Wellby Financial Jobs in United States

Job Description: · The Personal Banker provides support to branch banking team members by building relationships with customers to help them achieve their financial goals. · Identify customer needs and offer appropriate solutions such as opening new accounts or providing loan opt ...

Job Description · Experience with high-quality service standards in all interactions with members personal and all departments within the Credit Union. · Educate members and credit union employees on investment products services through seminars branch trainings other scheduled e ...

The District Team Lead is responsible for providing support and coverage to Branches and assisting with process improvements and implementations that are part of the Retail Experience portfolio. · High School diploma or GED required. · Minimum three (3) to five (5) credit union o ...

The SEG Relationship Manager will lead efforts in managing and growing a portfolio of Premier Partners (Select Employee Groups - SEGs). They will develop new business relationships with current and prospective Premier Partners, conduct market research, evaluate competitors, and c ...

's fun to work in a company where people truly believe in what they're doing · Position Summary · The Project Manager is responsible for enhancing our team member and member experiences by delivering essential strategic projects intended to accomplish business goals and objective ...

Job Description: · Branch Manager · The Branch Manager oversees daily branch operations to ensure efficiency and compliance while serving as a community ambassador to strengthen local relationships and drive business development. · Works purposefully to provide the best team memb ...

The Personal Banker role involves providing support and coverage to branch banking team members, building relationships with members to help them achieve their financial goals, identifying member needs, and offering appropriate solutions. · ...

The Teller is responsible for performing member banking transactions, · providing education on banking services available, · and communicating banking products to members.An equal opportunity and affirmative action employer. · ...

The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. · Willingness and ability to exhibit Wellby Core Values every day. · Works purp ...

Job Description · The Assistant Branch Manager plays a key role in supporting the efficient operation of a branch within the organization. · Works purposefully and is driven to provide the best team member experience. · Assists manager in efforts to reach profit , performance ,an ...

Job Summary · The Personal Banker provides support to branch banking team members and builds relationships with customers to help them achieve their financial goals. · Identify customer needs and offer solutions such as opening new accounts, providing loan options, or helping wit ...

The Member Service Representative II is responsible for providing support and coverage to the Contact Center. · High School Diploma or equivalent required. · Minimum three (3) years of experience in a high-volume call center environment, or an equivalent combination of education ...

Job Description · The Member Service Representative I provides support and coverage to the Contact Center. · Interacts with members via telephone/email/online chat to provide information on products or servicesFields customer questions and complaints; escalates when necessary/li> ...

Consumer Lending Processor II Job Description · The Consumer Lending Processor will be responsible for reviewing funding and completing all consumer loan applications. · Conduct quality assurance audits prior to funding. · Helps support cross-functional departments by guiding len ...

The Assistant Branch Manager plays a key role in supporting the efficient operation of a branch within the organization.They work closely with the Branch Manager to ensure that the branch meets its financial goals, provides exceptional customer service · , and adheres to company ...

The Assistant Branch Manager plays a key role in supporting the efficient operation of a branch within the organization.They work closely with the Branch Manager to ensure that the branch meets its financial goals, provides exceptional customer service and adheres to company poli ...

Job Summary · The Assistant Branch Manager plays a key role in supporting the efficient operation of a branch within the organization. · Main Responsibilities: · Assist manager in efforts to reach profit performance goals · Oversee banking services ensuring excellence contacts or ...

Intern Position · The intern will support various areas of the Credit Union and gain real work experience interacting with departments and leaders. · The internship fosters a team atmosphere by having interns work on projects alongside current leaders and team members. · ...

Job Description · The Senior Mortgage Loan Officer is responsible for assisting members with mortgage loan applications. · Meet with prospective borrowers · Review credit and financial data · Present loan options to members and explain terms · ...

The Consumer Lending Processor will be responsible for reviewing, funding, and completing all Consumer Loan Applications. · ...