Solution Oriented:
Oversee and enhance solution-oriented assistance to members. Specifically develop and enhance abilities of Tellers to:
- Professionally and proactively help members in achieving their financial objectives with financial guidance and advice.
- Work with members to resolve potential problems to create a positive member solution.
Product Promotion:
Oversee and enhance associate’s ability to meet member needs with promotion of important credit union products. Specifically develop and enhance the ability of Tellers to:
- Understand members’ needs and professionally promote appropriate credit union products and services.
- Work with associates to develop a strong knowledge of Palmetto Citizens’ products.
- Help associates be successful in increasing member service usage of Palmetto Citizens products.
Tellering:
Develop associates appropriately to handle all Tellering functions. Oversee and enhance associates in meeting member needs through tellering assistance, specifically develop and enhance ability of Tellers to:
- Always deliver assistance in a safe and secure manner. Ensures associates understand the importance of knowing the member and the depth of their relationship.
- Provide excellent member service by handling transactions accurately and efficiently.
- Always be professional and pleasant in handling member transactions. Oversee associates in receiving deposits, loan payments, and transfers; transacts cash or check withdrawals; provides cashiers checks, money orders and any other service within their authority.
- Maintain a balanced and secured cash drawer.
- Properly use authority to permit availability of funds for checks up to and including $__________ without further approval.
Management:
- Develops Tellers and has responsibility for member service line goals to drive growth in members, loans, and deposits.
- Has responsibility of accurate cash ordering to fulfill the needs to the members.
- Work closely with associates to monitor and assist them through the progression of appropriate Member Service Project certifications.
- Responsible for the balancing and security of vault cash, travelers’ cheques, all consigned tickets, and negotiable instrument(s) in the office.
- Responsible for instructing associates in the areas of security procedures and internal controls.
- Authority to accept and approve checks up to the above limit.
- Develops Tellers to work with members to resolve potential problems.
- Oversees assistance to members to anticipate potential problems and offer suggestions and possible solutions.
- Supervise ATM balancing (West Columbia Branch only), care and service by Assistant Teller Manager.
- Enhance the value of the Member Service Project, as well as Teller job value.
- Enhance associates’ abilities through mentoring and teaching.