Wellby Financial

Wellby Financial

Financial Services

Houston, TX 12,576 followers

We help people prosper.

See jobs Follow

About us

We were founded nearly 60 years ago with the mission of supporting those who put the first person on the moon. As we’ve grown over the years, our purpose of helping members reach their dreams is still the heart of who we are. We are passionate about excellence and set ambitious goals to land among the stars.   Our member’s financial well-being is at the center of all that we do. As we set out to serve a new generation of dreamers, our mission is to empower them with the tools and services they need to succeed while living their life uninterrupted. We know that to achieve greater equity and inclusion for our members, communities, and our team, our diversity is our strength, which is why we embrace different perspectives and experiences. Our shared purpose is to help people prosper. We win when our members win, and their experience can be no greater than our team-member experience. We work with integrity and a conviction to do the right thing, creating stronger communities where we work, live, and play. Together we thrive.

Website
https://wellbyfinancial.com
Industry
Financial Services
Company size
201-500 employees
Headquarters
Houston, TX
Type
Nonprofit
Founded
1961
Specialties
Checking, Savings, Auto Loans, Personal Loans, Mortgages, Home Equity Loans, and Financial Planning

Locations

Employees at Wellby Financial

See all employees

Updates

  • View organization page for Wellby Financial, graphic
    Wellby Financial

    12,576 followers

    #ICYMI Thanks to You, Wellby Financial Stands Out as the Best Overall Credit Union! ⭐ We're here to support your financial journey every step of the way. From personalized products to impactful initiatives, our focus is on your success. While we're honored by recognition, our true joy comes from helping our members prosper. Together, we're breaking barriers and reshaping financial futures for generations to come. Like this post if you are ready to join us in our mission to empower and uplift! 💜

  • View organization page for Wellby Financial, graphic
    Wellby Financial

    12,576 followers

    We are incredibly proud to honor Berna Lino, MBA for being recognized among the top 250 Latino Mortgage Originators! 🎉 As a Hispanic immigrant from Lima, Peru, Berna understands the challenges of achieving the American Dream. Her personal experience buying a home ignited her passion for helping the Hispanic community navigate this difficult journey with ease. Berna's bilingual skills ensure our members understand every step of the process, and we are grateful to have her on the Wellby team! 💜 Join us in celebrating Berna's remarkable achievement and dedication to our community! #WellbyFinancial #Mortgage #CommunityImpact #Homeownership #HomeOwner #Houston

    • Promotional banner featuring a person named Berna Lino with the title "Your Mortgage Loan Partner." The banner includes logos for Wellby Financial and NAHREP with the text "Top 250 Latino Mortgage Originators!" The background is purple with decorative elements.
  • View organization page for Wellby Financial, graphic
    Wellby Financial

    12,576 followers

    Interested in how Wellby Financial can help you and your organization #prosper? ⬇️ Join us at these Houston networking events to discover how Wellby's financial literacy experts can support you and your teams! #Networking #FinancialLiteracy 📅 June 18 Coffee Time & Networking ☕ First Cup Coffee Company 7:30 - 9:00 a.m. 2645 Broadway St, Pearland, TX  77581 📅 June 20 June Mixer 🍸 Courtyard Marriot – Galveston 5:00 - 7:00 p.m. 9550 Seawall Blvd., Galveston, TX 77554 📅 June 26 Coffee in the Park ☕🌳 Soulfreak 8:30 - 10:00 a.m. 512 2nd St., League City, TX 77573

    • Talk to us about Financial Literacy for your organization! June 18 Coffee Time & Networking First Cup Coffee Company 7:30 - 9:00 a.m. 2645 Broadway St, Pearland, TX  77581 June 20 June Mixer Courtyard Marriot – Galveston 5:00 - 7:00 p.m. 9550 Seawall Blvd., Galveston, TX 77554 June 26 Coffee in the Park Soulfreak 8:30 - 10:00 a.m. 512 2nd St., League City, TX 77573
  • View organization page for Wellby Financial, graphic
    Wellby Financial

    12,576 followers

    Making a difference in our community is who we are. 🤝 We're proud to partner with local organizations to create a thriving and prosperous community. Check out some of the May events where we helped make a positive impact! 💜 Celebrated the end of the 2023-2024 school year with the Sante Fe Education Foundation and the staff of Sante Fe ISD. 💜 Hosted a lunch and learn with Big Brothers Big Sisters of Greater Houston, serving up awesome food and financial literacy resources. 💜 Made an impact with high school students at La Marque High School, informing them of the importance of Credit Unions and our Youth Checking accounts. 💜 Opened up a new branch inside the Clear Lake City Blvd. H-E-B giving surrounding residences increased access to our services. Did you see us at any of these or other events? Let us know where in the comments!

