Teller Supervisor - Everett (2019512)

Meridian Bancorp, Inc. Everett , MA 02149

Posted 3 weeks ago

POSITION SUMMARY

Supervise the daily activities of the teller line staff including scheduling, training and adherence to bank policies and procedures. Lead and direct the work of the teller line staff and encourage the attainment of sales goals. Resolve complex customer issues, perform teller line transactions, and oversee maintenance of appropriate logs and reports related to the teller line operation. Provide back-up assistance to the branch management team, Sales and Service Representatives, and other branch departments as needed. Assist in training new tellers and monitoring and evaluating their progress. Follow bank policies and procedures to avoid violation, minimize risk and protect the bank.

ESSENTIAL RESPONSIBILITIES

  • Process branch customer transactions such as receiving and verifying deposits, mortgage and loan payments, disbursement of funds by withdrawal, cashing checks, and completing all business transactions as needed. Follow bank policy and procedures for conducting transactions.

  • Assist customers with completing account transactions and paperwork. Review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as Bank checks and money orders within limits of authority as needed.

  • Explain and refer other Bank products and services to customers at the window to build multiple relationships. Coach and motivate tellers to refer bank products and services daily and to maintain high level of work quality. Monitor progress to ensure success goals are met daily and promote positive customer relations by servicing the customer according to EBSB corporate and division standards.

  • While performing the other responsibilities listed here, supervise the daily operational activities of the teller line staff to ensure that accurate, efficient and friendly customer service is provided. Perform overrides within limits of authority.

  • Perform cash management duties such as: monitoring reserve cash including daily settlement, distribution and collection from tellers, completing cash flow analysis worksheets, ordering and shipping cash when necessary, balancing ATM daily, and conducting consolidation of daily work and branch settlement. Assist staff in locating and resolving errors, and perform routine and random cash audits.

  • Access customer account records using bank teller software application to respond to customer inquiries regarding accounts and transactions. Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, as well as state and federal regulations such as Reg CC, Reg DD, and BSA. Understand and follow CIP procedures. Complete OFAC verifications and recognize when CTRs and SARs are to be completed and filed. Refer unusual questions and account activity to supervisor.

  • Research and resolve complex customer issues and complaints and follow through to completion. May prepare correspondence on matters related to customer accounts.

  • Perform additional duties weekly or monthly as appropriate such as: preparing night deposit bags, operating the drive-up window, filing and scanning records, assisting with audits, and distributing and collecting cash to and from tellers.

  • May open or close the branch as schedule requires.

QUALIFICATIONS

  • High school diploma or equivalent

  • At least 6 months as a teller and sales experience meeting goals

SKILLS

  • Excellent customer service skills

  • Ability to cross sell products and services

  • Proficiency in operating teller and platform software and business machines

  • Strong knowledge of customer service standards

  • Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers

  • Ability to count money accurately and distinguish denominations

  • Ability to operate teller and platform software and business machines

PREFERENCES

  • At least 6 months previous supervisor experience

  • Multilingual capabilities and/or multicultural perspective

East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.

Job Location Everett, Massachusetts, United States Position Type Full-Time/Regular

Apply


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sales & Service Representative Everett (2019522)

Meridian Bancorp, Inc.

Posted 1 week ago

VIEW JOBS 8/10/2019 12:00:00 AM 2019-11-08T00:00 POSITION SUMMARY Sell and establish new accounts, products and services for new and existing customers. Serve customers and service their accounts efficiently and in a manner which provides the highest level of customer satisfaction and strict compliance with policies, procedures, regualtions and laws. Assess customers' financial needs and cross sell additional products and services to retain customers and increase the profitability of the Bank, both at the desk and through telemarketing. Perform other duties necessary to complete branch customers' transactions. Avoid violations, minimize risk and protect the bank. ESSENTIAL RESPONSIBILITIES * Greet and interview existing and perspective customers at the desk to assess financial needs and promote, discuss and sell various bank products and services, including but not limited to; checking accounts, savings and investment accounts, retirement accounts, electronic banking services and consumer loans. Promote positive customer relations, meeting bank, division and department standards of customer service. Perform teller responsibilities and other duties as needed or directed. * Explain and/or demonstrate various additional products and services to customers in order to ascertain complimentary services which would provide value to the customer and to attempt to cross-sell * Open, change and close accounts at customers' request; assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness and forward to appropriate department * Contact existing an prospective customers through out-bound call and letters to assess financial needs and promote products and services as described above * Respond to customer inquiries regarding accounts and transactions by accessing customer account records using bank platform applications and listening closely to customers' concerns; change status of any and all customer accounts through file maintenance system * Respond to customer inquiries regarding accounts and transactions by accessing customer account records using bank platform applications and listening closely to customers' concerns; change status of any and all customer accounts through file maintenance system * Order ATM/debit cards and ensure their proper functioning; ensure customers' understanding of remote and electronic banking * Process stop payment orders and other account maintenance timely and accurately; sell third party financial instruments as the bank offers them from time to time * Prepare, set up and issue approved secured consumer loan products; process applications for various credit services such as passbook loans, Credit Builder and auto loans * Consult with Branch management to plan, review and achieve annual individual sales goals according to the Bank's overall Sales Program * Complete daily settlement to verify accuracy of all work QUALIFICATIONS * High school diploma or equivalent * 1+ years experience in customer service and sales PREFERENCES * 2+ years of directly related experience * At least 6 months of retail banking experience * Multilingual capabilities and/or multicultural perspective SKILLS * Ability to communicate professionally and effectively in person, on the phone, electronically, or through other means to individuals and groups * Excellent customer service skills * Ability to work well with diverse populations * Knowledge of the bank's products and services * Microsoft Office * Proficient in industry specific software applications May require temporary or permanent transfer to another branch location East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law. Job Location Everett, Massachusetts, United States Position Type Full-Time/Regular Apply Meridian Bancorp, Inc. Everett MA

Teller Supervisor - Everett (2019512)

Meridian Bancorp, Inc.