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Wellby Financial

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Micromanaging - Personal Banker Wellby Financial Employee Review

1.0
Apr 8, 2025
Recommend
CEO approval
Business outlook

Pros

Health insurance day off during week

Cons

Weekly Call nights Micromanaging, District team leads will observe you call members. Team members creating fake referrals due to fear of potential losing their jobs. Living in fear of getting in trouble if not meeting quotes quarterly. Shady District leads/Managers telling bankers to open multiple savings/checking accounts for members without them knowing to meet their monthly goals. They say they care of the members but only care about numbers and getting loans. Dont care if member goes into debt, as long as they can make a sale out of them.

Explore other reviews about Wellby Financial

5.0
Apr 15, 2026
Recommend
CEO approval
Business outlook

Pros

Great company culture and awesome team.

Cons

Not many, new to the world of finance, and had to integrate risk and compliance into website content/marketing.

3.0
Jun 23, 2026
Recommend
CEO approval
Business outlook

Pros

There are a select few really good leaders. Believe the overall vision of the company is good.

Cons

The culture in the branches is not the same as the vision at the top. Feels like we lost sight of the mission. Sales trumps anything else.

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