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Position Summary

The Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible for achieving results through the growth and development of their team. This role focuses on meeting and exceeding sales, service, and operational performance goals while fostering a results-driven culture. The Branch Manager must actively lead by example, coach their team to success, and hold individuals accountable for their contributions to the branch’s overall success. Additionally, 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.

Principle Duties and Responsibilities

Works purposefully and is driven to provide the best team member experience.
Willingness and ability to exhibit Wellby Core Values every day.
Actively create a culture of accountability, excellence, and results-driven collaboration.
Lead the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals and wealth management referrals.
Develop and execute actionable strategies to meet or exceed the sales, services and operational goals. Ensure the team is aligned and equipped to achieve the desired results.
Champion exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions.
Track and analyze branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance.
Drive member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement.
Ensure team members follow a relationship-building process, including engaging, discovering needs, recommending solutions, and following up with members.
Conduct outbound calls and initiatives to deepen existing member relationships and attract new business.
Identify and implement opportunities to improve operational processes, enhancing efficiency and member satisfaction.

Conduct regular team meetings to align with goals, share best practices, address challenges ensuring that branch staff understand the goals and objectives to meet these goals.
Identify training needs for team members, supporting their development through workshops, role-playing exercises, and training programs.
Represent Wellby in the community by participating in events, building partnerships, and enhancing the organization’s local presence.
Actively demonstrate best practices in sales, service, and operational excellence to inspire and guide team members.
Develop and execute plans to drive branch growth, align with Wellby’s strategic priorities, and achieve budget goals.
Collaborate and actively work with Financial Advisors, Real Estate Partners, and other key business partners to develop and execute strategies that drive branch growth and member engagement.
Perform other duties as assigned.

Branch Management

Cultivate a positive, inclusive, and high-performing branch culture where team members feel supported and motivated to succeed.
Spend time actively coaching team members on the floor, observing members interactions and providing real time feedback and support.
Conduct regular one-on-one coaching sessions to address performance gaps, develop skills, and reinforce strengths.
Share regular performance feedback, including recognition for achievements and actionable plans for improvement.
Hold team members accountable for meeting individual and branch goals.
Ensure branch operations comply with all policies, procedures, security requirements, regulations, and ethical business practices.
Manage operational aspects, including vault control, dual-control access, and approvals for increased authority limits.
Recruit, hire, and train qualified candidates for branch roles, focusing on their long-term development and potential.
Address and resolve conflicts promptly and professionally, ensuring consistency with Wellby’s standards and practices.
Promote and uphold a culture where member needs are consistently prioritized, and service excellence is a branch standard.

Knowledge, Skills, and Abilities (KSA)

Knowledge of Wellby’s organizational functions and general operating policies and procedures.
Knowledge of general office practices and procedures, business English, spelling, punctuation, and arithmetic.
Knowledge of retail product philosophy, banking industry best practices, and regulations.
Knowledge of all branch functions, including Teller, Member Service, and Loan Origination.
Knowledge of personal computers and proficiency in utilizing Microsoft Office Suite products or related software.
Knowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements.
Knowledge of local, state, and federal laws and regulations, including banking, financial, or industry-specific regulations, including, but not limited to, National Credit Union Administration (NCUA), Federal Deposit Insurance Corporation (FDIC), Office of Foreign Access Control (OFAC), Federal Industry Regulatory Authority (FINRA, anti-money laundering laws, etc.
Skilled in leading sales-focused teams, leveraging data insights to develop and execute strategies that drive performance while coaching team members on consultative selling, cross-selling, and relationship-building techniques.
Skilled in demonstrating a member-first mindset by modeling and coaching exceptional service behaviors to support a high-performing team environment.
Skilled in providing actionable feedback and creating tailored coaching plans to support individual development and team growth.
Skilled in analyzing performance metrics to identify trends, assess progress, and create actionable improvement plans.
Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to influence and engage direct and indirect reports and peers.
Ability to work effectively across organizational departments and functions to achieve strategic goals.
Ability to work in a fast-paced team environment with exceptional customer service skills.
Ability to communicate clearly and concisely, orally and in writing.
Ability to motivate others and to work in a large cross-functional team dynamic.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
Ability to coordinate several concurrent activities simultaneously.
Ability to adapt quickly to a changing environment and be a strong decision-maker.
Ability to exercise independent judgment.

