Relationship Specialist

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

The Relationship Specialist (RS) drives incremental growth by proactively engaging members, conducting in-depth financial discovery conversations, and identifying home equity lending opportunities. This role transforms member insights into tailored lending and deposit solutions through a blend of financial counseling, consultative selling, and product expertise. By generating home equity applications, deepening member relationships, and executing strategic outreach efforts, the Relationship Specialist plays a key role in driving branch performance and revenue growth.

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience.

• Proactively manage and grow member relationships through consistent, strategic outbound engagement.
• Initiate targeted outreach to deepen relationships, uncover financial needs, and generate lending opportunities.
• Drive ongoing engagement by scheduling and leading timely, value-driven follow-up conversations.
• Cultivate long-term relationships that position Wellby as the member’s primary and trusted financial partner.
• Execute high-volume outbound calling with a focus on initiating meaningful financial discussions and identifying cross-selling opportunities.
• Maintain a disciplined outbound cadence, including follow-ups, relationship check-ins, and opportunity-driven outreach as a core performance expectation.

• Lead meaningful financial conversations to understand member goals, financial priorities, and life events.
• Use discovery-based conversations to identify opportunities for lending, debt consolidation, and relationship growth.
• Recommend solutions aligned to members’ financial goals, ensuring clarity around benefits, risks, and long-term impact.
• Sell through advice by connecting products to member outcomes and financial well-being.

• Identify and originate home equity lending opportunities through strategic member engagement and comprehensive financial discovery.
• Educate and guide members on Home Equity Loan and HELOC solutions in product structure, costs, timelines, and appropriate use cases.
• Accurately complete and submit home equity loan applications, ensuring all documentation is thorough, compliant, and aligned with underwriting requirements.
• Anticipate, identify, and resolve potential issues early in the process to minimize delays and ensure a seamless application experience.
• Contribute to branch revenue and overall financial performance.
• Maintain NMLS registration and comply with all applicable lending requirements.

• Deliver a high-quality, advisory-driven member experience that builds trust and confidence.
• Manage challenging conversations with professionalism, empathy, and composure.
• Strengthen member relationships through ongoing engagement and financial guidance.
• Performs other related duties as assigned.

• Knowledge of Wellby’s organizational functions, and general operating policies and procedures.
• Knowledge of general office practices and procedures, business English, spelling, and punctuation.
• Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.
• Knowledge of financial counseling principles and advisory-based selling techniques
• Knowledge of home equity lending products (HELOCs and Home Equity Loans)
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
• Skilled in providing excellent interpersonal and member service skills
• Skilled in the analysis of problems and the development and implementation of solutions
• Skilled in above-average analytical and reasoning abilities
• Skilled in proactive outbound engagement and relationship management
• Skilled…