Financial Services Supervisor
Havre de Grace, MD  / Aberdeen, MD  / Fallston, MD  / Bel Air, MD  / Edgewood, MD  / Forest Hill, MD  / Belcamp, MD  / Aberdeen Proving Ground, MD ...View All
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Posted 26 days ago
Job Description
Description

APGFCU - Your Community Credit Union! For over 80 years, APGFCU has shared our financial experience and provided valuable products and services to build stability and financial independence, one member at a time. We are looking for those who want to join this movement and become a part of a growing organization. We offer competitive pay and great benefits.

Summary: Under the general supervision of branch management, perform teller duties, identify member needs and recommend appropriate credit union products and services. Provide high quality member service in a courteous manner. Lead cash management processes to include vault settlement, cash order recommendations and summarizing and closing all transactions at close of business. Perform supervisory duties including but not limited to training new employees, coaching employees with balancing or sales deficiencies, and training ATM and cash recycler settlement and stocking. Perform account corrections, as necessary. Supervise teller line staff and coordinate daily workflow by ensuring teller line is set up each morning prior to opening. Observe all safety and security policies and procedures. Assist branch management to develop a strong member focus among staff through coaching conversations.

Essential Duties and Responsibilities:

Daily Teller Duties:

  • Process a variety of member transactions accurately and efficiently in adherence to credit union policies and regulations such as cashing checks, processing deposits and withdrawals, bond redemption, loan payments, cash advances, transfers, and issuing monetary instruments. Set up cash and supplies for daily operations.
  • Professionally and courteously greet members and process member transactions in accordance with established credit union procedures and within assigned cash and check authority limits.
  • Enter member transactions into credit union software applications and handle member transactions accurately and within defined limits of Teller Performance Standards to include:
  • Performance expectations
  • Accuracy guidelines
  • Check and transaction authority limits
  • Assist in maintaining branch tracking logs.
  • Accurately perform transactions and balance daily activities including:
  • Verifying all work before disbursing to member and repeat transaction to member
  • Reviewing transaction data to avoid posting inaccurate transactions
  • Use system in and out cash calculator to record transactions
  • Communicating questions or problems experienced to manager in a timely manner
  • Adhering to operational policies and procedures
  • Perform teller and branch settlement activities including:
  • Process night deposit transactions in accordance with established procedures
  • Reconcile fee and transaction entries and participate in the branch end of day settlement process
  • Reconcile daily money order and visa advance settlement
  • Assist with applicable monthly branch audits
  • Perform all daily teller duties including opening/closing and accurately balancing of the branch
  • Assist with onboarding and training new staff
  • Perform Teller Capture procedures to include check scanning, reconciliation and balancing
  • Assist management with monthly check audits
  • Assist in covering the receptionist desk as needed
  • Direct activity on the teller line
  • Protect member sensitive information and identify potential elder abuse, counterfeit bills, fraudulent checks and other scams

Supervisory Duties:

  • Perform Check Audits and Branch Audits.
  • Lead cash management to include vault settlement and recommend cash orders
  • Perform and lead dual control process
  • Monitor and verify Monetary Instrument Log for completion.
  • Reconcile fee and transaction entries and direct branch settlement at the close of the day to include following BCP procedures, when needed.
  • Approve checks for cashing and depositing within defined authority.
  • Lead and support tellers in processing commercial transactions.
  • Maintain inventory of money orders, cashier's checks, Visa gift cards and instant issue cards within established credit union guidelines.
  • Lead and navigate through technical and connectivity issues.
  • Delegate teller line job duties to ensure daily workflow is completed in an efficient and effective manner.
  • Lead operations meetings educating staff of regulatory changes and procedure updates.
  • Partner with the management team during monthly feedback sessions with all tellers and document all areas of performance.
  • Validate teller referral results and assist with monthly review tool evaluations.
  • Support management with teller referral program to include enforcing the Teller Standards, scheduling coaching observations and assisting in coordinating of Teller/MSR meetings.
  • Provide summary of teller's performance results to management for performance evaluations.
  • Assist with testing of new systems, products and services, as needed.
  • Provide assistance in researching teller work to recover differences and resolve complaints.
  • Perform daily FSS duties accurately with limited supervision.
  • Onboard new tellers as they report to the branch.
  • Work closely with new tellers and verify, through observation, that all basic teller processes and procedures are practiced and completed.
  • Demonstrate a positive and professional image, strong team skills, and support credit union policies and procedures.
  • Coach and support tellers on cross selling products and services and be available during the day to assist with situations where corrections or research is needed.
  • Assist with teller settlement process and provide guidance during research and resolution of teller differences to prevent reoccurrences.

Cross-Sell/Member Service:

  • Maintain a solid knowledge of all credit union products and services.
  • Respond to member inquiries, identify needs and recommend appropriate products or services.
  • Periodically conduct Best Way meetings for tellers.
  • Assist the management team in facilitating product knowledge presentations.
  • Maintain monthly teller referral score at a 3.0 or better as outlined within Teller Standards.
  • Process member address changes as requested.

OTHER:

  • Perform other similar or related duties, as required or directed.
  • Must have a flexible schedule; be available to work Saturdays and travel to all branch locations.

ADDITIONAL: Responsible for completion of applicable training and compliance on federal regulations and APGFCU policies and procedures as related to the duties of this position (Bank Secrecy Act, Information Security as examples, if applicable).

QUALIFICATIONS:

EDUCATION: Equivalent to a high school diploma.

EXPERIENCE: Three years of experience as a teller at a financial institution required.

Supervisory and sales preferred.

PHYSICAL DEMAND: The physical 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. While performing the duties of this job, the employee is regularly required to use hands to lift coins or money bags. The employee must occasionally lift and/or move up to 50 pounds.

KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of financial institution procedures, basic principles of debits and credits, personal computers and software applications, and business office equipment, commercial mathematics. Requires professional interpersonal and interaction skills, organization and oral communication skills; must have the ability to work as part of a team and handle a multi-tasked, fast-paced environment. In depth knowledge of all teller policies and procedures is required. Excellent communication skills, and must be a strong team player. Must display an upbeat and professional demeanor at all times that portrays a positive role model for other tellers to follow.

APGFCU is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability to Protected Veteran status. Please use the attached link to view the EEO law poster http://www1.eeoc.gov/employers/poster.cfm

APGFCU is committed to working with and providing reasonable accommodations to persons of all abilities, including persons with disabilities. If you need a reasonable accommodation for any part of the employment process, please send to the Human Resources Department and let us know the nature of your request and your contact information. Reasonable accommodations are considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodations will be responded to from this e-mail address.



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
3+ years
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