Lead Teller Resume Sample

4.6
15 votes

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Florencio Kautzer
3694 Kris Vista,  Houston, TX
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Work Experience


Lead Teller
11/2016 - PRESENT
Los Angeles, CA
  • Make product suggestions based on the client’s needs and refer to a member of the branch team
  • Seek out clients and educates them on alternative delivery channels. Build Client Rapport
  • Make product suggestions based on the client's needs and refer to a member of the branch team
  • Participate in client appreciation event
  • Listen for clues for Financial Wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker
  • Help create and establish a business relationship between the Banker and the client
  • Coordinate time between Banker and client for business meetings as necessary
  • Engage the Lead Teller and or Banker when faced with complex client account issues
  • Consistently executes on Key’s Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction
CCB Lead Teller
04/2011 - 05/2016
Boston, MA
  • Establishes preset appointments, delivers quality Financial Wellness Review conversations, identifies needs, makes recommendations and follow’s up
  • Provides financial solutions to clients to help them achieve their goals. Solutions could involve; payments, deposit, loan and investment products (with appropriate licensing)
  • Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Client Experience (CE) Desktop (Key’s branch platform system); documents activities by using the call report feature in the Desktop
  • Participates in and occasionally facilitates daily branch huddles
  • Participates in special projects, campaigns and assignments as requested
  • Assists with coaching and training tellers and other branch professionals as needed
  • Completes and maintenances electronic client profiles using Key’s technology such as the Client Experience (CE) Desktop

Education


Indiana Wesleyan University - Kokomo Campus
2007 - 2011
School's Degree in Business

Professional Skills


  • Demonstrated superior client relationship skills - Excellent communication and interpersonal skills
  • Basic math, reading and writing, and computer skills are required for all positions
  • Experience in sales and service in a banking environment or 1 year experience in sales and service in a retail environment
  • Experience in a customer facing role or at least 1 year Customer Service experience
  • 6 months experience in an operations role or 6 months experience in a leadership role
  • 6+ months experience in an operations role or 6+ months experience in a leadership role
  • Proven track record of developing and coaching high performance sales and service teams

How to write Lead Teller Resume

Lead Teller role is responsible for basic, retail, finance, credit, training, security, reporting, digital, insurance, travel.
To write great resume for lead teller job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Lead Teller Resume

The section contact information is important in your lead teller resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Lead Teller Resume

The section work experience is an essential part of your lead teller resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous lead teller responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular lead teller position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Lead Teller resume experience can include:

  • Complete complex transactions and demonstrate mastery of Teller application transactions and processing Teller operations
  • Demonstrated ability to build and leverage Centers of Influence (COIs) to further promote business
  • Balancing of general ledgers required
  • Responsible for the daily opening and closing of the Credit Union and operation of the alarm system; and changing out and storing security tapes
  • Responsible for cash management and controls, and assists other Tellers with accuracy in cash handling and balancing
  • Responsible for balancing ATM(s) and teller assist machines; and investigate teller losses and institute corrective flow of work

Education on a Lead Teller Resume

Make sure to make education a priority on your lead teller resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your lead teller experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Lead Teller Resume

When listing skills on your lead teller resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical lead teller skills:

  • Experience utilizing Microsoft Office Products including Word, Excel and Powerpoint
  • Retail Banking experience
  • 3 – 5 years of cash handling experience
  • Cash handling experience
  • Teller or Cash Handling experience
  • 6+ months experience in a customer-facing role

List of Typical Experience For a Lead Teller Resume

1

Experience For Ccb-anticipated Lead Teller Resume

  • Assists the Manager, in all areas of the teller operations by scheduling hours, assigning work, answering questions, solving problems, helping with complex transactions and sensitive member relation problems, and explaining policies and procedures to tellers and members
  • Ensure that staff is trained and cross-trained in all phases of their particular jobs and in all credit union products and services to ensure the highest quality of service to the members
  • Hold periodic staff meetings to discuss areas needing improvement, changes in procedures, new developments or services and to present general information. Encourage the exchange of ideas
  • Responsible for balancing the Mastermoney Debit Cards
  • Assist tellers as required with member questions or any transaction questions that needs clarification
  • Serve as the vault teller of the credit union, to include ordering cash from the FED, verifying cash received, filling teller cash orders, maintaining vault security and balancing vault cash nightly
  • Redeem and balances savings bonds, input loans and loan maintenance, disburses loans sell Money Orders and Cashiers Checks
2

