Personal Banker

Wellby Financial(6 months ago)

Texas, Clear Lake CityOnsiteFull TimeMedior$66,621 - $90,330 (estimated)Retail Banking

About this role

The Personal Banker supports branch operations and builds and maintains relationships with members to help them achieve their financial goals. The role focuses on providing excellent member service while achieving sales targets and promoting the credit union’s products and services, including opening accounts, loans, and investment options. It may provide support to tellers and other branches to ensure policy and procedures are followed and member interactions are efficient and professional.

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Required Skills

Customer Service
Sales
Account Opening
Loan Origination
Cash Handling
Fraud Awareness
Compliance
Microsoft Office
Appointment Scheduling
Banking Software

Qualifications

High School Diploma

About Wellby Financial

wellbyfinancial.com

Wellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.

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