Private Banker

H-E-B Federal Credit Union

San Antonio, TX

JOB DETAILS
SALARY
$42,806–$80,772 Per Year
SKILLS
Bank Management, Communication Skills, Computer Skills, Customer Relations, Financial Services, High School Diploma, Insurance, Loan Policy, Loan Processing, Meet Sales Quota, Organizational Skills, Policy Evaluation, Private Banking, Regulatory Compliance, Revenue Growth, Sales, Service Delivery, Willing to Travel, Work From Home
LOCATION
San Antonio, TX
POSTED
2 days ago

This Full-Time Private Banker position involves delivering personalized financial services to Private Banking members, including credit products, investments, and insurance.

Qualifications include a high school diploma, 2+ years of financial institution experience, and expertise in sales, credit evaluation, lending policies, and regulatory compliance.

Key responsibilities encompass managing member accounts, processing loans, achieving sales and growth targets, resolving financial concerns, and promoting digital self-service channels.

Applicants must be able to travel, work evenings/weekends, obtain NMLS certification, and have reliable transportation.

Strong communication, organization, and PC skills are essential, along with the ability to work remotely when needed.

Salary ranges from $42,806 to $80,772, with various shifts. This role emphasizes integrity, customer focus, and proactive service, supporting the organization’s growth and member satisfaction.

About the Company

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H-E-B Federal Credit Union