Experience For CCB Lead Teller Resume

  • Processes credit card advances receives, records, and processes credit card payments
  • Receives, records, and processes mortgage payments
  • Perform all teller functions as needed
  • Perform random audits of teller boxes and reports these monthly to the Branch Manager
  • Cross-sell credit union services such as safe deposit boxes, traveler’s checks, debit cards, credit cards, on-line banking or other promotional products where available
  • On call for weekend and after hours for ATM
  • Maintains excellent customer service which includes prompt acknowledgment of customer, friendly and courteous disposition, customer satisfaction on transaction requests, and professional image
3

Experience For Lead Teller Resume

  • Completes customer transactions. Transactions include: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming Series E and EE Bonds, processing remote fund requests and Visa cash advances, selling Travelers Cheques and money orders, and completing stop payments and wire transfers
  • Informs customers of bank products and services features and benefits; sells products and services based on customers’ need; and refers customers to appropriate staff, when necessary
  • At least one year teller experience required
  • Follows regulations and security procedures, by completing necessary documents and maintaining confidentiality
  • Researches, answers and resolves customer and teller problems; schedules teller work hours; conducts cash audits; and assists tellers in balancing
  • Follows regulations and security procedures, completes necessary documents, and maintains confidentiality
  • Verifies customers' signatures, account ownership, and identification; utilizes teller terminal to obtain account numbers and balances, to research customers’ transaction questions, and to process address changes
  • Mails deposits, night deposits, and ATM deposits; microfilms and forwards teller items; runs loose coin for customers
4

Experience For Ccb-anticipated Lead Teller Resume

  • Verifies cash received from vault and balances the teller drawer against the teller terminal daily
  • Balances and remits money orders and Travelers Cheques; and balances month-end reports for the Teller department. Month-end reports include: teller transactions totals, cash overages and shortages, vault totals, and cash drawer totals
  • Assists in the training of new tellers
  • To help customers achieve their financial goals, direct customers to Relationship Bankers or other lines of business, as appropriate
  • Maintains excellent customer service which includes prompt acknowledgment of the customer, friendly and courteous disposition, customer satisfaction on transaction requests, and professional image
  • Informs customers of bank products and services, features and benefits; sells products and services based on customers’ need; and refers customers to appropriate staff, when necessary
5

Experience For CCB Lead Teller Resume

  • Verifies customers' signatures, account ownership, and identification; utilizes the bank’s core system to obtain account numbers and balances and researches customers’ transaction questions
  • Mails deposit receipts, night deposits, and ATM deposits; completes end of day process, releases captured work and completes branch recap; runs loose coin for customers
  • Verifies cash received from vault and balances the teller drawer against the bank’s core system daily
  • Researches, answers and resolves customer and teller problems; conducts cash audits; and assists tellers in balancing; completes the Teller Outage Checklist when tellers are out of balance at the end of the day
  • Balances and remits money orders and balances month-end reports for the teller department. Month-end reports include: teller transactions totals, cash overages and shortages, vault totals, and cash drawer totals
  • Two years customer service and cash handling experience required and at least one to two years teller supervisor or retail management experience
  • Three (3) years’ experience with a financial institution with emphasis in cash operations, check processing and accounting
  • Works with the branch manager to set the tone of the branch environment to provide an exceptional customer experience, and a dynamic and engaging culture
  • Teller experience required
6

Experience For Lead Teller Resume

  • Ongoing coaching of teller staff regarding customer service, regulatory requirements, and product knowledge ? Process regular teller transactions
  • Provides training for new and existing retail employees
  • Make customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
  • Participate in morning huddles and end of day debriefs
  • Support the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards
7

Experience For Ccb-anticipated Lead Teller Resume

  • Assist with scheduling as necessary
  • Actively participate in Marketing Activity meetings and offer creative ideas
  • Understand goals and objectives for the branch
  • Physical Requirements include: Prolonged Standing (5-8 hours per day), ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1– 10 lbs., occasional lifting of up to 30 lbs
  • Physical Requirements include: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1- 10 lbs., occasional lifting of up to 30 lbs
  • Promotion and effective sell of Bank's consumer, small business, and commercial depository products to current and prospective customers
8

