Personal Banker
Wellby Financial
About this role
The Personal Banker role focuses on delivering a personalized banking experience and building strong member relationships in a branch setting to help members achieve their financial goals. This position emphasizes excellent member service and promoting Wellby’s products and services while supporting branch colleagues and maintaining regulatory compliance.
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
$105k – $157k
per year