Personal Banker
Wellby Financial(1 month ago)
About this role
The Personal Banker provides member-focused financial guidance and supports branch banking operations. They build trusting relationships with members to understand their goals and promote Wellby's products and services while delivering exceptional service. The role works with a team to ensure policy compliance and may cover additional branches as needed.
Required Skills
- New Accounts
- Loans
- Investments
- Sales Targets
- Customer Service
- Outbound Calling
- Teller Functions
- Cash Handling
- Compliance
- BSA Compliance
+3 more
Qualifications
- High School Diploma or Equivalent
- 2+ Years in Member Service or Financial Services
- IRA Experience Preferred
- MOD Experience Preferred
- Cash Handling Experience
- 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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