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Personal Banker at Wellby Financial - ApplyBlast

Personal Banker

Wellby Financial

5 months ago

2.8 on Glassdoor

Webster, TX

Onsite

Full Time

Junior

0 applicants

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About this role

The Personal Banker supports branch teams by identifying member financial needs, offering banking solutions, and driving sales of credit union products. The role involves managing lobby traffic, processing accounts and loans, ensuring compliance with regulatory policies, and maintaining professional member interactions.

Responsibilities

Open new accounts and manage account maintenance tasks
Originate loans by assessing creditworthiness and determining terms
Manage lobby traffic and schedule member appointments
Identify financial needs and recommend relevant product solutions
Ensure compliance with Bank Secrecy Act and regulatory policies

Skills

Qualifications

High School DiplomaPS Bank Teller Experience2 Years Member Service Experience

About Wellby Financial

wellbyfinancial.com

Headquarters

Houston, Texas, United States

Company Size

201-500 employees

Founded

1961

View Profile

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