Service Representative duties and responsibilities with related functions within and outside of the Department.
• b. Keeps management informed of area activities and of any significant problems. Provides suggestions for improved service.
• c. Completes required reports and related documents promptly and accurately. Types end of month reports.
• d. Maintains employee progress.
• e. Attends meetings as required. Relays information to staff.

7. Assumes responsibility for related duties as required or assigned.

• a. Ensures that work area and equipment are clean and well-maintained.
• b. Performs procedures for opening and closing of operations, including vault, alarm, and doors.
• c. Stays informed regarding developments and changes in the financial industry.
• d. Replaces Service Representatives as needed.
• e. Performs related clerical functions as required.
• f. In the absence of the Manager, assumes responsibility and decision making for service center.

Training/Education/Certification

Required Knowledge

Experience Required

Skills/Abilities

• 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.