Heritage Financial Credit Union H

Part Time Lead Teller - New Paltz

Found in: Lensa US

Part Time Lead Teller-New Paltz

Position Title:
Lead Teller Department:
Branch Operations
Approved By:
VP of Retail Delivery

Position Reports To:
Branch Manager I or Branch Manager II

Positions Supervised:

Responsible for providing outstanding member service; recommending products and services and performing member transactions.

  • Provide outstanding member service by accurately processing member transactions and actively promoting products and services. Transactions include deposits, withdrawals, loan payments, transfers, check cashing, travelers checks, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc.
  • Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures
  • Cross-sell credit union products and services.
  • Process mail and night depository transactions.
  • Ensure that teller station is properly stocked with forms, supplies etc.
  • Perform member service responsibilities; answering questions and requests, researching and resolving member issues, etc.
  • Assist Branch Supervisor/Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc.
  • Recommend changes, workflow, efficiencies and quality.
  • Mentor and coach the teller staff, stressing the importance of cross-sell opportunities.
  • If the Branch Supervisor is unavailable or absent, supervise the branch, being responsible for opening/closing procedures, the smooth operation of the branch and the branch staff.
  • Prepare the monthly audit package for the Branch Supervisor/Branch Manager to review.
  • Assist Branch Supervisor and/or Branch Manager as needed.
  • Offer support as needed with member issues in the branch.
  • Performs additional duties as assigned.
Performance is measured against the core competencies as outlined by the position and against goals established by the supervisor.


High School Diploma or GED plus two years customer service and cashier experience; or a comparable combination of education and experience.

Notary designation or ability to attain within 6 months.
Experience Required:
Experience using P.C. based software including Microsoft Office
Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills.

Our Mission:
We are more than a bank. We believe in our members and employees in their stories, both past and yet to be written.

We are the combined heritage of generations who care about and support each other to provide lasting contributions in our communities.

We are committed to creating opportunities for people by providing necessary tools, resources and education to make possible the achievement of their goals, hopes and dreams.

Employment at our Credit Union is based upon merit, ability, and qualifications.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.

calendar_today 2 days ago

location_on New Paltz, United States

work Heritage Financial Credit Union

I expressly authorise the Terms and Conditions

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