Personal Banker: Build Relationships & Drive Growth

Wellby Financial; Webster (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

Wellby Financial in Webster, Texas is seeking a dedicated Personal Banker to support branch banking teams and engage with members in achieving their financial goals. This role requires building relationships, identifying financial needs, and offering appropriate solutions. The ideal candidate will have strong customer service and sales experience.

As a Personal Banker, you will also assist with account openings, loan applications, and providing member services while adhering to all branch policies. Join a company that values passion and customer focus!

Qualifications

• Minimum of two years' experience in member service or financial services.
• Experience with cash handling and working with the public.
• Bondable.

Responsibilities

• Provide support and coverage for branch banking team members.
• Build and maintain relationships with members.
• Engage members and manage lobby traffic.
• Achieve sales targets set by management.

Skills

Customer service

Sales experience

Financial awareness

Basic math skills

Communication skills

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Wellby Financial in Webster, Texas is seeking a dedicated Personal Banker to support branch banking teams and engage with members in achieving their financial goals. This role requires building relationships, identifying financial needs, and offering appropriate solutions. The ideal candidate will have strong customer service and sales experience.

As a Personal Banker, you will also assist with account openings, loan applications, and providing member services while adhering to all branch policies. Join a company that values passion and customer focus!