Personal Banker
Wellby Financial
About this role
The Personal Banker supports branch operations and builds and maintains relationships with members to help them achieve their financial goals. The role focuses on providing excellent member service while achieving sales targets and promoting the credit union’s products and services, including opening accounts, loans, and investment options. It may provide support to tellers and other branches to ensure policy and procedures are followed and member interactions are efficient and professional.
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
$67k – $90k
per year