Apply on Employer Site

Wellby Financial · 9 hours ago

Teller - Part Time

Texas, United States

Part-time

Onsite

Entry Level

1+ years exp

Wellby Financial is a company that values passion and customer focus. The Teller is responsible for performing member banking transactions and providing education on banking services while ensuring excellent member service.

Credit CardsFinanceFinancial ServicesLending

Responsibilities

Willingness and ability to exhibit Wellby Core Values every day

Works purposefully and is driven to provide the best team and member experience

Establishes and maintains positive relationships by creating exceptional experiences and making the members feel valued

Engage members as they enter the branch by welcoming and making them feel appreciated, including managing lobby traffic, checking members into the waiting queue, and scheduling/canceling appointments

Identify changes in members’ financial situation and banking needs and recommend relevant solutions to enhance the member’s financial goals

Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc

Provides timely responses to members and other team member requests

Cash checks and disburses funds after verifying signatures and sufficiency of the fund to support withdraws

Accepts deposits, confirming the accuracy of transactions

Prepares, verifies, and issues cashiers’ checks, bank, and personal money orders, etc

Enters transactions in the bank’s recordkeeping system, recording all transactions and producing member receipts

Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents

Balances all monies in cash drawers at the end of shifts

Accepts and counts inventories of cash, drafts, and travelers’ checks each day

Accountable for the vault, dual-control access at the branch location

Maintains a work area that ensures the safety of all negotiables and confidential records

Prepares monies for deposit or shipment to branch banks or the Federal Reserve Bank

Orders a cash supply to meet daily needs

Adheres to all security policies for the branch, including the opening and closing procedures of the branch

Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures, including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure

Completes all mandatory compliance testing by deadlines. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures

Performs other related duties as assigned

Qualification

Cash handling experienceMember service experienceBasic math skillsBank securityMicrosoft Office SuiteLearn softwareCommunication skillsTeamworkIntegrity