Shift Teller I

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Position Summary 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.

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.

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.

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.

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.

Knowledge, Skills, and Abilities (KSA) Knowledge of Wellby’s organizational functions and general operating policies and procedures.

Knowledge and ability to utilize processes, tools, and techniques to detect, address, and prevent fraud.

Knowledge of business English, spelling, and punctuation.

Knowledge of personal computer, utilizing Microsoft Office Suite.

Skilled in operating computer equipment and general office machines such as personal computers, copiers, Microsoft Teams, Zoom Video Communications, and adding devices.

Ability to learn new software.

Ability to communicate clearly and concisely, orally and in writing.

The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures. Reasonable accommodations may enable individuals with disabilities to perform essential functions. operating computers and other office equipment; The team member must be able to exchange information, in person, in writing, and via telephone. Work involves the 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 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. 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.

EEO Statement Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans.