Personal Banker
Wellby Financial(3 months ago)
About this role
The Personal Banker is a branch-based role focused on building strong relationships with members and helping them achieve their financial goals. The position emphasizes delivering exceptional member service while promoting the credit union’s products and services and supporting financial decisions such as accounts and loans. The role collaborates with team members to ensure quality service and adherence to policies.
Required Skills
- New Accounts
- Loans
- Investments
- Customer Service
- Teller Transactions
- Cash Handling
- Compliance
- Security
- Fraud Detection
- Microsoft Office
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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