Teller

Wellby Financial • Friendswood, TX

9d • Onsite

About The Position

The Teller performs member banking transactions, educates members about available banking services, and communicates relevant banking products. The role handles deposits, withdrawals, and other financial interactions while delivering excellent member service. The Teller may provide coverage at other branches and perform related teller duties as assigned.

The position performs routine tasks under established procedures and instructions, with non-routine situations or conflicts generally referred to a supervisor. Work is reviewed periodically for accuracy, completion, and compliance. The Teller has no supervisory responsibilities and reports to the Branch Manager for direction on courses of action.

This is a full-time, hourly, non-exempt role. Shifts may be staggered between 7:30 a.m. and 6:30 p.m. CST and include weekends. Overtime is sometimes necessary and may be required as assigned.

Requirements

• High school diploma or equivalent.
• Previous cash-handling experience.
• Previous experience working directly with the public.
• Ability to support other branches based on business needs.
• Knowledge of Wellby organizational functions and general operating policies and procedures.
• Knowledge of basic mathematics, bank security measures, fraud detection and prevention processes, business English, spelling, and punctuation.
• Knowledge of retail product philosophy, banking industry best practices, and regulations.
• Knowledge of personal computers and Microsoft Office Suite.
• Strong member service skills.
• Ability to operate computers and general office equipment, including copiers, Microsoft Teams, Zoom, and adding devices.
• Ability to recognize questionable and fraudulent transactions and learn new software.
• Ability to communicate clearly and concisely, orally and in writing, and exchange accurate information.
• Trustworthiness, integrity, and ability to work in a fast-paced team environment.
• Ability to coordinate several concurrent activities.
• Frequently remain stationary for about 50% of the time and stand for long periods; perform daily sitting, standing, reaching, grasping, computer and office equipment use, and movement around the branch.
• Ability to exchange information in person, in writing, and by telephone; observe details at close range; and occasionally lift up to 25 pounds across the branch and load items onto shelves.
• Flexibility to work staggered shifts between 7:30 a.m. and 6:30 p.m. CST, weekends, and overtime when required.

Nice To Haves

• At least one year of experience in member service, financial services, or similar retail experience.

Responsibilities

• Exhibit Wellby Core Values and contribute to a strong team and member experience.
• Build positive relationships with members and make them feel valued.
• Welcome members entering the branch, manage lobby traffic, check members into the waiting queue, and schedule or cancel appointments.
• Identify changes in members’ financial situations and banking needs, and recommend relevant solutions.
• Recommend and assist members with technology such as online banking and mobile applications.
• Respond promptly to requests from members and other team members.
• Cash checks and disburse funds after verifying signatures and sufficient funds.
• Accept deposits and confirm transaction accuracy.
• Prepare, verify, and issue cashier’s checks, bank and personal money orders, and similar instruments.
• Enter transactions into the bank’s recordkeeping system and provide member receipts.
• Evaluate checks for endorsements, dates, recipient identification, bank names, and legality.
• Balance cash drawers at the end of shifts.
• Accept and count daily inventories of cash, drafts, and travelers’ checks.
• Maintain accountability for the vault and dual-control access at the branch.
• Maintain a work area that safeguards negotiable instruments and confidential records.
• Prepare monies for deposit or shipment to branch banks or the Federal Reserve Bank.
• Order cash supplies to meet daily needs.
• Follow branch security policies, including opening and closing procedures.
• Implement Bank Secrecy Act and Wellby compliance processes, including completing and submitting Currency Transaction Reports, identifying unusual financial activity, and reporting or documenting suspicious activity as appropriate.
• Complete mandatory compliance testing by deadlines.
• Perform other related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED