Personal Banker

Wellby Financial
Houston, Texas, United States
Full Time
On Site
Junior
0+
High School
Finance & Accounting Financial Services Insurance

Posted 2 weeks ago

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Excellent 4.7

Job summary

The Personal Banker supports and maintains client relationships, offers banking solutions including account opening, loan processing, and investment guidance, and promotes bank products while achieving sales targets. They ensure compliance, handle teller transactions, and deliver excellent member service in a fast-paced environment.

Responsibilities

The Personal Banker is responsible for building member relationships, identifying financial needs, and providing solutions such as new accounts and loan options. They also perform teller functions, manage branch security, and ensure compliance with credit union policies and banking regulations.

Qualifications

Account Opening Communication Skills Customer Service Debt Management Financial Advisory Fraud Detection Loan Processing Microsoft Office Regulatory Compliance Sales

Candidates must have a high school diploma or equivalent and at least two years of experience in member service, financial services, or retail banking. Proficiency in cash handling and the ability to work in a fast-paced environment are required.

English

Company

Wellby Financial

Wellby Financial

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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