Supervisory Responsibilities

The team member has supervisory responsibilities.

Complexity & Scope of Work

The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
The team member performs routine and generally related tasks without supervisory direction.
Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
Courses of action are determined by established procedures and/or the Director of Retail Experience District.
The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policy and procedures.
The team members use independent judgment in making decisions.

Physical Demands & Work Environment

The physical demands and work environment characteristics described here represent those that a team member must meet to perform the essential functions of this position successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
To perform this job successfully, the team member must frequently remain stationary 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.
The team members must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
The team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
The ability to observe details at close range (within a few feet of the observer).
Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
The noise level in the work environment is usually moderate.
Work involves the typical risks and discomforts of the office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

Bachelor’s degree in finance, business development or related field required
Minimum five (5) years of retail banking experience required
Minimum three (3) years of leadership experience required
Demonstrated sales experience in a financial services, banking, or retail environment required.
Teller, personal banking, escalation management, and vault management experience recommended
Bondable

For All Candidates

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, please get in touch with Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need reasonable accommodation, please email [email protected] or call 281-226-1696 for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.

About the company

Wellby is a member-owned financial institution that provides banking and financial services to help people prosper. It offers typical credit union products such as savings accounts, checking, loans, mortgages, and other financial tools designed to support members’ financial well-being. Members access these services through branches, online and mobile platforms, and Wellby emphasizes personal service and community impact rather to growth and inclusion. The company differentiates itself with a long history (over 60 years), a strong emphasis on helping members reach their dreams, recognition as a top workplace and best-in-class credit unions, and a focus on equity, inclusion, and community prosperity. The goal is to empower members, support their financial well-being, and enable them to thrive together with the communities they serve.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Houston, Texas

Founded

N/A

Get referred to Wellby

See people who can refer or advise you

Simplify's Take

What believers are saying

Wellby won Banking Tech Award for Best Use of AI on June 16, 2026.
The February 10, 2026 dividend signals strong capital and cooperative member loyalty.
Newsweek ranked Wellby among America’s Best Regional Banks and Credit Unions again January 13, 2026.

What critics are saying

AT&T Dynamic Defense modernization admits prior fragmented security, exposing 2026 breach-transition risk.
Vertice AI personalization creates vendor dependence; model errors could damage trust after June 16, 2026.
Houston concentration keeps Wellby tethered to one metro; local shocks hit deposit growth quickly.

What makes Wellby unique

Founded in 1961 for Johnson Space Center employees, Wellby still leans on space heritage.
Its Space Center Houston partnership, renewed February 6, 2026, gives rare local brand affinity.
Member-owned structure enabled a $9 million special dividend on February 10, 2026.

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Benefits

Flexible Work Hours
Remote Work Options

Company News

EAA

Oct 17th, 2026

Texas real estate market surges with major new developments.

Texas real estate market surges with major new developments. By E-A-A / October 17, 2026 The Lone Star State is experiencing an unprecedented commercial and corporate real estate boom. Major corporations are aggressively expanding their footprints through massive headquarters, manufacturing campuses, and strategic acquisitions. This surge reflects a robust economic environment drawing diverse industries to key metropolitan hubs. Analyzing these developments offers vital insights into modern home design and commercial planning trends across the region. Table of Contents Corporate expansions and headquarters. Wellby Financial is leading the charge by preparing to break ground on a new five-story corporate headquarters in Friendswood, Texas. This ambitious project is officially scheduled for completion by October 2028. Meanwhile, law firm O'Melveny & Myers relocated its Houston operations into a sleek 43,000-square-foot space at the TC Energy Center. These moves highlight a strong corporate preference for high-end, functional office environments. Industrial growth and manufacturing hubs. Industrial real estate is expanding rapidly alongside commercial office sectors throughout the state. For deeper context on structural evolution, enthusiasts often explore architecture articles detailing large-scale builds. Kingsley Beverages USA's investment arm recently acquired two fully leased manufacturing buildings totaling 63,250 square feet in Houston. Additionally, Griffin Partners purchased a southwest Houston site to develop an expansive 872,125-square-foot industrial project breaking ground in February 2027. Retail and regional market adaptations. Aerospace innovation is also driving physical expansion, as Blue Origin announced plans to construct Constellation Park, a massive 1.3-million-square-foot manufacturing campus in Hutto, Texas. This facility underscores how high-tech manufacturing shapes local regional architecture. On the retail front, ATI Physical Therapy secured two separate retail leases within NewQuest developments in Cypress and Richmond, Texas. Crunch Fitness similarly broadened its Dallas-Fort Worth footprint by launching a 34,589-square-foot location in Garland. Residential and national portfolio shifts. Residential brokerages are scaling up to match commercial momentum, evidenced by Nan & Company Properties opening a new office in The Woodlands following strong regional sales growth. Major investment trusts are actively capitalizing on these shifting residential and commercial dynamics. Hines Global Income Trust broadened its national portfolio through three major acquisitions totaling over $500 million across Texas, Georgia, and Ohio. Simultaneously, Brookdale reached an agreement with Welltower to acquire 30 leased senior living communities for $290 million, cementing a dynamic period of transaction activity. Additional Reading:

