Teller

Wellby Financial • Pearland, TX

6d

About The Position

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

The position performs a variety of mostly routine tasks under general or specific instructions and established procedures. Non-routine situations or conflicts are usually referred to the supervisor for resolution. Work is periodically reviewed for accuracy, completion, and compliance with policies and procedures. The role has no supervisory responsibilities.

The work is performed in a branch office environment. The team member is frequently stationary for 50% of the time and also stands for long periods. The role includes sitting, standing, reaching, grasping, operating computers and office equipment, moving around the branch, and attending possible onsite and offsite meetings. The team member must 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 place items on shelves. The work environment is usually moderately noisy and adequately cooled, heated, lighted, and ventilated. Some stress may result from contact with members, management, and other team members.

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 assigned. The role requires flexibility to support 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 Wellby organizational functions and general operating policies and procedures.
• Knowledge of basic mathematics, bank security measures, and processes, tools, and techniques to detect, address, and prevent fraud.
• Knowledge of business English, spelling, and punctuation; retail product philosophy, banking industry best practices, and regulations.
• Knowledge of personal computers and Microsoft Office Suite.
• Skill in high-level member service practices and operating computers and general office machines, including copiers, Microsoft Teams, Zoom Video Communications, and adding devices.
• Ability to recognize questionable and fraudulent transactions and learn new software.
• Ability to communicate information and ideas clearly and accurately, orally and in writing, and exchange accurate information in relevant situations.
• Ability to be trustworthy and act with integrity, work in a fast-paced team environment, and coordinate several concurrent activities.
• Ability to meet the position’s physical demands, including remaining stationary frequently, standing for long periods, moving around the branch, observing details at close range, and occasionally lifting up to 25 pounds.

Nice To Haves

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

Responsibilities

• Exhibit Wellby Core Values and work purposefully to provide a strong team and member experience.
• Establish and maintain positive relationships by creating exceptional experiences and making members 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 in a timely manner 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 and bank and personal money orders.
• Enter transactions in the bank’s recordkeeping system and produce 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.
• Be accountable 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 suspicious activity 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