Relationship Banker

Wellby Financial; Katy (TX); On-site; USD 38,000 - 54,000; Full time

Job summary

Wellby Financial is seeking a Personal Banker to support branch teams, build member relationships, and help clients reach their financial goals. You will identify needs and offer solutions such as opening accounts, loan options, and investment guidance.

You’ll promote products, strive to meet sales targets, and ensure services are delivered professionally while following policies. The role may cover tellers and other branches as needed.

Qualifications

• 2+ years in member service or banking required.
• Cash handling experience preferred.
• Strong written and verbal communication.

Responsibilities

• Provide personal banking support and open new accounts.
• Promote credit union products and meet sales targets.
• Assist with loans, teller coverage, and branch operations.
• Maintain security and comply with Bank Secrecy Act requirements.

Skills

Customer service

Sales

Banking knowledge

Cash handling

Communication

Microsoft Office

Team player

Tools

Microsoft Office Suite

Job description

Wellby Financial is seeking a Personal Banker to support branch teams, build member relationships, and help clients reach their financial goals. You will identify needs and offer solutions such as opening accounts, loan options, and investment guidance.

You’ll promote products, strive to meet sales targets, and ensure services are delivered professionally while following policies. The role may cover tellers and other branches as needed.