Personal Banker
Wellby Financial(1 month ago)
About this role
The Personal Banker supports branch operations and helps members achieve their financial goals by understanding their needs and guiding them to appropriate banking solutions. The role emphasizes delivering excellent member service, meeting sales targets, and collaborating with branch teammates to ensure policy compliance and efficient interactions. It may provide coverage for tellers and other branches as needed.
Required Skills
- Customer Service
- Cash Handling
- Account Opening
- Loan Origination
- Online Banking
- Mobile Banking
- Microsoft Office
- Fraud Detection
- Relationship Building
- Bank Compliance
Qualifications
- High School Diploma or Equivalent
- 2+ Years Experience in Member Service/Financial Services
- IRA Experience Preferred
- MOD Experience Preferred
- Bondable
About Wellby Financial
wellbyfinancial.comWellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.
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