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Relationship Specialist at Wellby Financial - ApplyBlast

Relationship Specialist

Wellby Financial

5 months ago

2.8 on Glassdoor

Sugar Land, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

The Relationship Specialist drives incremental growth by engaging members to identify home equity lending opportunities through in-depth financial discovery conversations. This role blends financial counseling with consultative selling to transform member insights into tailored lending and deposit solutions, ultimately supporting branch performance and revenue growth.

Responsibilities

Proactively manage and grow member relationships through strategic outreach
Identify and originate home equity lending opportunities from member engagement
Educate members on loan structures and guide them through application processes
Conduct financial discovery conversations to uncover needs for lending products
Maintain compliance with federal and state lending requirements and NMLS rules

Skills

Qualifications

High School DiplomaBachelor Degree in FinanceNMLS RegistrationFiCEP Certification

About Wellby Financial

wellbyfinancial.com

Headquarters

Houston, Texas, United States

Company Size

201-500 employees

Founded

1961

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Wellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.