Personal Banker - Friendswood - Wellby Financial

    Wellby Financial
    Wellby Financial Friendswood

    2 days ago

    $55,000 - $105,000 (USD) per year *
    Description

    Personal Banker

    The Personal Banker is responsible for supporting and covering the branch banking team members, building and maintaining relationships with members to help them achieve their financial goals. The role identifies member needs and offers appropriate solutions such as opening new accounts, providing loan options, and helping with investments.

    The primary goal is to provide excellent service while achieving sales targets and promoting Wellby Financial products. Team members work together to ensure credit union policies are followed, and all interactions are handled professionally.

    Members who enter the branch are engaged through welcoming gestures, managing lobby traffic, checking members into waiting queues, scheduling/canceling appointments.
      Sales Targets: Achieve required targets managed by supervisors
      Teller Functions: Perform transactions including deposits withdrawals transfers payments etc., accurately efficiently while following policies procedures regulations
      New Account Functions:: Open new accounts verify eligibility process through system open account Specialized functions: separation divorce estate expertise Loan origination create process gather information borrower assess creditworthiness determine terms conditions originate loans

    * This salary range is an estimation made by beBee
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