Personal Banker

Personal Banker at Wellby Financial provides support and coverage to branch banking team members, builds and maintains member relationships, identifies members’ financial needs and recommends solutions such as opening new accounts, loan options, and investments. Responsible for delivering excellent member service while achieving sales targets and promoting Wellby’s products and services, coordinating with branch partners, and ensuring adherence to policies and procedures. The role may include assistant coverage for tellers and other branches, with duties spanning account maintenance, cash handling, and compliance with the Bank Secrecy Act and related policies.