Senior Teller

Position Summary

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience.
• Completes Wellby’s Manager on Duty (MOD) Training and actively participates as MOD for the teller line.
• Supports the Assistant Branch Manager on critical operational functions, including daily/monthly audit preparation, cash audits, dual control processes, and investigating outages or discrepancies.
• Acts as a first point of escalation for complex member inquiries or transaction issues, resolving matters efficiently and professionally.
• Authorizes teller transaction overrides in strict alignment with policy and compliance standards.
• Supports branch leadership with delegated opening and closing responsibilities to ensure operational readiness.
• Accepts deposits, confirming the accuracy of transactions.
• Monitors and balances branch cash levels, including ordering, verifying, and securing cash shipments in accordance with dual control standards.
• Serves as a trusted resource for teller peers, providing guidance, mentorship, and hands-on support.
• Promotes Wellby’s service standards by modeling exceptional member engagement and fostering a service-first culture.
• Adheres to all security and BSA compliance requirements while proactively assisting with fraud detection and prevention efforts.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions, and general operating policies and procedures.
• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
• Knowledge of retail product philosophy, banking industry best practices, and regulations
• Knowledge of personal computer, utilizing Microsoft Office Suite.
• Knowledge of audit procedures, dual control practices, and branch compliance standards
• Knowledge of branch operations, teller procedures, and Wellby service expectations.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
• Skilled in solid influence skills.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to apply empathy-driven service techniques to effectively de-escalate situations and resolve conflicts while maintaining positive customer and team relationships.
• Ability to manage elevated responsibilities with discretion, accuracy, and integrity, ensuring trust and reliability in sensitive tasks.
• Ability to work in a fast-paced team environment with exceptional customer service skills.
• Ability to motivate others and to work in a large, cross-functional team dynamic.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to exercise independent judgment.

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member performs routine and generally related tasks without supervisory direction.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with Wellby’s policies and procedures.
• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
• The team member uses independent judgment in making decisions.
• Courses of action are determined by established procedures and/or the Branch Manager.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time.  Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; 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 management and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 50 pounds across office and load onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

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. and 6:30p.m. CST) and will include weekends.

Minimum Qualifications

• High School Diploma or equivalent required.
• Minimum one (1) year of experience in member service, financial services, or similar preferred
• Flexibility to support other branches based on business needs.
• Demonstrated success as a teller in a high-performing branch. 
• MOD training completion (must be obtained within 30 days of the hire date)
• Bondable

For All Candidates

Emergency Classification: Non-essential

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. If you'd like more information about your EEO rights as an applicant under the law, click here for English / Spanish.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.