What are the responsibilities and job description for the Personal Banker - Katy position at Wellby?
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We're committed to bringing passion and customer focus to the business.
ROLE:
The Solution Specialist III is responsible for providing support and coverage to Solution Centers and the Contact Center. The ideal candidate has experience in proactively establishing and maintaining positive relationships with members and team members.
- Establishes and maintains a positive relationship by creating an exceptional experience making the member feel valued.
- Proactively identifies changes in member’s life and banking needs and recommends relevant solutions to enhance the member’s financial and life goals.
- Provides timely responses to member and other team member requests
- Teller transaction functions; including deposits, withdrawals, transfers, payments, etc.
- Basic account management and questions
- Member Service functions; including new/closed accounts, account maintenance, outbound new deposits, etc.
- Loan origination functions; including outbound loan win-back campaigns, etc.
- Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc.
- Assumes responsibility for related duties and special projects as required or assigned
- Fosters a positive and engaging work environment for team members
- Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure.
MINIMUM QUALIFICATIONS:
- High School Diploma or equivalent
- 1 years financial services experience
- Basic knowledge of retail product philosophy and regulations
- Flexibility to support other Solutions Centers and Contact Center based on business need
PREFERRED QUALIFICATIONS:
- 2 years financial services experience or similar
- Proven track record with operational excellence
- Prior work experience in a contact center
INTERPERSONAL SKILLS:
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. These include the ability to :
- sit and / or stand for entire work day
- bend / twist
FOR INTERNAL CANDIDATES:
Must have completed 12 months in current position (from date of hire or date of placement) unless you are otherwise identified as a critical need by executive leadership.
Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, click here for English / Spanish .
Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please call 800-940-0708 for assistance.
Job Type: Full-time
Schedule:
- 8 hour shift
- Weekend availability
Work Location: One location
