Teller

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.
• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

Supervisory Responsibilities

Complexity & Scope of Work

Physical Demands & Work Environment

Work Hours

Minimum Qualifications

For All Candidates

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

Wellby's Commitment to Equal Opportunity

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.

Accommodation Requests

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.