Personal Banker
Wellby Financial(1 month ago)
About this role
The Personal Banker at Wellby focuses on delivering exceptional member service and building lasting relationships to help members reach their financial goals. The role combines financial guidance with promoting Wellby’s products and services. It operates within branch operations and adheres to policies and security procedures.
Required Skills
- Member Service
- Account Opening
- Loan Origination
- Teller Functions
- Cash Handling
- Sales Process
- Online Banking
- Fraud Detection
- Microsoft Office
- Customer Engagement
+2 more
Qualifications
- High School Diploma or Equivalent
- IRA Experience Preferred
- MOD Experience Preferred
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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