Part- Time Teller

About the role

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.

Responsibilities

• Exhibit Wellby Core Values daily; work purposefully to provide the best team and member experience.
• Establish and maintain positive relationships by creating exceptional experiences and making members feel valued.
• Engage members as they enter the branch: welcome them, manage lobby traffic, check members into the waiting queue, and schedule/cancel appointments.
• Identify changes in members’ financial situations and banking needs; recommend relevant solutions to enhance their financial goals.
• Recommend and assist members with convenient technology solutions including Online Banking, mobile applications, and similar tools.
• Provide timely responses to member and team member requests.
• Cash checks and disburse funds after verifying signatures and sufficiency of funds to support withdrawals.
• Accept deposits, confirming the accuracy of transactions.
• Prepare, verify, and issue cashiers’ checks, bank and personal money orders, etc.
• Enter transactions in the bank’s recordkeeping system, recording all transactions and producing member receipts.
• Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
• Balance all monies in cash drawers at the end of shifts.
• Accept and count inventories of cash, drafts, and travelers’ checks each day.
• Maintain accountability for the vault, including dual-control access at the branch location.
• Maintain a work area that ensures the safety of all negotiables and confidential records.
• Prepare monies for deposit or shipment to branch banks or the Federal Reserve Bank; order cash supply to meet daily needs.
• Adhere to all security policies for the branch, including opening and closing procedures.
• Implement processes required by the Bank Secrecy Act and Wellby policies and procedures, including completing and submitting Currency Transaction Reports, recognizing signs of unusual financial activities, and reporting or completing Suspicious Activity Reports as appropriate.
• Complete all mandatory compliance testing by deadlines.
• Perform other related duties as assigned.

Requirements

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of basic math skills.
• Knowledge of bank security measures.
• Knowledge and ability to utilize processes, tools, and techniques to detect, address, and prevent fraud.
• Knowledge of business English, spelling, and punctuation.
• Knowledge of retail product philosophy, banking industry best practices, and regulations.
• Knowledge of personal computer, utilizing Microsoft Office Suite.
• Skilled in high-level member service practices.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, Microsoft Teams, Zoom Video Communications, and adding devices.
• Ability to recognize questionable and fraudulent transactions.
• Ability to learn new software.
• Ability to communicate information and ideas so others will understand; must be able to exchange accurate information in these situations.
• Ability to be trustworthy and act with integrity.
• Ability to work in a fast-paced team environment.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to coordinate several concurrent activities simultaneously.
• No supervisory responsibilities.
• Work involves a variety of related tasks, mostly routine; non-routine situations or conflicts are usually referred to the supervisor for resolution.
• Instructions may be general or specific; courses of action are determined by established procedures and/or the Branch Manager.
• Work is reviewed periodically for accuracy, completion, and compliance with policies and procedures.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• Frequently required to remain in a stationary position 50% of the time, in addition to standing for long periods.
• Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the branch; and attending possible onsite and offsite meetings.
• Must be able to exchange information in person, in writing, and via telephone.
• Ability to observe details at close range (within a few feet).
• Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves.
• Noise level in the work environment is usually moderate.
• Work involves typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Qualifications

• High school diploma or equivalent required.
• Previous cash handling experience required.
• Minimum one (1) year experience in member service, financial services, or similar retail experience preferred.
• Previous experience working directly with the public.
• Flexibility to support other branches based on business needs.

Schedule

This is a Part-Time, Hourly (non-exempt) role. To meet the department’s needs, overtime work is sometimes necessary, and team members may be required to work overtime hours as assigned. Shifts may be staggered (between 7:30 a.m. and 6:30 p.m. CST) and will include weekends.