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© All Rights Reserved. ApplyBlast.com
Wellby Financial
A Personal Banker at Wellby provides support to branch banking teams and builds relationships with members to help them achieve financial goals. The role involves identifying financial needs, offering solutions like new accounts and loans, and driving sales targets while maintaining excellent member service. Team members also handle specialized account functions, loan origination, and ensure compliance with bank security policies and regulations.
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.
9% below the average for this role
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Jun 17, 2025
