Wellby Financial
The Personal Banker provides comprehensive support to branch banking teams while cultivating relationships with members to achieve their financial goals. This role involves opening accounts, processing loans, and offering investments with a focus on excellent service and sales targets. The team member collaborates with colleagues to adhere to credit union policies, handles vault security, and performs various teller functions as needed.
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.
Wellby Financial didn’t post a salary, so this is our estimate from similar listings.
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