TOMPKINS FINANCIAL CORPORATION
Teller Supervisor (Project Management)
Directly supervises the Teller Unit in order to provide efficient and accurate paying and receiving services;
Ensures that Tellers are providing complete paying and receiving services to customers;
Ensures that all paying and receiving, balancing, and operational activities are done efficiently, accurately and according to policy; this includes the activities of Teller personnel, ATM services, and other paying and receiving activities.
Ensures that the Teller Unit works as part of the customer service team and that Tellers take advantage of new business referral opportunities;
Ensures the coordination of work, i.e., makes certain that the work of the Teller Unit is coordinated with other positions in the branch, with centralized operations personnel, and other departments and units;
Determines work procedures, prepares work schedules, and expedites workflow for the Tellers;
Assists the Assistant Branch Manager with the preparation of the monthly branch audit reports, quarterly FDICIA reports and other related reports as assigned by the Community Bank Division Manager;
Ensures that all Tellers have an adequate supply of cash to conduct business; maintains approved cash levels by buying/selling money to/from vault/tellers according to Bank policy and procedure;
Balances and maintains coin and currency vaults daily; prepares daily Branch Cash Spreadsheet to ensure all Tellers and branch cash are in balance and within approved limits;
Supervises coin transactions (sorting, counting, rolling, etc); Orders coin and currency for the branch as needed; ships out excess coin and currency according to Bank policy and procedure;
Maintains cash management records;
Opens and closes vaults; sets alarms as necessary;
Performs balancing and upkeep of branch and responsible off-site ATM(s) when required;
Answers questions from customers and branch personnel within given time frames and within established policy;
Supervises night deposit, mail deposit, ATM deposit and courier deposit transactions;
Records and reconciles Teller differences according to Bank policy and procedure; effectively researches Teller differences by reviewing electronic journals, journal tapes, cash counts, proof work and all suspense accounts.
Maintains and monitors inventory of official checks and money orders; Oversees the daily and weekly settlement of official checks and money orders.
Oversees the maintenance of signature cards; ensuring all signature cards are files accurately and maintained according to Bank policy;
Supervises the following: teller differences searches, ordering branch supplies, monthly Teller cash counts (unannounced), branch equipment repairs
May serve as, and perform duties of a Teller II by: Greeting each customer in a friendly and courteous manner; treating each customer as an individual; being alert, well-informed, and as accurate in transactions as possible
Works as an active member of the office/sales team as follows: Completes the documentation and performs point-of-sale processing on all types of new deposit accounts.
Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis;
Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities;
Provide sales information on a timely basis;
Monitors individual sales performance; discusses performance with appropriate supervisor on a frequent basis;
Directly supervises assigned personnel as follows: Assists in the selection of new Teller personnel as appropriate, makes provisions for the proper orientation and training of new Tellers; trains new Tellers as required; acts as a coach to any new staff member.
Provides safe deposit box services to customers;
Communicates with the Assistant Branch Manager and other appropriate personnel in order to integrate activities;
Provides timely reporting to the Assistant Branch Manager and other appropriate groups or individuals;
Works Saturdays and evenings as required, opens and closes the branch as required.
Must meet standards as outlined in Client Experience Standards Program.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements; insures that the unit and all personnel adhere to the same.
Additional Responsibilities:
Provides coverage of the Customer Service Counter, CSS and/or Assistant Branch Manager as needed
Fills in at any of the Bank's other branch locations as required
Performs taks which are supportive in nature to the esstential functions of the job, both which may be altered and re-designed depending upon the branch needs or individual circumstances.