Personal Banker
Wellby Financial(1 month ago)
About this role
The Personal Banker is a member-facing role at a credit union responsible for supporting branch operations and building relationships to help members achieve their financial goals. The position focuses on promoting the credit union’s products and services, ensuring policy and compliance adherence, and collaborating with branch team members to deliver excellent member experiences.
Required Skills
- Customer Service
- Sales
- Cash Handling
- Loan Origination
- Account Opening
- Compliance
- Fraud Detection
- Microsoft Office
- Communication
- Appointment Scheduling
+1 more
Qualifications
- High School Diploma or Equivalent
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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