Lead Teller

Self-Help Federal Credit Union

Job Description

The Lead Teller will play a support roll to the management team. They will assist with the supervision of the teller staff, to ensure efficient teller operations during business hours. Provides guidance to tellers in Sales, customer transactions, balancing daily settlements, and meeting customer needs.

Credentials, Experience and Skills:

  • Spanish/English Preferred.
  • One-year related experience and/or training. One year of retail sales, service and cash handling experience
  • High school diploma or general education degree (GED)
  • Proven sales track record.
  • Excellent customer service skills.
  • Excellent communication skills – verbal and listening.
  • Basic computer user skills.
  • Working knowledge of calculator and ability to be trained and efficiently operate banking system.
  • Strong basic math ability.
  • Reasoning ability – ability to apply common sense understanding to carry out instructions furnished in written or oral form. Ability to deal with problem involving concrete variables in standardized situations

Physical Requirements:

Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds.


Competitive nonprofit compensation, based on experience, plus a generous benefits package.

About Us:

Self-Help Federal Credit Union was chartered in 2008 to build a network of branches that serve working families and underserved communities. With 19 branches in California, 6 branches in Washington, 10 branches in Illinois, and 2 branches in Wisconsin, over $1.6 billion in assets, and serving more than 99,000 members, Self-Help Federal is one of the fastest-growing low-income designated credit unions in the country. It is part of the national Self-Help family of nonprofit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For 41 years, the Center for Community Self-Help and its affiliates have provided almost $10 billion in financing to help over 192,000 low-wealth borrowers buy homes, start and build businesses, and strengthen community resources. For more information, go to www.self-helpfcu.org and www.self-help.org .

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

Job Requirements

Essential Responsibilities:

  • Support teller staff with guidance with more difficult transactions. ​
  • Act as a role model for the teller staff (Teller Operations & Sales Production).
  • Ensure cash is secured according to policy throughout course of day. ​
  • Give approval for overrides on cash withdrawals based on authorization limits (Under$5,000.00).
  • Support management in providing feedback on Teller production and referral goals. ​ In addition to meeting assigned sales goal.
  • Assist in ensuring the teller line is effectively operational. ​
  • Adhere to general bank regulatory procedures including BSA
  • Assist branch management with filing and record retention of daily reports.
  • Opening and closing the Drive-up (If remote drive-up exist in branch were employed).