Teller Coordinator Resume Samples

Description :

• Providing supervisory oversight, in-the-action coaching, and feedback to teller line delivering industry-leading service with every client.
• Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the sun trust code of conduct.
• Responsible for coaching and development of tellers, operations of teller line.
• Serving as a subject matter expert for branch operations, transactions, and services.
• Executing customer transactions, including deposits, withdrawals, money orders and checks.
• Ensuring compliance with internal controls, operational procedures and risk management policies.
• Managing/maintaining cash control, supplies, monetary instruments, and consignment items.
• Conducting weekly team/sales meetings, partner connects and daily huddles.
• Ensuring consignment items, CTRS, UARS/SARS, monetary item purchase and other internal control and regulatory documents are completed.
• Performing teammate scheduling to ensure appropriate branch coverage to meet client needs.
• Partnering with different lines of businesses to drive and achieve branch sales, service, and operational excellence.
• Conducting various branch operations tasks such as balancing and replenishing ATM, TCD, TCR, and shipment processing.

Experience

2-5 Years

Level

Junior

Education

Certification

Description :

• Assessing the need for tellers on each counter and formulate plans to man them.
• Creating schedules for each teller on a periodic basis and ensure that the schedule is being followed.
• Performing teller rotation based on the time that each teller has spent at one counter.
• Providing tellers with information on how to handle complex financial instrument processing.
• Assisting tellers in cashing checks by verifying that signatures and amounts are correctly displayed.
• Receiving checks for deposit, punch them into system and issue receipts.
• Counting currency and coins handed in by clients to make sure that the correct amount is being deposited.
• Examining checks to ensure that they are not forged or have any overwriting done on them.
• Providing clients with general information on account opening and ensure that they are provided with more profound information by relationship managers.
• Informing clients about returned checks and provide information on how they can avoid "bounces" in future.
• Assisting tellers in counting money and balancing cash drawers so that they can concentrate on clients.
• Providing support in computing financial fees and service charges and explain to clients why these may be levied.

Experience

5-7 Years

Level

Executive

Education

HS

Description :

• Responsible for daily balancing of cash drawer and vault, weekly balancing of atm, foreign currency.
• Protecting bank assets and maintain compliance by being focused and engaged while performing various.
• A vital member of the team in gaining referrals and identifying client needs.
• Earning trust and loyalty from numerous clients by providing exceptional customer service.
• Ensuring that all tellers are aware of, and participate in, achievement of service and sales goals.
• Completion of operational functions such as approving transactions, vault cash control, branch security and internal control.
• Transactions, control of consignment items, and play a substantial role in supporting management.

Experience

10+ Years

Level

Senior

Education

BS

Description :

• Handling all teller-related transactions such as deposits, payments, withdrawals, check cashing, etc.
• Supporting and communicating with the branch staff as sales and referral champion.
• Consistently ranked in the top percentage of the company with my sales and referral goals.
• Responsible for ensuring that all business transactions and practices in the individuals' span of control comply with all regulations and the Suntrust code of conduct. Pursue on-going education of SunTrust products, services, and other lines of business.
• Responsible for coaching and development of tellers, and operations of teller line.
• Completing operational functions such as approving transactions, cash control, branch security, internal control.
• Self-identifying client traffic patterns and providing appropriate support with teller line, platform, or lobby management activities.
• Partnering with ROM to identify, plan, and address operational issues as operations champion.
• Ensuring compliance with internal controls, operational procedures and risk management policies.
• Supporting branch manager as second in command. Prepare excel spreadsheets and other various reports, for team meetings.

Experience

10+ Years

Level

Senior

Education

HS

Description :

• Ensuring that all business transactions and practices comply with banks regulations and code of conduct.
• Adhering to all policies and procedures, which include service excellence, security compliance, and following guidelines intended to limit risk exposure to fraud and losses.
• Ensuring that all established security and internal controls are observed by all staff members; including drawer limits and procedures concerning cash counts, bait money, atm, teller outages, dual control items, safe time locks and keys/combinations, etc.
• Recognizing potential sales opportunities cross-sell appropriate products and services to clients and make qualified referrals while helping them reach their financial goals.
• Holding daily and weekly sales, referral and operational meetings with branch teammates to ensure staff is on pace with goals and branch compliance.
• Managing operational functions such as approving transactions, cash control, branch security and internal control.
• Responsible for coaching and development of tellers and operations of teller line.
• Coordinating and preparing work schedules and managing time and attendance of branch teammates.
• Managing inventory by tracking and ordering bank supplies, equipment, and documents.

