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© All Rights Reserved. ApplyBlast.com
Wellby Financial
The Member Service Representative III provides exceptional member experience by engaging new and existing members with account applications, consumer lending, and credit union services. This role involves establishing memberships, verifying documents, screening applicants, and cross-selling products via telephone and written correspondence. The position requires acting as a subject matter expert to connect members with financial services experts and deliver a high-quality, personable service experience.
Headquarters
Houston, Texas, United States
Company Size
201-500 employees
Founded
1961
Wellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wellby Financial.
Wellby Financial didn’t post a salary, so this is our estimate from similar listings.
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