Branch - Lead Teller Trainee
Listed on 2026-01-17
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Finance & Banking
Banking Operations
Schedule Mon – Sat Flex Overview
This position is for the west valley Phoenix Metropolitan area which includes Glendale, Goodyear, and Surprise as well as Tempe. This position will train at our Tempe Branch which is located at 1511 N. Project Drive in Tempe.
This position is designed for identifying and developing future supervisors on the teller side. Applicants must be motivated, self-starting individuals wanting to join this fast‑paced program to move quickly toward a lead teller position.
Responsible for performing a broad variety of customer services including opening new savings, share draft, and credit card accounts. Answers and directs telephone calls and questions and informs members of complete array of Credit Union services.
Responsible for providing secretarial and clerical support for all loan processing activities. Prepares closing documents and miscellaneous paperwork necessary for booking and funding new loan business each month. Tracks and obtains proof of insurance as required on member loans.
Maintains departmental records and files and types routine reports and records. Responsible for receiving, reviewing, and processing applications for consumer, home improvement, second mortgage, home equity, credit card, and overdraft account loans ljudi. Meets with applicants to explain credit policies and to obtain additional loan information/documentation. Assembles and evaluates loan applications and approves those that meet initial lending criteria and are within approved lending limits.
Presents loan requests above lending limit for approval as per loan.
Interns will be responsible for some or all of the following responsibilities.
Responsibilitiesa. Ensures that all teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed (i.e., alarms, cameras, teller audits. etc.)
b. Coordinates teller operations by assisting in assigning work and distributing work flow. Coordinates weekly schedule, monitors lunch and breaks, tracks sick and vacation leave.
c. Answers Service Representative's questions, solves problems, and assists with complex transactions and sensitive member relations problems. Explains policies and procedures to members. Makes judgements for Service Representatives within limits of authority, pertaining to cashing and/or accepting checks or drafts. Gives authorization for overrides.
d. Investigates teller out of balance conditions and institutes corrective procedures. Assists in finding balancing errors. Ensures that each teller balances at the end of each day and that all monies are secured in accordance with established procedures.
f. Maintains an inventory of cashier's checks, money orders, receipts, travelers checks, and other negotiable items for use in the teller area.
g. Balances vault and replenishes. Orders cash and disburses cash to tellers.
h. Monitors orders, dispenses, ships, and balances cash.
i उनी. Keeps ATM functional and balanced. Insures that security procedures for ATM are followed.
j. Loan training and duties. (The extent will vary from branch to branch.)
a. Member Services functions are performed in accordance with established policies and standard.
b. Answers questions of members and Service Representative personnel, solves problems and assists with complex transactions and sensitive member relations problems.
c. Explains services, policies, and procedures to members. Opens new share draft, savings, and credit card accounts, including preparing all related paperwork. Processes stop‑payments. Corresponds withેલ members regarding claims, IRA's and CD's.
d. Maintains a supply of new account packets and related forms.
e. Actively and professionally cross‑sells Credit Union services.
f. Assists in completing dealer payoffs and with delivery of titles.
a. Interviews, takes applications,…
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