Realty News Report

Oct 17th, 2026

RNR Real Estate Briefs - Texas & more.

RNR Real Estate Briefs - Texas & more. RNR Real Estate Briefs - (Realty News Report) - FRIENDSWOOD, Texas - Wellby Financial will break ground on a five-story, 102,246-SF headquarters at 19130 Gulfbrook Drive at Baybrook Center in Friendswood. The project will include a first-floor branch and connected parking garage, with capacity for 400 to 500 employees. The project team includes Griffin Partners as developer, Powers Brown Architecture, and Harvey Cleary. Completion is planned in October 2028. Wellby was founded in 1961 as JSC Federal Credit Union and now has more than 135,000 members. HOUSTON - KB USA Properties, the investment arm of Kingsley Beverages USA, acquired two manufacturing buildings totaling 63,250 at 14406 and 14420 Wagg Way in Houston. Jason Tangen and Barrett Gibson of Colliers represented the buyer. The properties were 100% leased. Kingsley Beverages is a global beverage company offering soft drinks, energy drinks, and sports drinks with offices in Dubai, Johannesburg, Peterborough and Houston. HOUSTON - Griffin Partners has acquired a site near Chimney Rock Road and McHard Road in southwest Houston for a proposed three-building, 872,125-SF industrial development. Griffin Partners will lead the development, which is expected to break ground in February 2027. HOUSTON - Nan & Company Properties, the Houston affiliate of Forbes Global Properties, has opened its new office in The Woodlands. Since beginning operations in The Woodlands in March 2024, the brokerage has established a growing presence in the market, generating $100 million in real estate sales in 2025. The new office spans 2,890 SF at 10001 Woodloch Forest Drive. The company previously operated from a suite at LifeTime Works. Nan & Company Properties has grown to 22 agents in The Woodlands, most recently adding Noel Collier, who joins from Keller Williams Realty Professionals, and Holly Flaskcamp, who joins from Compass. HOUSTON - O'Melveny & Myers has moved to a new office at TC Energy Center, 700 Louisiana, in downtown Houston. The law firm, which opened in Houston in 2022 and has more than 40 employees, now occupies 43,000 square feet across two floors in the building. CYPRESS, Texas - ATI Physical Therapy leased 2,348 SF in Fairfield Marketplace, located at the intersection of Highway 290 and Mason Road, Cypress, from NewQuest. Leni Sandoval of NewQuest represented the landlord. Travis Lawrie of Falcon Realty Advisors and Chris Reul of Palo Duro Commercial Partners represented the tenant. RICHMOND, Texas - ATI Physical Therapy leased 2,500 SF in Grand at Aliana, located at the intersection of W. Grand Parkway S. and W. Airport Boulevard, Richmond, from NewQuest. Ben Postma and Josh Friedlander of NewQuest represented the landlord. Travis Lawrie of Falcon Realty Advisors and Chris Reul of Palo Duro Commercial Partners represented the tenant. Texas. HUTTO, Texas - Blue Origin announced plans for new manufacturing campus named Constellation Park in Hutto. The 1.3-million-SF multi-facility complex will serve as a central production hub for several of the company's most ambitious satellite and communications programs. Blue Origin manufactures and operates rocket engines, reusable launch vehicles, lunar landers, and satellite systems. DALLAS - Southwest Fitness Holdings LLC, a subsidiary of Crunch Fitness franchise group CR Fitness Holdings, announced the opening of Crunch Garland, its 15th location in the Dallas-Fort Worth area. The newly built, 34,589-SF fitness center represents a $5 million investment. BALCH SPRINGS, Texas - Finial Group has sold the Limestone Portfolio, a four-building, 86,250-SF industrial facility in Balch Springs, Texas, to an owner-user. Nation. HOUSTON - Hines Global Income Trust is expanding its U.S. portfolio through three acquisitions totaling more than $500 million. The deals include Bishop Arts Portfolio, a mixed-use property with 539 multifamily units and 49,000 SF of retail in Dallas; 99 West Paces, a 312-unit multifamily tower Atlanta; and Castings Commerce Center, an 862,000-SF industrial portfolio in Columbus, Ohio. BRENTWOOD, Tenn. - Brookdale entered into an agreement with Welltower Inc. to acquire 30 currently leased communities (1,152 units) for $290 million. The transaction is expected to reduce 2027 annual cash rent payments by $17.8 million. LAWTON, Okla. - The Multifamily Group, a Dallas-based commercial real estate brokerage firm, announced the sale of Country Club View, a 229-unit multifamily community in Lawton, Okla. Built in 1966, the property is on West Gore Boulevard, adjacent to the Lawton Country Club. Yonnic Land represented both the buyer and seller in the transaction. ATLANTA - Finial Group signed a long-term lease with Time Manufacturing Holdings for a 28,995-SF industrial facility at 4410 Wendell Drive SW in Atlanta. Kevin Coleman, Bubba Sasdi, and Brandon Cade represented Finial Group.

