Wellby Financial
The Personal Banker supports branch operations and helps members achieve their financial goals by understanding their needs and guiding them to appropriate banking solutions. The role emphasizes delivering excellent member service, meeting sales targets, and collaborating with branch teammates to ensure policy compliance and efficient interactions. It may provide coverage for tellers and other branches as needed.
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.
BEST CREDIT UNIONS IN EACH STATE
Jun 17, 2025