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© All Rights Reserved. ApplyBlast.com
Wellby Financial
The Personal Banker provides support and coverage to branch banking team members while building and maintaining relationships with members to help them achieve their financial goals. The role involves identifying members' financial needs, offering appropriate solutions such as new accounts, loan options, and investment assistance, and achieving sales targets while delivering excellent member service.
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.
12% below the average for this role
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Jun 17, 2025