Space Center Houston

Aug 10th, 2026

Wellby Financial's space roots still shape its Member experience today.

Wellby Financial's space roots still shape its Member experience today. Marty Pell, President & CEO of Wellby Financial, and Keesha Bullock, Chief Operating & Strategy Officer of Space Center Houston, welcome guests during the Galaxy Lights VIP Preview Night. Wellby Financial's connection to Houston's space community began more than six decades ago. Founded in 1961 to serve the financial needs of the Johnson Space Center community, the credit union was shaped by the people helping advance human space exploration, from engineers and innovators to the families supporting them at home. That legacy continues to influence who Wellby is today. Now serving 127,000 members and managing nearly $2.7 billion in assets, Wellby remains rooted in its space heritage while helping members across Greater Houston and beyond build brighter financial futures. A Natural Partnership with Space Center Houston Wellby's partnership with Space Center Houston is a meaningful extension of that history. As the Official Credit Union of Space Center Houston, Wellby supports one of Houston's most iconic institutions while helping connect members and the broader community to experiences that inspire curiosity, learning, and possibility. Wellby's mission to help people prosper begins with inspiring people to dream big about their financial futures. That purpose aligns naturally with Space Center Houston's commitment to inspiring the next generation through space exploration and science learning. Together, the organizations are creating opportunities that bring families, students, members, and the community closer to the wonder of space while reinforcing the importance of education, access, and future-focused thinking. A Partnership That Creates Meaningful Member Value For Wellby members, this partnership is more than a connection to the credit union's history. It creates real benefits today. Through the partnership, members have access to special discounts, exclusive opportunities, unique events, and memorable experiences at Space Center Houston. From signature events such as Moon 2 Mars Festival to the holiday magic of Galaxy Lights, Wellby members can enjoy meaningful ways to connect with one of the region's most beloved destinations. At the same time, Wellby's support helps Space Center Houston expand educational programming, strengthen family experiences, and inspire more people to explore the possibilities of science, technology, engineering and math. Rooted in History, Focused on What's Ahead Wellby's space roots are an important part of its story, but they are not just part of its past. They continue to shape how the credit union serves members, invests in the community, and creates opportunities that help people prosper. Through its partnership with Space Center Houston, Wellby is honoring the legacy that helped launch the credit union while continuing to bring valuable experiences, access, and inspiration to members and families across Greater Houston and beyond.

