Personal Banker
Wellby Financial
About this role
The Personal Banker is a member-facing role at a credit union responsible for supporting branch operations and building relationships to help members achieve their financial goals. The position focuses on promoting the credit union’s products and services, ensuring policy and compliance adherence, and collaborating with branch team members to deliver excellent member experiences.
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
$41k – $56k
per year