KLEBERG BANK, NATIONAL ASSOCIATION
Teller Supervisor (Project Management)
Responsible for all customer service, sales, and relationship management duties while reaching established goals. Master the Kleberg Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties.
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 Senior Operations 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.
Regularly meet performance goals and actively participate in all product acquisition campaigns.
Must demonstrate ability to learn and train teller 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, Center Internal Control Questionnaire and required knowledge of all ATM aspects, balancing cash, balancing of vault, ordering and selling money, deposit review and placing hold.
Sets priorities and implements plans; anticipates obstacles and considers alternative solutions for the Center Operations team members.
Determines resource needs for Center Operations Team and structures team to achieve goals in the most efficient and effective way and allocates resources in line with priorities.
Provides feedback to Senior Operations Manager for Teller's performance evaluations.
Provides guidance, training, and coaching (as required). Completes monthly one on ones with each direct report to review performance including quantifiable Key Performance Indicators.
May function as vault teller, responsible for distribution, verification and proof of vault cash.
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.
Learn the Jack Henry platform program.
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.