Teller

About the role

We’re committed to bringing passion and customer focus to the business. 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 every day and 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 by welcoming them, managing lobby traffic, checking members into the waiting queue, and scheduling or canceling appointments.
• Identify changes in members’ financial situations and banking needs and recommend relevant solutions to enhance their financial goals.
• Recommend and assist members with convenient technology solutions including, but not limited to, Online Banking and mobile applications.
• Provide timely responses to members and other team member requests.
• Cash checks and disburse funds after verifying signatures and sufficiency of funds to support withdrawals.
• Accept deposits and confirm the accuracy of transactions.
• Prepare, verify, and issue cashier’s checks, bank and personal money orders, and similar instruments.
• 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 documents.
• Balance all monies in cash drawers at the end of each shift.
• Accept and count inventories of cash, drafts, and traveler’s checks each day.
• Account for the vault and 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 as 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 signs of unusual activity or completing reporting for Suspicious Activity Reports as appropriate per procedure.
• Complete all mandatory compliance testing by deadlines.
• Perform other related duties as assigned.

Knowledge, Skills, and Abilities

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Basic math skills.
• Bank security measures.
• Processes, tools, and techniques to detect, address, and prevent fraud.
• Business English, spelling, and punctuation.
• Retail product philosophy, banking industry best practices, and regulations.
• Personal computer use and Microsoft Office Suite.
• High-level member service practices.
• Operating computer equipment and general office machines such as personal computers, copiers, Microsoft Teams, Zoom Video Communications, and related devices.
• Recognize questionable and fraudulent transactions.
• Learn new software.
• Communicate information clearly and concisely, orally and in writing.
• Act with integrity and be trustworthy.
• Work in a fast-paced team environment.
• Coordinate several concurrent activities simultaneously.

Physical Demands & Work Environment

To perform this job successfully, the team member is 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. The team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with members, management, and other team members. The ability to observe details at close range (within a few feet of the observer) is required. Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves for various needs. The 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.

Work Hours

To meet department 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.

Minimum 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.