Teller Coordinator Resume Samples

Description :

1. Providing supervisory oversight, in-the-action coaching, and feedback to teller line delivering industry-leading service with every client.
2. 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.
3. Responsible for coaching and development of tellers, operations of teller line.
4. Serving as a subject matter expert for branch operations, transactions, and services.
5. Executing customer transactions, including deposits, withdrawals, money orders and checks.
6. Ensuring compliance with internal controls, operational procedures and risk management policies.
7. Managing/maintaining cash control, supplies, monetary instruments, and consignment items.
8. Conducting weekly team/sales meetings, partner connects and daily huddles.
9. Ensuring consignment items, CTRS, UARS/SARS, monetary item purchase and other internal control and regulatory documents are completed.
10. Performing teammate scheduling to ensure appropriate branch coverage to meet client needs.
11. Partnering with different lines of businesses to drive and achieve branch sales, service, and operational excellence.
12. 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 :

1. Assessing the need for tellers on each counter and formulate plans to man them.
2. Creating schedules for each teller on a periodic basis and ensure that the schedule is being followed.
3. Performing teller rotation based on the time that each teller has spent at one counter.
4. Providing tellers with information on how to handle complex financial instrument processing.
5. Assisting tellers in cashing checks by verifying that signatures and amounts are correctly displayed.
6. Receiving checks for deposit, punch them into system and issue receipts.
7. Counting currency and coins handed in by clients to make sure that the correct amount is being deposited.
8. Examining checks to ensure that they are not forged or have any overwriting done on them.
9. Providing clients with general information on account opening and ensure that they are provided with more profound information by relationship managers.
10. Informing clients about returned checks and provide information on how they can avoid "bounces" in future.
11. Assisting tellers in counting money and balancing cash drawers so that they can concentrate on clients.
12. 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 :

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

Experience

10+ Years

Level

Senior

Education

BS

Description :

1. Handling all teller-related transactions such as deposits, payments, withdrawals, check cashing, etc.
2. Supporting and communicating with the branch staff as sales and referral champion.
3. Consistently ranked in the top percentage of the company with my sales and referral goals.
4. 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.
5. Responsible for coaching and development of tellers, and operations of teller line.
6. Completing operational functions such as approving transactions, cash control, branch security, internal control.
7. Self-identifying client traffic patterns and providing appropriate support with teller line, platform, or lobby management activities.
8. Partnering with ROM to identify, plan, and address operational issues as operations champion.
9. Ensuring compliance with internal controls, operational procedures and risk management policies.
10. 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 :

1. Ensuring that all business transactions and practices comply with banks regulations and code of conduct.
2. Adhering to all policies and procedures, which include service excellence, security compliance, and following guidelines intended to limit risk exposure to fraud and losses.
3. 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.
4. Recognizing potential sales opportunities cross-sell appropriate products and services to clients and make qualified referrals while helping them reach their financial goals.
5. Holding daily and weekly sales, referral and operational meetings with branch teammates to ensure staff is on pace with goals and branch compliance.
6. Managing operational functions such as approving transactions, cash control, branch security and internal control.
7. Responsible for coaching and development of tellers and operations of teller line.
8. Coordinating and preparing work schedules and managing time and attendance of branch teammates.
9. Managing inventory by tracking and ordering bank supplies, equipment, and documents.

Experience

10+ Years

Level

Senior

Education

IT

Description :

1. Responsible for management of daily branch operations maintaining compliance.
2. Review daily reports, new closed accounts, GL account maintenance, wire transfers, etc.
3. Assist tellers and bankers with teller line and process transactions for clients.
4. Identify opportunities to enhance client relationships with beneficial products and services.
5. Branch atm teller responsible for all aspects of atm maintenance and deposit review.
6. Perform admin tasks such as payroll input, cash orders/shipments, supply orders, etc.
7. Train and coach tellers and bankers on operations as necessary/required.
8. Branch customer experience ambassador responsible for maintaining excellent customer service, and coaching employees to provide exceptional customer service.
9. 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 :

1. Utilizing resources to conduct consultative conversations and provide financial solutions that meet client needs.
2. Identifying and making appropriate referrals to other lines of business, cross-selling.
3. Ensuring compliance with internal controls, operational procedures, and risk management policies.
4. Assisting and executes weekly action plans as well as conduct sales meetings upon branch managers absence.
5. Providing outstanding client service, building trust and relationships with my clients.
6. Coaching and role play with teammates about products, client service, policies, and procedures.
7. Maintaining documented coaching logs and monthly one on one meetings with teammates.
8. 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 :

1. 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. 
2. Responsible for employee scheduling to consistently exceed client satisfaction metrics while meeting overall branch operational.
3. Consistently met sales referral goals at 100% for 3 consecutive quarters.
4. Efficiently maintaining staffing model in order to meet and maintain a 98% client.
5. Effectively correcting and organizing branch operational issues within a three month period, increasing the total branch audit score by 58%.
6. Utilizing established procedures to ensure the best results for both parties.
7. 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 :

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

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Meeting clients needs through in-depth conversation and tailor-made recommendations using our extensive suite of products and services.
2. 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.
3. Supervisor over the teller line in my branch responsible for meeting branch referral and sales numbers.
4. Overseeing branch operations through a monthly operations checklist to ensure our branch meets corporate expectations as well as adhering to federal regulations.
5. Coaching teammates under my supervision to ensure they meet their sales numbers and adhere to operational expectations such as cash balancing and client interaction.
6. Managing branch cash levels and shipments as well as individual cash controls such as the vault, cash dispenser, and atm.
7. Complete operational functions such as approving transactions, cash control, branch security, internal control.
8. Responsible for three-person teller team and large daily cash limits.

Experience

2-5 Years

Level

Junior

Education

HS