Experience

10+ Years

Level

Senior

Education

IT

Description :

• Responsible for management of daily branch operations maintaining compliance.
• Review daily reports, new closed accounts, GL account maintenance, wire transfers, etc.
• Assist tellers and bankers with teller line and process transactions for clients.
• Identify opportunities to enhance client relationships with beneficial products and services.
• Branch atm teller responsible for all aspects of atm maintenance and deposit review.
• Perform admin tasks such as payroll input, cash orders/shipments, supply orders, etc.
• Train and coach tellers and bankers on operations as necessary/required.
• Branch customer experience ambassador responsible for maintaining excellent customer service, and coaching employees to provide exceptional customer service.
• Member of the management team within the branch who assists assistant or branch manager when necessary.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

• Utilizing resources to conduct consultative conversations and provide financial solutions that meet client needs.
• Identifying and making appropriate referrals to other lines of business, cross-selling.
• Ensuring compliance with internal controls, operational procedures, and risk management policies.
• Assisting and executes weekly action plans as well as conduct sales meetings upon branch managers absence.
• Providing outstanding client service, building trust and relationships with my clients.
• Coaching and role play with teammates about products, client service, policies, and procedures.
• Maintaining documented coaching logs and monthly one on one meetings with teammates.
• Hand-picked by area manager to act as an on-the-job training coach for new teammates.

Experience

10+ Years

Level

Senior

Education

HS

Description :

• Assisting branch management in motivating and developing branch personnel, this is achieved through direct supervision of teller staff, customer interaction, observations and individual coaching sessions. 
• Responsible for employee scheduling to consistently exceed client satisfaction metrics while meeting overall branch operational.
• Consistently met sales referral goals at 100% for 3 consecutive quarters.
• Efficiently maintaining staffing model in order to meet and maintain a 98% client.
• Effectively correcting and organizing branch operational issues within a three month period, increasing the total branch audit score by 58%.
• Utilizing established procedures to ensure the best results for both parties.
• Conducting numerous official transactions, such as money orders, deposits, withdrawal tickets, account statements and payment coupons upon client’s request.

Experience

10+ Years

Level

Senior

Education

BS

Description :

• Supervising and scheduling branch tellers to ensure efficient teller operations; perform monthly surprise cash audits on all teller drawers within the branch.
• Performing general teller duties, such as processing deposits, loan payments, cash withdrawals, and official checks.
• Managing the branch vault under sole control, verifying all cash in and out transactions for accuracy.
• Responsible for preparing weekly cash shipments to keep the branch within the assigned limit.
• Scanning all teller work through branch capture, verifying for accuracy to minimize proof suspense errors.
• Preparing monthly audit package, ensuring all policies and procedures are being followed in the branch to maintain exceptional operational soundness.
• Build lasting rapport with clients that assist my branch in defining the best solutions for reaching client’s financial goals.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

• Meeting clients needs through in-depth conversation and tailor-made recommendations using our extensive suite of products and services.
• Specialist in company systems, policies, and procedures; I was a primary point of contact, not only in my branch but for teammates and management throughout my area.
• Supervisor over the teller line in my branch responsible for meeting branch referral and sales numbers.
• Overseeing branch operations through a monthly operations checklist to ensure our branch meets corporate expectations as well as adhering to federal regulations.
• Coaching teammates under my supervision to ensure they meet their sales numbers and adhere to operational expectations such as cash balancing and client interaction.
• Managing branch cash levels and shipments as well as individual cash controls such as the vault, cash dispenser, and atm.
• Complete operational functions such as approving transactions, cash control, branch security, internal control.
• Responsible for three-person teller team and large daily cash limits.

Experience

2-5 Years

Level

Junior

Education

HS