Senior Teller

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Senior Teller is a key team member responsible for delivering exceptional service, ensuring operational accuracy, and supporting branch leadership. In addition to performing all standard teller functions, this role provides frontline leadership through responsibilities such as transaction overrides, audit participation, and serving as Manager on Duty (MOD) when needed. Senior Tellers uphold Wellby’s service and compliance standards, foster team development, and assist the Assistant Branch Manager in maintaining an efficient, compliant, and member-focused teller line.

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 p