Member Banking Advisor: Financial Goals
Job in
Cypress, Harris County, Texas, 77410, USA
Listed on 2026-07-01
Listing for:
Wellby Financial
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service, Financial Sales, Retail Banking
Job Description & How to Apply Below
Wellby Financial in Cypress, Texas is looking for a motivated Personal Banker to provide essential support to branch banking teams and foster member relationships to help achieve their financial goals. This full-time position includes responsibilities such as opening accounts, processing loans, and driving sales while adhering to bank policies. Candidates should possess a high school diploma and at least two years of experience in a member service or financial role.
The role emphasizes teamwork, integrity, and member satisfaction, with a focus on reaching sales targets and promoting services offered by the credit union.
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