Credit Union of Texas · 19 hours ago
Teller Lead
Dallas, Texas, United States
Full-time
Onsite
Entry, Mid Level
1+ years expCredit Union of Texas is seeking a Lead Teller to oversee branch operations and ensure compliance with audit regulations. The Lead Teller will lead the Branch Tellers in performing financial transactions and recommend appropriate credit union products to meet member needs.
BankingConsultingFinancial Services
Responsibilities
To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction
Process member transaction requests accurately and in an efficient manner
Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution
Responsible to meet or exceed sales and service goals established by leadership
Lead the Branch Teller team to meet or exceed their established goals
Maintain day-to-day supervision of safes, vault, cash drawers, negotiable instruments, and balancing/summarization procedures
Assign and control employee keys, and ensure that all keys are issued and maintained in accordance with credit union policies and procedures
Perform branch audits including recyclers, employee cash and paper audits, membership and account modifications, safe deposit boxes, etc
Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and CUTX Funds Availability Policy. Ensure team members are also adhering to these policies in member transactions
Remain compliant with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position. Ensure team members are also adhering to these policies
Approve checks, drafts for deposit and other member requests beyond Teller authorized procedures
Oversee ordering, receiving, and verification of incoming/outgoing vault cash, and ensure that adequate cash levels are maintained for the branch and employees
Maintain ATM cash, replenishment and balancing and prepare all necessary reports for accounting purposes
Qualification
Required
Must be goal-oriented
Must be service-oriented
Problem solving competence with a strong attention to detail
Must be self-motivated to meet required sales goals
Must have strong listening skills
Must have strong written and verbal communication skills
Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
Must be a TEAM player and be able to work well in a group setting
High school diploma or general education degree (GED)
Minimum 1-2 years or more of similar or related experience
Company
Credit Union of Texas
Credit Union of Texas is a financial firm that provides banking, loans and investment services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kristopher Harris, RMT
CEO - Community Engagement Officer at Credit Union of Texas
Angela Faust, PMP, NCCO
SVP/Chief Operations Officer
Recent News
2025-05-30
2025-05-27
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