Wellby Financial

Personal Banker

Wellby Financial

5 months ago
League City, TX
Onsite
Full Time
Medior
0 applicants
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Wellby Financial
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About this role

A Personal Banker at Wellby is a customer-facing banking professional who supports branch operations and helps members pursue their financial goals within the credit union. The role centers on providing excellent member service, upholding regulatory and policy standards, and collaborating with branch teams to ensure a seamless member experience. The position may provide coverage for tellers and other branches as needed in a fast-paced branch environment.

Skills

Qualifications

High School Diploma or EquivalentTwo Years Experience in Member Service or Financial ServicesPrevious Cash Handling ExperienceIRA Experience PreferredMOD Experience Preferred
Wellby Financial

About Wellby Financial

wellbyfinancial.com

Wellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.

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

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