Experience For CCB Lead Teller Resume

  • Provide daily direction to tellers under their supervision
  • Open and maintain depository accounts
  • Identify sales leads and referrals (sales and cross-sales), including working closely with commercial loan officers, investment center personnel, mortgage lenders, and Cash Management Specialist
  • Attend monthly branch meetings and report progress on sales activities and individual sales, cross sales, and referral goals, reporting regularly on individual contribution to team results
  • Greet all customers; taking a personal interest in each and establish rapport
  • Provide initial and ongoing service to customers quickly, accurately, efficiently and confidentially
  • Explain policies and procedures as necessary; resolve customer issues; escalate difficult issues to other sources for assistance
9

Experience For Lead Teller Resume

  • Provide for Customer Engagement by introducing customers to Comerica's product and services and addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis
  • Support Consumer and Business Development, work targeted leads as assigned, update customer information, and identify customer needs
  • Provide transactional customer service, including but not limited to the following: accept and process deposits, withdrawals and payments and handle other over the counter and mail transactions
  • Responsible for providing instruction and training of 4 to 10 Tellers in their assigned shifts
  • At least one year of college with successful completion of finance, business, or management courses; or
  • Bilingual Cantonese Required
  • Ensure that staff complies with policies and procedures and understands changes in requirements. Maintain a thorough knowledge of policies and procedures and trends in the credit union industry, with particular attention to the Bank Secrecy Act, USA PATRIOT Act, Privacy Act and with robbery procedures as well as other State and Federal regulations that are applicable to the teller area

List of Typical Skills For a Lead Teller Resume

1

Skills For Ccb-anticipated Lead Teller Resume

  • Delivers exceptional customer experience while uncovering product or service needs for referral opportunities
  • Experience in a customer facing role
  • Experience as a CSR (Teller) or In-Store Banker
  • System data entry or Internet search experience
  • Demonstrated proficiency in operations and transaction accuracy
  • Demonstrated ability to make connections, engage and educate customers and refer as appropriate
  • Strong desire and ability to influence, educate and connect team, partners and customers to technology
  • Teller experience required
  • Making customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
2

Skills For CCB Lead Teller Resume

  • Introducing customers to your branch team who focus on building relationships and assisting with specialized financial needs; Lead Teller
  • Training: Direct onboarding of new Tellers. Conduct training sessions for staff on new policies, products and procedures
  • Reviews banking center proof, Teller recap, and reporting
  • Provides full service banking by processing all financial transactions in accurately and in timely manner
  • Direct onboarding of new Tellers. Conduct training sessions for staff on new policies, products and procedures
  • Paid Training, Vacation and Holidays
3

Skills For Lead Teller Resume

  • Physical Requirements: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs
  • Ensures that there is an appropriate cash supply, orders currency shipments as needed, and verifies money shipped to banking center
  • Assists managers in the efficient daily operations of the banking center
  • Expands customer base by referring bank products and services
  • Lead CSRs are responsible for monitoring customer traffic and activity to ensure quality service levels
  • Serve as SME regarding Operations, Policy and Procedure
  • Enable a customer’s needs and goals by identify and referring sales and service opportunities to Relationship Bankers
  • Experience as a Customer Service Representative (Teller) OR 2 years of experience in Retail Management/Team Lead with cash handling to include balancing
4

Skills For Ccb-anticipated Lead Teller Resume

  • Deliver exceptional customer experience while uncovering product or service needs for referral opportunities
  • Assist in mentoring and coaching, reviews, monitors, and coordinates scheduling and workflow of Tellers in a banking center
  • Review banking center proof, Teller recap, and reporting
  • Ensure that Tellers are in compliance with bank policies and procedures by observing daily work assignments
  • Ensure that there is an appropriate cash supply, orders currency shipments as needed, and verifies money shipped to banking center
  • Assist managers in the efficient daily operations of the banking center
  • Open and close vault daily, control cash in vault, and distribute daily cash to Tellers
  • Perform Teller functions as required
  • Contributes to the development of new theories and methods
5

