Personal Banker

It's fun to work in a company where people truly BELIEVE in what they're doing
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts, providing loan options, and helping members with their investments. The primary goal is to provide excellent member service while achieving sales targets and promoting the credit union's products and services. The team member will work closely with other team members to ensure that the credit union policy and procedures are followed and that all member interactions are handled professionally and efficiently. The role may provide support and coverage to tellers and other branches.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience.
• Establishes and maintains a positive relationship by creating an exceptional experience and making the member feel valued.
• Engage members as they enter the branch by welcoming and making them feel appreciated, including managing lobby traffic, checking members into the waiting queue, and scheduling/canceling appointments.
• Engage with Branch Partners and other lines of business to offer the most appropriate products.
• Identify changes in members' financial situation and banking needs and recommend relevant solutions to enhance the member's financial goals.
• Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc.
• Achieve sales targets as required by management.
• Member Service functions; open new accounts, checking, certificates, money markets, IRA, CD,