A lead teller is responsible for managing the overall operations of a financial institution.
Building client rapport, risk management, and platform assistance are all part of the work of a lead teller.
As a matter of fact, he or she may have to actually perform teller duties, especially in the event of large customer volume.
Lead Teller Job Description
• Great clients and inquire into their purpose of visit, while ensuring that a teller or another staff member caters to their needs.
• Provide clients with information on bank services, and direct them to the right personnel.
• Accept checks and drafts, and verify information such as dates, amount, and signatures on them.
• Act as a first point of contact to identify and resolve complex client servicing issues.
• Oversee teller teams to ensure the provision of excellent customer services throughout the day.
• Seek out client, and provide them with information on alternate delivery channels within the capacity of the bank.
• Build rapport with new and existing clients, ensuring the provision of well-placed services at all times.
• Address clients’ issues and problems, engaging bank branch management wherever necessary.
• Assist in creating and maintaining solid relationships between personal bankers and clients.
• Oversee bank instruments such as checks, pay orders, and drafts in order to ensure their validity.
• Send bank instruments for clearing at the end of each workday.
• Assist tellers in handling discrepancies and issues relating to cash balances.
See also: Lead Teller Resume Sample
Lead Teller Qualifications
To work as a lead teller, a high school diploma or a GED equivalent is sufficient.
Strong knowledge of branch operations and superior service provision skills are necessary.
Additionally, lead tellers need to possess exceptional leadership skills.
Essentially, a lead teller performs teller functions as well, therefore, he or she needs to know all about the work as well.