KLEBERG BANK, NATIONAL ASSOCIATION
Lead Teller (Finance)
Maintain a basic knowledge of all Kleberg Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. Adhere to established standards, policies and procedures.
Continually meets customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty in accordance with Kleberg Bank standards.
Assists the Banking Center Manager in the planning organizing and controlling of the Center resources as well as prepares appropriate reports for management.
Presents positive business-like image; builds trust; develops productive and cooperative teamwork; facilitates group decision making; involves all who are effected in action planning for change.
Identify and match customer product needs with Kleberg Bank products and services by probing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
Must demonstrate ability to learn and train center functions as described in the policies, procedures and performance standards established by the Bank.
Have working knowledge of Bank's Products and Services enabling sells and cross sales at every opportunity.
Will be able to manage all facets of branch operations and technology including but not limited to monthly audits, monthly alarm testing, maintaining branch cash levels and any other tasks assigned by the Banking Center Manager.
Provides feedback to Banking Center Manager for Teller's performance evaluations.
May function as vault teller, responsible for distribution, verification and proof of vault cash and/or personal banker, responsible for lobby services to include but not limited to, opening new accounts, customer service and consumer loan requests.
Performs the role of a mentor and coach. Supports less experienced Tellers by verifying transactions, signing checks, explaining procedures, and providing overrides, as necessary.
Identify problems and initiate resolutions efficiently, notify appropriate resources of issues, and outcomes, and ensure inquiries and investigations are completed in a timely manner.
Sets high performance goals and standards for self, operations team members, and the organization; is constructively competitive and eager to meet and surpass business competitors.
Perform security functions as listed in the Center Opening and Closing Procedures, and ensuring overall safety and security of bank grounds.
Proactively resolve customer complaints, problems or other issues.
Works in a team setting. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor.
Competencies
Technical Capacity
Problem Solving / Decision Making
Customer/Client Focus
Communication Proficiency.
Accuracy and Attention to Detail
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a bank branch. It is a professional environment.
Physical Demands
This position requires the ability to stand or walk for extended periods of time dependent upon branch location. Ability to work in a high volume, and noisy environment. Operate a computer and other office machinery such as office computer and printer.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, use hands to manipulate, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close and color vision.
Position Type and Expected Hours of Work
This is a full-time position. Must be able to work a flexible schedule including evenings and weekends. Schedules are prepared based on business need and subject to change at any time.
Travel
No travel is expected for this position.
Required Education and Experience
• High school diploma or GED equivalent required
• Minimum 2- 5 years related experience and/or training in banking or related industry.
• Must be competent and knowledgeable in bank operations policies and procedures.
Preferred Education and Skills
• College degree or 5-7 years in banking or related industry
• Work related experience should consist of an in-depth background in a financial institution in administration, compliance, security, center operations management, bank operation, and bank supervision
• Bilingual (English/Spanish) preferred
• Ability to comprehend basic math principles
• Ability to effectively present information and respond to questions from management
AAP/EEO Statement
Kleberg Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.
Other Duties
Duties, responsibilities and activities may change at any time with or without notice.