USA

TELLER SUPERVISOR

Bozeman - Montana (MT), 59718

Stockman Bank

Job Description:

Vision

Our people, philosophy and the way we do business have positioned Stockman Bank as Montana’s premier financial center for business leaders, agriculture operators, commercial developers and real estate owners. We are a Montana-born company, built on western values, focused on creating long-standing relationships through integrity, expertise and results. Our offices are locally managed and community-oriented, allowing us to best serve our customers. Our workforce is well trained and competent and our work environment encourages productivity, personal growth and job satisfaction.

Position General Responsibilities:

This position is responsible for the basic paying and receiving teller duties as well as to oversee all Teller staff and functions of teller area. Will perform administration of all teller transactions, protection of Bank assets and referral of Bank products and services. Also responsible for training of Tellers at the designated branch(es).

Employees Supervised:

Tellers in designated branch

Education, Experience and Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Basic Qualifications:

  • Strong commitment to providing exceptional customer service.
  • 2-3 years experience as a teller.
  • High school diploma or equivalency.
  • Proficient in Ten-key skills and computer experience.

Preferred Qualifications:

  • Previous teller supervisory experience.
  • Previous experience with Premier Teller program.

Dimension of Job:

Establish clear performance objectives of employees and provide feedback to tellers on performance progress or issues. Provide support and resources to help employees grow and improve in current positions. Effectively administer/train employees to develop the knowledge and skills necessary to be successful in their positions. Possess a clear understanding of banking operations, guidelines and products. Train tellers in new procedures/regulations as needed.

Position Specific Responsibilities, Duties and Competencies

Supervisory Functions:

  • Monitor holds and ensure that guidelines are followed under Reg. CC.
  • Approve teller transactions that exceed check-cashing limits.
  • Ensure that tellers adhere to check cashing limits policy.
  • Provide support and resources for employees to develop the knowledge and skills necessary to be successful in their positions.
  • Promote employee relations that encourage two way communication between management and employees
  • Establish clear performance expectations.
  • Ensure that customer service and quality standards are consistently maintained in the teller department
  • Monitor off-ages and maintain teller difference log.
  • Complete monthly/quarterly audit reviews/cash audits according to policies and procedures.
  • Schedule tellers and work assignment of duties to be completed in a timely manner with the hours that are allotted.
  • Vault teller duties – as needed.
  • Perform performance reviews for all tellers; including ongoing training and supervision.
  • Interview/hiring/performance review of teller area staff.
  • Attend department head meetings
  • Ensure sufficient and effective communication between main bank and auto bank.
  • Assist tellers with balancing issues.
  • Train and assist tellers with SCO as needed.
  • Other duties as assigned.

Teller Functions:

  • Perform basic paying and receiving functions including cashing checks, handling deposits, savings withdrawals, loan and escrow payments.
  • Balance currency and coin.
  • Balance cash ins and outs
  • Process mail and night depository.
  • Process cash advances, issue Visa Travel Money cards and Visa gift cards and other Bank official checks.
  • Process Bonds and Canadian currency
  • Prepare Stop Pay Requests.
  • Balance Coin Counter
  • Responsible for overall customer service on teller line; train to keep level of service high.
  • Oversee ATM reconciliation and maintenance.
  • Accurately and efficiently process all transactions/work through assigned SCO image capture machine. Ensure that all work processed individually has been captured by SCO through batch balancing to Teller totals
  • Follow procedures for balancing of each SCO batch including the correction of errors and immediate resolution for any out of balance batches. The balancing process must be done on every batch, on every machine and every day with no exceptions.
  • Responsible to follow the maintenance schedule for assigned SCO machine.
  • Responsible for proper item storage and the protection of customer information.

Operations Functions:

  • Maintain inventory of Visa Travel Money Cards and Visa gift cards and official checks, and similar reconciliation and monitoring functions for other operational accounts.
  • Customer contact and resolution on large items being returned for various reasons.
  • Assist Operations Officer when necessary.
  • Various duties in operations including reconciling cash items and teller differences.
  • Responsible for maintaining branch cash at appropriate levels as determined by management.
  • Communicate all FIB vault transactions with Accounting Department.
  • Balance vault cash: prepare incoming and outgoing shipments.
  • Assist with daily balancing of cash to general ledger.
  • Assist with monitoring daily activity of assigned GL accounts; Mc/Visa, cash items, cash clearing, teller difference.
  • Perform basic paying and receiving functions including cashing checks, handling deposits, savings withdrawals, loan and escrow account.
  • Balance currency and coin.
  • Fill customer change orders.
  • Balance Cash ins and outs.
  • Process mail and night depository.
  • Process cash advances.
  • Issue Cashier Checks, Visa Travel Money Cards and Visa gift cards.
  • Take application and redeem US Savings Bonds.
  • Buy and Sell Canadian currency.
  • Prepare stop payment request as back up to Customer Service.
  • Balance ATM and stocks ATM supplies.
  • Balance coin counter.
  • Balance in-bank statements as assigned.
  • Buy and sell cash internally to and from vault supply.
  • Balance vault cash: prepare incoming and outgoing shipments.
  • Accurately and efficiently process all transactions/work through assigned SCO image capture machine. Ensure that all work processed individually has been captured by SCO through batch balancing to Teller totals.
  • Follow procedures for balancing of each SCO batch including the correction of errors and immediate resolution for any out of balance batches. The balancing process must be done on every batch, on every machine and every day with no exceptions.
  • Responsible to follow the maintenance schedule for your assigned SCO machine.
  • Responsible for proper item storage and the protection of customer information

