Cash Management Services Lead

Job Overview:  As Cash Management Services Teller Lead, you work with your team to ensure the safe and secure preparation and processing of cash, coin, and check deposits for our Loomis customers.

 
Supervise workflow of cash operations within a vaulted facility, including deposit/ATM residual cash verification, change order preparation, and currency/coin inventory management, while providing services to large banks, correspondent and niche banks, large corporate and small commercial entities, and coin and ATM customers. Monitor staff performance. Ensure accountability and security of all funds transiting the branch and adhere to compliance, industry standards, audit requirements, and company policies. Assure quality customer service, schedule staffing to meet productivity goals, and approve exception processing.

Key Responsibilities:

• Implement, monitor, and provide feedback on policies and procedures to ensure accountability and security of all currency and coins in transit daily.
• Provide feedback on staffing, hiring, performance appraisals, promotions, and staff development.
• Review and enforce operating systems and procedures within the branch and dependent procedures outside the department.
• Update as needed to ensure process effectiveness, control, accountability, and security of all cash movement and inventory information.
• Problem-solving quickly and accurately resolve out-of-balance conditions.
• Communicate with internal, bank, or commercial customers to address and resolve problems, special requests, and/or discrepancy situations.
• Conduct routine audits and properly document audits as required by branch management and company policy.
• Assist in maintaining/improving branches.
• Lowers compliance rating.
• Take the lead in assuring that the standards/expectations are met, maintained, and challenged.
• Provide assistance in training and coaching all CMS personnel.
• Report any and all potential disciplinary actions and/or warnings to CMS Supervisor who consults CMS Manager who determine severity of action and observe corrective action plans/warnings to be addressed.
• Predict and/or evaluate productivity to maximize efficiency.
• Set the pace, accuracy, and speed sufficient to process the branch production minimum.
• Completion of any and all additional responsibilities that are assigned by the CMS Supervisor and /or Management Team Members on an “as needed" basis.

Primary Qualifications:

• Previous supervisory or leadership experience.
• Previous cash handling experience is preferred.
• Strong numerical aptitude and accuracy in processing financial transactions.

• Required to either open or close the department.

Individual Skills & Competencies:

• Ability to maintain attention to detail in a fast-paced environment.
• Demonstrate strong time management and provide quality service with accuracy. 
• Demonstrate good work ethics in a professional manner to fellow employees and customers.
• Strong leadership skills with the ability to motivate and encourage a positive team environment.
• Ability to communicate effectively both verbally and written.

Essential Functions & Working Conditions: 

• Work in a room with little or no exposure to outside light.
• Unrestricted ability to bend, squat, stoop, stand, walk, lift (up to 50 lbs.), sit, push, and pull.
• Unrestricted wrist, hand, and finger dexterity.
• Accuracy and speed sufficient to process the branch production minimum.
• Daily hours vary with work volume; supervisors are responsible for all work in their assigned area.

Essential Functions/Job Qualifications: 
As part of the qualification process for the Cash Management Services Teller Lead position, a Human Performance Evaluation (HPE) is required. This evaluation requires the successful completion of testing in the following areas:

• Lift: 

- 2lbs vertical lift from 36 inches to 52 inches from the floor (15X)
- 25lbs vertical lift from 8 inches to 33 inches from the floor (1X)
- 18lbs vertical lift from 1 inch to 36 inches from the floor (5X)
- 2lbs vertical lift from 7 inches to 62 inches from the floor (17X)

• Lift-Carry:
  - 30lbs vertical lift from 8 inches to 40 inches from the floor, and horizontally transfer 10ft (1X)
• Push-Pull:
  - Horizontally transfer 47lbs of force on a sled (single, non-dominant arm), a distance of 1ft (1X)
• Repetitive Coupling:
  - Squeeze Jamar Hand Dynamometer requiring forces up to 30lbs / both right & left hands (17X each)

Benefits:

Loomis offers one of the most comprehensive employee benefits packages in the industry, which includes:

• Vacation and Sick Time (PTO), as well as Paid Holidays
• Health & Dental Insurance
• Vision Insurance
• 401(k) Plan
• Basic Life Insurance Plan
• Voluntary Life Insurance Plan
• Flexible Spending and Health Savings Account
• Dependent Care Account
• Industry-leading Training and Development