Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Range $14.00 - $18.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Professional development opportunities
Paid holidays
Job Description
Wellby Financial is a respected financial institution known for its unwavering commitment to exceptional service and innovation in the banking industry. As a credit union, Wellby combines community-focused values with advanced financial products and services designed to meet the unique needs of its members. Wellby's Gemini Branch stands as the flagship location, exemplifying the organization’s dedication to delivering superior member experiences and fostering long-term relationships built on trust and professionalism. The company operates with the core belief that passion and customer focus drive business success, making it an inspiring workplace where employees genuinely believe in the positive impacts of their... Show More
Job Requirements
- High school diploma or GED
- minimum 2-4 years customer-facing or administrative experience in financial, hospitality, or corporate setting
- preferred bachelor’s degree in business or related field
- proven digital technology support skills
- familiarity with Kronos or workforce management systems preferred
- certification as Notary Public or Medallion Signature Guarantee signer required within 90 days
- must be bondable
- ability to work full-time, hourly, non-exempt
- ability to lift up to 25 pounds occasionally
- ability to work effectively in a fast-paced environment
- able to follow oral and written instructions
- strong communication and interpersonal skills
- ability to maintain confidentiality and act with integrity
- willing to work collaboratively in team environment
Job Qualifications
- High school diploma or GED
- two to four years of customer-facing, administrative, or concierge-style experience
- bachelor’s degree in business, finance, marketing, or related field preferred
- proven confidence supporting members with digital banking technology
- familiarity with Kronos or similar workforce management systems preferred
- ability to obtain certification as Notary Public and/or Medallion Signature Guarantee signer within 90 days of hire
- bondable
- strong interpersonal and communication skills
- proficient with Microsoft Office Suite
- ability to work collaboratively in cross-functional teams
- effective time management and multitasking abilities
- ability to exercise independent judgment
- trustworthy and maintains integrity
Job Duties
- Exhibit Wellby core values every day
- provide the best team member experience
- greet members, vendors, and visitors warmly and professionally
- identify service needs and guide members to appropriate departments
- optimize lobby wait times using scheduling and queue management systems
- deliver exceptional hospitality including support for accessibility needs
- collaborate on complaint resolution and escalation processes
- serve as a Digital Banking Ambassador educating members on digital tools
- assist members with deposits, withdrawals, and troubleshooting
- onboard members on online banking, mobile app, and other digital services
- stay informed about digital service updates and future rollouts
- provide patient, hands-on tech support to less tech-savvy members
- coordinate mail and package deliveries with accuracy and promptness
- maintain a clean and branded lobby and reception area
- ensure marketing materials are current and well-presented
- support notary and medallion signature guarantee services ensuring compliance
- manage sensitive documents with discretion and accuracy
- serve as concierge liaison for executive visits and vendor interactions
- prepare branch for internal meetings and special events
- provide clerical support for corporate functions
- perform other related duties as assigned
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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