Cerebral Overload

Jul 30th, 2026

AT&T Business and Palo Alto Networks tackle the growing complexity of securing distributed enterprises.

AT&T Business and Palo Alto Networks tackle the growing complexity of securing distributed enterprises. As AI-driven cyber threats outpace traditional defenses, enterprises face the challenge of securing multi-cloud environments and remote teams with traditional security approaches. In response to growing enterprise demand, AT&T Business and Palo Alto Networks today announced an expansion of their collaboration to help enterprises secure increasingly distributed environments by integrating advanced security directly into the network. The latest phase of this long-standing collaboration brings two managed offerings to market: AT&T Dynamic Defense with Palo Alto Networks and AT&T SASE with Palo Alto Networks. Together, the solutions provide deeper network-level protection and end-to-end visibility across enterprise environments. "Security can no longer be treated as something layered on after the network is built," said Joe Petrocelli, vice president of Communications Services, AT&T Business. "By combining Palo Alto Networks AI-powered cybersecurity capabilities with AT&T's global network, we're helping customers move toward a security model where protection is coupled directly with their connectivity. The result is greater visibility, reduced complexity, and faster response to emerging threats." Discover more Earth Sciences AT&T Dynamic Defense with Palo Alto Networks. AT&T Dynamic Defense with Palo Alto Networks integrates cloud-delivered security capabilities into AT&T's global network with the interconnection to Palo Alto Networks Prisma Access, helping enterprises gain near real-time, AI-driven threat prevention and comprehensive network visibility across their cloud, SaaS, and AI environments. Machine Learning & Artificial Intelligence Houston-based credit union Wellby Financial is using AT&T Dynamic Defense with Palo Alto Networks, enabling the organization to move from a fragmented, tool-based approach to a more unified and scalable security model. "This is about building a stronger security foundation for our entire organization," said Wes Turner, chief technology officer of Wellby Financial. "With AT&T Dynamic Defense with Palo Alto Networks, we now have better insight into what is happening across our environment and greater confidence in how we protect our data and operations." "In an era where cyber risk directly impacts business performance, security must be an accelerator for business growth," said Simone Gammeri, chief partnerships officer, Palo Alto Networks. "The general availability of our integrated solutions with AT&T Business gives enterprise leaders a clear advantage. Bringing our AI defenses natively into AT&T's network provides enterprises with threat prevention at scale, without compromising network performance or customer experience." Discover more Engineering & Technology Trade Fairs & Industry Shows AT&T SASE with Palo Alto Networks. Further helping customers streamline operations without compromising security, AT&T SASE with Palo Alto Networks combines networking and cloud-delivered security into a single, fully managed service. The solution integrates Palo Alto Networks Prisma SASE (Prisma SD-WAN and Prisma Access) to deliver a unified SASE with a complete Security Services Edge stack, helping organizations securely connect users, applications, and locations while maintaining performance across distributed environments. AT&T manages deployment, policy, and ongoing operations, allowing organizations to focus on business priorities while strengthening their security posture. Palo Alto Networks and AT&T Business are also offering a clear, practical path to quantum resilience across both AT&T Dynamic Defense and AT&T SASE with Palo Alto Networks. AT&T SASE with Palo Alto Networks, a cloud-native architecture that integrates AT&T's global network with Palo Alto Networks' Prisma SASE security capabilities, including Zero Trust Network Access (ZTNA), SD-WAN, SaaS, and Direct. Availability. AT&T Dynamic Defense with Palo Alto Networks and AT&T SASE with Palo Alto Networks are now available as part of the companies' joint integrated security portfolio. To learn more, visit https://www.business.att.com/portfolios/cybersecurity.html or contact your AT&T Business representative. I am the owner of Cerebral-overload.com and the Verizon Wireless Reviewer for Techburgh.com. My love of gadgets came from his lack of a Nintendo Game Boy when he was a child. I vowed from that day on to get his hands on as many tech products as possible. My approach to a review is to make it informative for the technofile while still making it understandable to everyone. Ben is a new voice in the tech industry and is looking to make a mark wherever he goes. When not reviewing products, I is also a 911 Telecommunicator just outside of Pittsburgh PA. Twitter: @gizmoboaks Loading...

