Wellby Financial
The Personal Banker provides support to branch banking team members and builds relationships with members to help them achieve their financial goals. The role involves identifying financial needs, offering appropriate solutions such as opening new accounts and providing loan options, and achieving sales targets while promoting the credit union's products and services. The team member works closely with others to ensure credit union policies and procedures are followed and all member interactions are handled professionally and efficiently.
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.
8% below the average for this role
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