Teller

Wellby Financial • Friendswood, TX

10d • Onsite

About The Position

The Teller performs member banking transactions, educates members about available banking services, and communicates banking products. The role completes deposits, withdrawals, and other financial interactions while providing excellent member service. It may also provide support and coverage to other branches and perform related teller duties as assigned.

The position performs routine related tasks under general or specific instructions. Non-routine situations or conflicts are usually referred to a supervisor, and courses of action are determined by established procedures and/or the Branch Manager. Work is periodically reviewed for accuracy, completion, and compliance. The role has no supervisory responsibilities.

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 may sometimes be necessary and may be assigned. The work is performed in a branch office environment, with occasional onsite and offsite meetings, and may involve supporting other branches based on business needs.

Requirements

• High school diploma or equivalent.
• Previous cash handling experience.
• Previous experience working directly with the public.
• Flexibility to support other branches based on business needs.
• Knowledge of basic math, bank security measures, fraud detection and prevention, business English, and retail banking products, practices, and regulations.
• Knowledge of Wellby organizational functions and general operating policies and procedures.
• Ability to use a personal computer and Microsoft Office Suite, and operate general office equipment.
• Ability to recognize questionable and fraudulent transactions and learn new software.
• Strong member service skills.
• Ability to communicate clearly and concisely, orally and in writing, and exchange accurate information.
• Trustworthiness and integrity.
• Ability to work in a fast-paced team environment and coordinate several concurrent activities.
• Ability to remain stationary frequently, stand for long periods, move about the branch, reach and grasp, and operate computers and other office equipment.
• Ability to observe details at close range.
• Ability to occasionally lift up to 25 pounds across the branch and load items onto shelves.
• Availability for staggered shifts between 7:30 a.m. and 6:30 p.m. CST, weekend work, and assigned overtime when necessary.

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 positive team and member experience.
• Build positive relationships with members by providing exceptional service and helping them feel valued.
• Welcome members as they enter 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 to support their financial goals.
• Recommend and assist members with convenient technology solutions, including Online Banking and mobile applications.
• Respond promptly to member and team member requests.
• Cash checks and disburse funds after verifying signatures and sufficient funds.
• Accept deposits and confirm transaction accuracy.
• Prepare, verify, and issue cashiers’ checks and bank and personal money orders.
• 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 protects 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, recognizing unusual financial activity, and reporting or completing Suspicious Activity Reports 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