Finopotamus

Jun 18th, 2026

Wellby Financial wins 2026 Banking Tech Award for Best Use of AI - Customer Focus.

Wellby Financial wins 2026 Banking Tech Award for Best Use of AI - Customer Focus. * 4 hours ago ~ Credit union recognized for leveraging AI-powered member engagement strategies in partnership with Vertice AI ~ Wellby Financial today announced it has been named the winner of the Best Use of AI - Customer Focus category at the 2026 Banking Tech Awards USA, held by FinTech Futures. The credit union was recognized for its successful AI-powered member personalization strategy developed in partnership with Vertice AI, a leading provider of AI growth solutions for financial institutions. The Banking Tech Awards USA celebrate the most innovative financial institutions and technology providers. The program recognizes organizations of all sizes, from credit unions and community banks to regional and national financial institutions, for delivering impactful digital banking experiences and advancing the future of financial services. Wellby Financial earned recognition for its implementation of artificial intelligence to analyze member data and build personalized engagement strategies that bolster growth, deepen relationships, and improve member outcomes. "AI is most powerful when it helps us serve members in more meaningful ways," said Marty Pell, President and CEO of Wellby Financial. "This recognition reflects our commitment to helping our members prosper through personalized experiences. By leveraging AI-driven insights, we can better understand member needs, share tailored messaging that resonates, and connect them with the right products and services at the right time." Using Vertice AI's platform, Wellby Financial delivers more relevant interactions that increase member participation, improve retention, deepen wallet share, and deliver greater value throughout the member lifecycle. The strategy generated substantial growth, influencing the opening of 4,150 loan products and contributing roughly $114 million in new loan balances. AI-informed outreach also led to 2,073 new deposit accounts and nearly $25 million in deposit balances while driving thousands of additional service enrollments, demonstrating the power of personalized, AI-driven engagement to create value for both members and the credit union. "Wellby Financial's success demonstrates how leading financial institutions are using AI to move beyond broad-based marketing to deliver timely, personalized experiences that drive real results," said Mitch Rutledge, CEO of Vertice AI. "We are proud to support its efforts leveraging AI to modernize engagement strategies in ways that deepen relationships, improve retention, and accelerate long-term growth." The award was presented during the 2026 Banking Tech Awards USA ceremony in New York City. About Wellby Financial Wellby Financial is an award-winning, nationally ranked, member-owned credit union proudly serving Greater Houston. Wellby was originally established in 1961 to serve the employees and families of NASA Johnson Space Center. Finopotamus LLC has grown into one of the largest credit unions in Houston, serving more than 129,000 members with 22 branches and more than $2.7 billion in assets. Wellby is ranked one of America's Best Credit Unions by Newsweek and the Best Overall Among Banks and Credit Unions in Texas by Money.com. Additionally, Wellby is a USA TODAY and Houston Chronicle Top Workplace and additionally received a Culture Excellence Award for Employee Appreciation. Membership is open to those who live or work in the City of Houston or any city within Galveston County, are an immediate family member of an existing Wellby Financial member, work for a company or organization that partners with Wellby Financial, or join the American Consumer Council (ACC), a non-profit dedicated to consumer education and financial literacy. For more information, visit wellbyfinancial.com. Federally insured by NCUA. Equal Housing Lender. Equal Opportunity Employer. About Vertice AI Vertice AI is a leading provider of AI-powered member growth solutions leveraging predictive analytics to help credit unions employ data to drive smarter business decisions. By harnessing artificial intelligence and member data, Vertice AI delivers actionable, member-centric insights that enable credit unions to optimize marketing investments, foster deeper relationships, and achieve measurable growth. Vertice AI has been recognized as a Finovate Fall Best in Show 2025, ICBA ThinkTech Bankers Choice Award Winner, Top 25 Startup to Watch by the Atlanta Business Chronicle, honored as a Finalist at VentureTech 2023, and named the 2023 Innovation Challenge Winner by the Technology Association of Georgia (TAG).

Wellby

Branch Manager

About the job