Personal Banker
Wellby Financial
About this role
A Personal Banker at a credit union provides support to branch team members, builds relationships with members, and helps them achieve financial goals through account services, loan solutions, and product promotion. The role focuses on excellent member service, sales targets, and compliance with credit union policies.
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
$24k
per year