Security/Cash Control:

  • Security: Possess a complete working knowledge of loss prevention and security policies and procedures
  • Adhere to dual control procedures as defined by management.
  • Balance assigned cash/currency as defined by policy.
  • Process off-ages by end of next business day.
  • Assist with all other areas of securing the Bank’s cash/coin and negotiable instruments.
  • Adhere to Bank’s maximum cash limits.
  • Oversee transfer of cash to/from Auto Bank, other institutions, and Fed.

Sales/Public Relations:

  • Promote the improvement of Stockman Bank through quality customer service, promotion of products, professionalism in conduct and diligent work ethic.
  • Greet all customers pleasantly and make them feel welcome and comfortable.
  • Handle transactions quickly and professionally.
  • Effectively handle customer questions and problems.
  • Use effective listening and observing skills to help identify and resolve customer needs.
  • Spot sales opportunities and refer business consistently.
  • Cross-sell other bank services whenever the opportunity arises.
  • Keep up to date on pricing and products.
  • Relay customer comments and or complaints to the Operations Officer and/or Office President immediately.

Federal Regulations:

Maintain a working knowledge of Bank's written policies and procedures that apply to and concern this position’s area of responsibility, including general regulations such as the Bank Secrecy Act, Regulation CC, and Regulation E, Bank Security and various other Federal and State regulations as they apply.

Physical and Mental Demands (The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

Occasionally = 0-33% of shift Frequently = 34-66% of shift Constantly = 67-100% of shift

Constant lifting/carrying up to 10 lbs. Constantly required to hear, talk, write, read, keyboard/computer entry, reach, stretch, work under time constraints with needed ability for task management flexibility and to perform routine duties with attention for details. Constant abilities used/required on the job are mathematics, memory, reasoning, estimating, problem-solving and exercising judgment.

Frequently lift or carry up to 25 lbs stand, walk or sit, while requiring oral and written communications with customers and transactions with guidance available.

Occasionally stoop, kneel, crouch or crawl.

Infrequently climb (up ladders, etc.), balance (to reach items) or drive a car.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Work Environment (The work environment characteristics described here are representative of those an employee will encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

Constantly works with others, around others and with customers and the public. Constantly works indoors, in confined areas and is exposed to the risk of electrical shock.

Frequently works around noise (moderate level). The employee must have the ability to focus on tasks and customers while hearing teller machines (of other tellers), conversations of others, coin sorter, music, phones etc., in a confined area.

Infrequently the employee works alone and also works near moving objects. The employee is also infrequently exposed to outdoor weather conditions.

Company Functions and Expectations:

Technical Knowledge

Has the technical knowledge and analytical skills to fulfill job duties in a positive manner. Keeps abreast of new and changing developments in industry/field especially as it pertains to the individual’s position. Has the ability to analyze situation and react accordingly.

Communication

Expresses information/thoughts clearly and concisely in both written and verbal form. Keeps communication channels open with subordinates and supervisors. Responds promptly to calls or inquiries in a courteous and professional manner. Communication is effective and efficient.

Organization/Planning

Establishes priorities, sets goals and meets deadlines in an accurate and efficient manner. Organizes overall workflow and working area. Quickly identifies problems, makes timely decisions and notifies affected personnel. Plans effectively to ensure timely completion of duties.

Team Work/Professionalism

Is willing to assist others to ensure deadlines are met. Provides assistance to less experienced personnel when needed. Informs appropriate personnel of significant issues in a timely manner. Works well in group environment and with supervisor.

Models professionalism by addressing others with appropriate actions and appearance within professional boundaries.

Customer Service Culture

Employees will strive for outstanding, professional and courteous service to our customers and anyone who visits our facility.

Similar Jobs in Montana