Personal Banker

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

Posted 1 week ago

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Excellent 4.7

Job summary

The Personal Banker supports branch banking activities by providing excellent member service, identifying financial needs, offering solutions including new accounts and loans, and promoting banking products. Responsibilities include account opening, loan origination, achieving sales targets, and ensuring compliance with policies, all while maintaining strong member relationships.

Responsibilities

The Personal Banker is responsible for providing exceptional member service, identifying financial needs, and offering appropriate banking solutions. They also manage branch operations, including loan processing, account maintenance, and adherence to security and compliance policies.

Qualifications

Account Management Banking Regulations Cash Handling Communication Skills Customer Service Financial Needs Analysis Loan Processing Sales Teamwork Technology Proficiency

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 a strong understanding of banking regulations and security procedures are required.

English

Company

Wellby Financial

Wellby Financial

linkedin
Financial Services
Location
Pearland, Texas, United States

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Excellent 4.7
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