Personal Banker

Wellby Financial
La Porte, 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 member support, builds relationships, offers financial solutions, assists with accounts and loans, and promotes banking products while ensuring excellent service and compliance with policies.

Responsibilities

The Personal Banker is responsible for building member relationships, identifying financial needs, and offering appropriate banking solutions to achieve sales targets. They also provide operational support, including loan processing, account opening, and teller functions while ensuring compliance with security policies.

Qualifications

Account Opening Banking Regulations Communication Skills Compliance Customer Service Financial Needs Assessment Loan Processing Microsoft Office Problem Solving Sales

A high school diploma and at least two years of experience in member service, financial services, or retail banking are required. Candidates must be bondable and possess strong communication skills and cash handling experience.

English

Company

Wellby Financial

Wellby Financial

linkedin
Financial Services
Location
La Porte, Texas, United States

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Excellent 4.7
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