Tellers are responsible for the safe and accurate handling of the money they process, and head tellers are responsible for performing the same tasks as tellers while managing the operation. When it comes to handling money, there is no room for error. Because of the nature of the job, it is imperative that tellers are good with arithmetic and have an eye for precision.
Head Teller Duties & Responsibilities
The head teller completes managerial duties as well as typical teller duties. Some of these duties include counting the cash in their drawer at the start and end of their shift, accurately recording all transactions electronically throughout the workday, accepting forms of payment such as cash or checks from customers, and issuing savings bonds and/or traveler’s checks at a customer’s request. Tellers must also be able to exchange cash for foreign currency.
A head teller must be able to supervise, coach, train, and assist teller staff efficiently. She/he must manage the organization by setting work schedules for staff and stepping in for the branch manager and assistant branch manager when needed. Monthly reports must be given to management and the head teller must be willing to work overtime at management’s request.
The head teller will also enforce all security procedures and policies, complete accurate monthly audits of logs, cash drawers and ATMs, refer and cross-sell credit union products and services, and meet all sales goals, exceeding them when possible.
In the case of teller losses, the head teller must investigate and implement corrections. Head tellers are responsible for all negotiable instruments within their branch.
A head teller must resolve difficult issues with customer’s complaints, such as grievances about the inaccuracy of an account or unauthorized transactions from the account. For this reason, the head teller must have superb customer-service skills.
The ideal candidate for this position must easily socialize with others while maintaining a pleasant and patient attitude, always aiming to understand the customer’s complaint or dilemma and explain and offer options to settle all issues.
Qualifications & Requirements
To be considered for this position, a candidate must have at least a high school diploma or its equivalent. Two to three years of prior teller experience is required, and prior leadership and/or sales experience is highly preferred. The candidate must have strong math, communication, and computer skills, must pay close attention to detail, and must be able to work with minimal or no supervision.