Wellby Financial
The Personal Banker role involves providing member support, building relationships, and offering financial solutions in a branch banking environment. The position focuses on delivering excellent service, achieving sales targets, and promoting banking products.
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.
BEST CREDIT UNIONS IN EACH STATE
Jun 17, 2025
Member Value Personal Banker - Baldwin
BETA Technologies
Personal Banker
WSFS Bank
Member Service Specialist (Universal Banker)
FAIRWINDS Credit Union
Financial Service Specialist III (Personal Banker)
Sacramento Credit Union
Personal Banker
KeyBank
Member Value Personal Banker - Levittown Crescent Plaza
BETA Technologies