Teller

Wellby Financial•LaPorte, TX

26d•Onsite

About The Position

The Teller performs member banking transactions, educates members about available banking services, and communicates banking products while providing excellent member service. Duties include processing deposits and withdrawals, responding to member requests, and supporting or covering other branches as needed. The position follows Wellby’s policies, procedures, security requirements, and applicable banking regulations, including Bank Secrecy Act processes. The role is hourly, non-exempt, and full-time. Work shifts may be staggered between 7:30 a.m. and 6:30 p.m. CST and include weekends; overtime may sometimes be required. The work is primarily routine and guided by established procedures and/or the Branch Manager. Non-routine situations or conflicts are generally referred to a supervisor, and work is periodically reviewed for accuracy, completion, and compliance. The role has no supervisory responsibilities. The position is based in a branch office environment with a usually moderate noise level and typical office-related risks and discomforts. Team members may need to remain stationary about 50% of the time and stand for long periods. Daily work includes sitting, standing, reaching, grasping, operating computers and office equipment, moving around the branch, and attending possible onsite or offsite meetings. The role requires in-person, written, and telephone communication, close-range observation, and occasionally lifting items weighing up to 25 pounds. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

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 mathematics, bank security measures, fraud detection and prevention, business English, spelling, and punctuation.
Knowledge of retail product philosophy, banking industry best practices, and regulations.
Knowledge of Wellby organizational functions and general operating policies and procedures.
Proficiency with personal computers and Microsoft Office Suite.
Ability to use general office equipment, including computers, copiers, Microsoft Teams, Zoom, and adding devices.
Strong member service skills.
Ability to recognize questionable or fraudulent transactions and learn new software.
Ability to communicate information clearly and accurately, orally and in writing, and exchange accurate information with others.
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, operate office equipment, and occasionally lift up to 25 pounds.
Ability to work staggered shifts between 7:30 a.m. and 6:30 p.m. CST, including weekends, and work overtime when assigned.

Nice To Haves

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

Responsibilities

Exhibit Wellby Core Values and contribute to a positive team and member experience.
Build positive relationships by providing exceptional service 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 needs and recommend relevant solutions.
Recommend and assist members with banking technology, including online banking and mobile applications.
Respond promptly to member and team member requests.
Cash checks and disburse funds after verifying signatures and the availability of funds.
Accept deposits and confirm transaction accuracy.
Prepare, verify, and issue cashier’s checks and bank or personal money orders.
Enter transactions in the bank’s recordkeeping system and provide member receipts.
Review 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.
Safeguard negotiable instruments and confidential records in the work area.
Prepare funds 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.
Follow Bank Secrecy Act and Wellby procedures, 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 required deadlines.
Support and provide coverage to other branches as business needs require.
Perform other related duties as assigned.