Truliant Federal Credit Union · 15 hours ago
Lead Teller - Friendly
Greensboro, NC
Full-time
Onsite
Mid, Senior Level
2+ years expTruliant Federal Credit Union is committed to improving lives by putting their members first, and they are seeking a Lead Teller to oversee day-to-day teller operations. The Lead Teller will provide coaching, ensure adherence to service standards, and support member service operations while acting as a positive role model for the team.
Banking
Responsibilities
Provides coaching and encouragement to the Teller team ensuring appropriate contributions to the branch goals and objectives
Ensures that Teller team engages in meaningful financial conversations with members and records these interactions through the referral process
Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including problem resolution
Coaches the teller team using observational coaching model and serves as a role model by providing excellent customer service including engaging member in conversations and building relationships with them
Provides support to member service operations
Researches and resolves members’ account issues and maintains integrity, discretion and confidentiality when handling difficult situations concerning member accounts
Monitors all teller transactions to ensure that they are performed with accuracy and minimal errors
Assists Management to ensure that all Branch cash audits are carried out in an efficient, timely, consistent and accurate fashion
Assists Branch Manager to ensure that teller staff members appropriately control and minimize fraud losses. Verifies that all Tellers are meeting Credit Union Balancing Standards, following Check Hold standards, and Member Identification procedures
Ensures that team members adhere to all Credit Union and security policies and procedures, and communicates operational procedure changes
Schedules Teller operations to assure that sufficient staff coverage is available during service hours. Delegates tasks as appropriate to team members and confirms that tasks are completed
Balances vault cash daily and reconciles errors if needed. Keeps Branch below maximum cash limits and ensures maximum cash drawer limits are not exceeded
Balances and audits Cash Dispensing Machine(s) and Transaction Currency Recycler(s) according to Credit Union policy and ensures the daily processing and management of the Night Depository
Mentors new Teller’s and assists in team members’ professional development. Evaluates progress of training and makes recommendations to Management. Trains the Teller team on new policies/procedures and changes to existing policies/procedures to ensure comprehension
Provides assistance and feedback to management in order conduct performance appraisals including monthly scorecards, 90-day reviews and annual reviews for the Teller team
Recognizes positive behavior, achievements, and results exhibited by employees in a fair, consistent and professional manner
Manages the inventory of Official Check stock, Express Loan Checks and Starter Check stock
Serves members as needed performing all standard teller duties
Assists with other tasks and projects as assigned
Qualification
Required
Must have strong understanding of standard concepts, practices, procedures, regulations and compliance requirements within the financial services environment
Must have excellent verbal and written English communication skills
Strong interpersonal skills required
Must have good arithmetic skills
Must have basic personal computer skills
Must have ability to understand all business processes within the credit union
Must be detail oriented and well organized
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Must be able to complete all assignments with minimal supervision
Must be able to resolve member's complaints and coach others
Must have ability to work well under pressure in a goal-oriented environment
Should possess a strong commitment to providing excellent service to Truliant's members
High School Diploma or equivalent required
Preferred
Previous sales experience preferred
Associates Degree or greater preferred
A minimum of 2+ years teller or branch operations experience in financial services industry preferred
Supervision experience preferred
Benefits
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
Company
Truliant Federal Credit Union
Truliant is federally insured by the National Credit Union Administration and is an Equal Housing Lender
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Todd Hall
CEO/President
Recent News
SC Biz News
2025-11-08
2025-11-04
2025-11-04
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