Personal Teller Supervisor at Financial Partners Credit Union

Downey, California, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

0.0

Posted On

17 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Team Leadership, Coaching, Performance Management, Service Quality, Operational Improvement, Data Analysis, Workforce Management, Recruiting, Member Service, Policy Adherence, Disciplinary Action, Performance Review, Quality Management, Forecasting, Analytical Skills, Communication Skills

Industry

Banking

Description

Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking a service-driven leader to join our team as a Personal Teller Center Supervisor. In this role, you will lead a team of Personal Tellers who provide convenient, responsive service to members through NCR Personal Teller Machines. The Personal Teller Center Supervisor is responsible for coaching team members, managing performance, and ensuring the center consistently delivers a high-quality member experience. This position focuses on developing both individuals and the team through structured coaching, performance management, and operational improvements while achieving key performance indicators such as service levels, average wait time, and member satisfaction. -------------------------------------------------------------------------------- ESSENTIAL RESPONSIBILITIES TEAM LEADERSHIP AND DEVELOPMENT • Lead, coach, and motivate a team of Personal Teller Center representatives to achieve individual and department performance goals. • Create and implement individual and team development plans that strengthen service skills, product knowledge, and operational performance. • Conduct regular one-on-one meetings and team meetings to provide feedback, communication, and performance coaching. • Conduct quarterly and annual performance reviews. • Address performance issues and carry out disciplinary actions when appropriate. SERVICE QUALITY AND PERFORMANCE MANAGEMENT • Utilize quality management tools to monitor session quality, service standards, and sales initiatives. • Analyze Personal Teller Center data and performance metrics to identify trends and operational gaps affecting service levels or productivity. • Monitor and support key performance indicators including service levels, average wait time, and member satisfaction. • Exercise sound judgment when addressing escalated member service issues and provide solutions consistent with credit union policies. OPERATIONAL MANAGEMENT • Participate in workforce management activities to ensure appropriate staffing levels to meet member demand. • Maintain a current understanding of credit union policies, procedures, and operational guidelines. • Ensure team members complete required compliance and development training within established deadlines. • Provide recommendations to management on improving operational efficiency and the member experience within the Personal Teller Center. RECRUITING AND ORGANIZATIONAL SUPPORT • Review resumes of potential candidates and participate in the interview process. • Stay informed of industry trends and emerging technology within the credit union and banking environment. • Support initiatives that enhance service delivery through technology and process improvements. -------------------------------------------------------------------------------- EDUCATION AND EXPERIENCE • Bachelor’s degree preferred. • Associate’s degree (A.A.) from a two-year college or technical school required, or an equivalent combination of education and experience. • Minimum of two years of related experience in a customer service or call center environment. • Previous supervisory or leadership experience in a similar environment preferred. • Ability to work independently and exercise sound judgment in employment decisions, disciplinary actions, and policy exceptions. • Experience with Jack Henry services including Symitar and Synapsys preferred but not required. • Knowledge of workforce management principles and forecasting preferred. • Strong analytical skills with the ability to interpret and analyze contact center data and performance metrics. • Excellent verbal and written communication skills with the ability to communicate effectively across all levels of the organization. • Strong presentation and leadership communication skills. -------------------------------------------------------------------------------- WHY THIS ROLE MATTERS The Personal Teller Center plays a vital role in delivering convenient, technology-enabled service to members while maintaining the personal connection that defines the credit union experience. In this role, you ensure the team is equipped, motivated, and supported to deliver high-quality service during every member interaction. By developing team members, managing performance, and improving operational efficiency, this role helps strengthen member relationships and supports the credit union’s commitment to exceptional service. The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity. Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Responsibilities

The supervisor will lead, coach, and motivate a team of Personal Tellers who serve members via Personal Teller Machines, focusing on developing individuals and the team to achieve performance goals. Responsibilities include managing service quality, analyzing performance metrics like wait times, and ensuring operational efficiency within the center.