Member Banking Advisor: Grow Your Financial Goals

Wellby Financial; Cypress (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

Wellby Financial in Cypress, Texas is looking for a motivated Personal Banker to provide essential support to branch banking teams and foster member relationships to help achieve their financial goals. This full-time position includes responsibilities such as opening accounts, processing loans, and driving sales while adhering to bank policies. Candidates should possess a high school diploma and at least two years of experience in a member service or financial role. The role emphasizes teamwork, integrity, and member satisfaction, with a focus on reaching sales targets and promoting services offered by the credit union.

Qualifications

• Minimum two years of experience in member service or financial services.
• Experience working with the public and cash handling.
• Ability to work in a fast-paced team environment.

Responsibilities

• Provide support and coverage to branch banking team members.
• Build and maintain relationships with members.
• Achieve sales targets and provide excellent member service.

Skills

Member service skills

Sales targets achievement

Relationship building

Cash handling

Problem-solving

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Wellby Financial in Cypress, Texas is looking for a motivated Personal Banker to provide essential support to branch banking teams and foster member relationships to help achieve their financial goals. This full-time position includes responsibilities such as opening accounts, processing loans, and driving sales while adhering to bank policies. Candidates should possess a high school diploma and at least two years of experience in a member service or financial role. The role emphasizes teamwork, integrity, and member satisfaction, with a focus on reaching sales targets and promoting services offered by the credit union.