Personal Banker

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

Posted 3 months ago

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Excellent 4.7

Job summary

The Personal Banker provides support and coverage to branch banking teams, building and maintaining relationships with members to help them meet their financial goals. Responsibilities include offering banking solutions, opening accounts, processing loans, providing member service, and promoting bank products while adhering to policies and ensuring compliance.

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 lobby traffic, and ensure compliance with credit union policies and security procedures.

Qualifications

Account Management Banking Communication Compliance Computer Skills Customer Service Financial Advice Loan Processing 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 basic computer skills, including Microsoft Office, is required.

English

Company

Wellby Financial

Wellby Financial

linkedin
Financial Services
Location
Cypress, Texas, United States

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Excellent 4.7
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