    • Celebrated the end of the 2023-2024 school year with the Sante Fe Education Foundation and the staff of Sante Fe ISD.
    • Hosted a lunch and learn with Big Brothers Big Sisters of Greater Houston, serving up awesome food and financial literacy resources.
    • Made an impact with high school students at La Marque High School, informing them of the importance of Credit Unions and our Youth Checking accounts.
    • Opened up a new branch inside the Clear Lake City Blvd. H-E-B giving surrounding residences increased access to our services.
  • View organization page for Wellby Financial, graphic
    Wellby Financial

    12,576 followers

    We’re thrilled to share the progress we've made on the home we’re building in partnership with Bay Area Habitat for Humanity. 🏡 Our involvement in this home goes beyond funding—we’re actively participating in the construction process, working together to make dreams a reality. Swipe to see our team members on-site, dedicating time and effort to help bring this home to life for Dalia and her family. 💖 Stay up to date on the progress! Visit gowellby.com/habitat-home to follow along the journey as we lay the foundation for financial prosperity through homeownership. #CommunityImpact #DreamBuilders

    • A group of roughly 15 people posing together outside of a home build site.
    • Three men lifting a plank of wood up to the house while working on the build and another man standing off to the side wearing a purple Wellby shirt with text "Helping People Prosper".
    • A group of six Wellby team members standing together and pointing to the back of a team member's shirt which says "Helping People Prosper".
    • Four men working on one of the walls of the home build. One man is on a ladder.
    • A group of roughly 15 people posing together inside the home at a home build site.
      +2
  • View organization page for Wellby Financial, graphic
    Wellby Financial

    12,576 followers

    Our members are sharing great feedback about our team’s incredible member service and #financialexpertise, and we couldn't be prouder. ⭐⭐⭐⭐⭐ Whether they’re assisting members in opening a new #freecheckingaccount or funding their next moment big or small with tailored #loans, our teams are going above and beyond. Swipe to read why our members love Wellby! Ready to experience the difference? Visit us at your nearest Wellby branch. 📍 We're ready to help you reach your financial goals!

    • A Wellby Financial review that says, "I recently started banking with Wellby and opened a checking account. I met with Lucy Hernandez about a personal loan, and Lucy went over and beyond my expectations as my personal banker! She worked with other departments to lower my interest rate and kept me in the loop throughout the process. I can't recommend Wellby and Lucy highly enough!" - Melissa B. - Clear Lake - Gemini
    • A Wellby Financial review that says, "Danielle Nealy was the represenative I was working with and if it wasn't for her I would have never gotten my interest rate down as much as she did. Not only did she make that happen, she was on the top of her game when coming to documents and attentiveness. She made the refinance experience better than I've ever had. Would give10 *stars* if I could, but definitely a big reason as to why I will stay with Wellby for my banking needs." - Frank B. - Ellington
    • A Wellby Financial review that says, "Became a member, did a car refi in one day! Got the app! Lazarus was fun, knowledgeable, efficient and steered me through the process in no time! I will be back soon for more business! Thank you!" - Nicolette D. - Pearland
    • A Wellby Financial review that says, "Heather was very helpful in answering all our questions about loan options and rates. We were able to quickly and easily consolidate our debts." - Natalie S. - Seabrook
    • A Wellby Financial review that says, "I was so impressed when I reached out to my local Wellby branch that had recently converted over and I learned that my old account with the former redit union had been closed due to inactivity and Claudia helped me to set up a new one so quickly and so easily! It was by far the easiest banking experience that I've ever had. " - Mikella M. - Monument
      +2
  • View organization page for Wellby Financial, graphic
    Wellby Financial

    12,576 followers

    We’re proud to share that our Vice President of Virtual Communications, Brent R.C. Nelson, is speaking at Customer Contact Week 2024 on Wednesday, June 5! 🎤 This conference highlights speakers of brands that are pushing the envelope in technology, services, and support for contact centers like ours. Brent’s more than 15 years of experience in the financial services industry has grown his passion for creating above and beyond moments for members and team members alike. We're excited for attendees to get insight into Brent's expertise on virtual communication in financial services and how he empowers those around him to #prosper. Use the link below to see the details on Brent’s presentation 🔗 👇 https://lnkd.in/gjUJudTx #CCWVegas #CustomerContactWeek #CreditUnion #FinancialLeadership

    • No alternative text description for this image

Similar pages

Browse jobs