Wellby Financial

Teller Position

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Summary

The Teller is responsible for performing member banking transactions, providing education on banking services available, and communicating banking products to members. This includes completing deposits, withdrawals, and other financial interactions while providing excellent member service to all members. The role may provide support and coverage to other branches and perform related teller duties as assigned.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team and member experience.
• Establishes and maintains positive relationships by creating exceptional experiences and making the members feel valued.
• Engage members as they enter the branch by welcoming and making them feel appreciated, including managing lobby traffic, checking members into the waiting queue, and scheduling/canceling appointments.
• Identify changes in members' financial situation and banking needs and recommend relevant solutions to enhance the member's financial goals.
• Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc.
• Provides timely responses to members and other team member requests.
• Cash checks and disburses funds after verifying signatures and sufficiency of the fund to support withdraws.
• Accepts deposits, confirming the accuracy of transactions.
• Prepares, verifies, and issues cashiers' checks, bank, and personal money orders, etc.
• Enters transactions in the bank's recordkeeping system, recording all transactions and producing member receipts.
• Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
• Balances all monies in cash drawers at the end of shifts.
• Accepts and counts inventories of cash, drafts, and travelers' checks each day.
• Accountable for the vault, dual-control access at the branch location.
• Maintains a work area that ensures the safety of all negotiables and confidential records.
• Prepares monies for deposit or shipment to branch banks or the Federal Reserve Bank.
• Orders a cash supply to meet daily needs.
• Adheres to all security policies for the branch, including the opening and closing procedures of the branch.
• Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures, including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure.
• Completes all mandatory compliance testing by deadlines. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures.
• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby's organizational functions and general operating policies and procedures.
• Knowledge of basic math skills.
• Knowledge of bank security measures.
• Knowledge and ability to utilize processes, tools, and techniques to detect, address, and prevent fraud.
• Knowledge of business English, spelling, and punctuation.
• Knowledge of retail product philosophy, banking industry best practices, and regulations
• Knowledge of personal computer, utilizing Microsoft Office Suite.
• Skilled in high-level member service practices.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, Microsoft Teams, Zoom Video Communications, and adding devices.
• Ability to recognize questionable and fraudulent transactions.
• Ability to learn new software.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to be trustworthy and act with integrity.
• Ability to work in a fast-paced team environment.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member performs a variety of related tasks, which are mostly routine.
• Non-routine situations or conflicts are usually referred to the supervisor for resolution.
• Instructions to the team member may be general or specific in nature.
• Courses of action are determined by established procedures and/or the Branch Manager.
• The team member's work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time, in addition to standing for long periods. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the branch; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with members, management, and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Work Hours

• To meet the department's needs, overtime work is sometimes necessary, and team members may be required to work overtime hours as assigned.
• Shifts may be staggered (between 7:30 a.m. and 6:30 p.m. CST) and will include weekends.

Minimum Qualifications

• High school diploma or equivalent required.
• Previous cash handling experience required.
• Minimum one (1) year experience in member service, financial services, or similar retail experience preferred.
• Previous experience working directly with the public.
• Flexibility to support other branches based on business needs.

For All Candidates

This is a Full-Time, Hourly (non-exempt) role.

Wellby is an Equal Opportunity Employer

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans

If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the organization.