Personal Banker

2 months ago


Katy, Texas, United States Wellby Full time
Job Summary

We are seeking a highly skilled and motivated Personal Banker to join our team at Wellby. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our members, while also driving sales and promoting our products and services.

Key Responsibilities
  • Customer Service: Provide prompt and professional service to members, responding to their inquiries and resolving any issues in a timely and efficient manner.
  • Sales and Marketing: Identify opportunities to promote our products and services to members, and develop and implement strategies to drive sales and revenue growth.
  • Relationship Building: Build and maintain strong relationships with members, understanding their financial needs and providing tailored solutions to meet those needs.
  • Product Knowledge: Stay up-to-date on our products and services, and be able to effectively communicate their features and benefits to members.
  • Team Collaboration: Work closely with other team members to achieve business objectives and provide support as needed.
Requirements
  • Education: High school diploma or equivalent required.
  • Experience: Minimum two years experience in member service, financial services, or similar retail experience and/or bank teller.
  • Skills: Strong sales skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced team environment.
Working Conditions

This is a full-time, hourly (non-exempt) role. The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.