Personal Banker
Wellby Financial
About this role
The Personal Banker provides member-focused financial guidance and supports branch banking operations. They build trusting relationships with members to understand their goals and promote Wellby's products and services while delivering exceptional service. The role works with a team to ensure policy compliance and may cover additional branches as needed.
Skills
Qualifications
About Wellby Financial
wellbyfinancial.comWellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.
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About Wellby Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Wellby Financial.
Salary
$71k – $96k
per year