Skills For CCB Lead Teller Resume

  • Advanced knowledge of Teller cashiering/money handling practices; fraud compliance, detection, and prevention; retail banking products and services; bank operations
  • Assist in mentoring and coaching the tellers, coordinating their schedules and monitoring the workflow while ensuring that the tellers are compliant with the bank’s policies and procedures in addition to federal and state regulations
  • Provide exceptional full service banking by efficiently processing financial transactions accurately within established authorized limits
  • Utilize your knowledge of bank products and services to expand client relationships while increasing the bank’s customer base to uncover products or services needed for referral opportunities
  • Assists in mentoring and coaching, reviews, monitors, and coordinates scheduling and workflow of Tellers in a banking center
6

Skills For Lead Teller Resume

  • Provide exceptional full-service banking by efficiently processing financial transactions accurately within established authorized limits
  • Ensures that Tellers are in compliance with bank policies and procedures by observing daily work assignments
  • Opens and closes vault daily, controls cash in vault, and distributes daily cash to Tellers
  • Performs Teller functions as required
  • Utilizes knowledge of available bank produces and services to expand client relationships and increase client base
  • Adheres to bank’s security policies
7

Skills For Ccb-anticipated Lead Teller Resume

  • Maintains confidentiality of bank records and client information
  • Is familiar and complies with applicable company policies and all banking regulations including, but not limited to GSA, USA Patriot/CIP requirements, AML and other regulations
  • Introduce and refer customers to the Platform through routine interactions
  • Perform routine customer requests
  • Resolve basic customer complaints
  • Engage in activities that support Collaboration partnerships, partner engagement and relationships
  • Refer opportunities to the platform for further analysis in support of partner engagement
8

Skills For CCB Lead Teller Resume

  • Shows initiative, empathy and proactivity to prevent and handle problems
  • Is knowledgeable about the client’s accounts and business with the bank
  • Compliance: Ensure adherence to policies and procedures and that regulatory compliance standards are met by all staff. Complete required audits and reconciliations of consignment items and general ledger tickets. Conduct audits of tellers, vaults, ATMs and currency dispensers
  • Coaching: Work with Teller team to meet customer service expectations. Demonstrate successful referral practices. Mentor team and help resolve customer issues. Give direction and feedback to others to increase their knowledge and performance
  • Execution: Deliver on branch customer service standards. Complete complex transactions and demonstrate mastery of Teller application transactions and processing Teller operations. Own responsibility of Teller line workflow, cash management and controls and assist other Tellers with accuracy in cash handling and balancing
  • Demonstrated ability to lead, motivate, and foster teamwork
  • Physical Requirements include: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1– 10 lbs., occasional lifting of up to 30 lbs
  • Demonstrated ability to lead, motivate, and foster teamwork - Ability to work branch hours to include weekends and occasional evenings
  • Work with Teller team to meet customer service expectations. Demonstrate successful sales, referral and service practices
9

Skills For Lead Teller Resume

  • Work with and mentor Teller team to meet customer service expectations. Demonstrate successful customer engagement and customer retention practices
  • Special assignments as requested. - Ensure signage and merchandise are properly displayed
  • Foster a customer centric culture, drives continuous improvement, innovation and champions change
  • Drive digital fluency and alternate channel adoption among our associates and customers
  • Ensure adherence to policies and procedures and that regulatory compliance standards are met by staff
  • Complete required audits and reconciliations of consignment items and general ledger tickets. Conduct audits of tellers, vaults, ATMs and currency dispensers
10

Skills For Ccb-anticipated Lead Teller Resume

  • Mentor team and help resolve customer issues. Give direction and feedback to others to increase their knowledge and performance
  • Complete complex transactions and demonstrate mastery of Teller application transactions and processing Teller operations. Responsible for cash management, controls and assist other Tellers with accuracy in cash handling and balancing
  • Monitor and execute Teller Difference Policy
  • Actively contribute to team’s success
  • To help customers achieve their financial goals, engage in needs-based assessment conversations and as appropriate, direct customers to Relationship Bankers or other lines of business
  • Serve as SME regarding Branch Operations, Policies and Procedures

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