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Wellby Financial
Wellby Financial is a full-service, member-owned credit union founded in Houston more than 60 years ago!
Purpose
Help people prosper. At Wellby Financial, we exist to help each member reach their dreams and attain financial well-being through smarter banking
options and personalized experiences.
options and personalized experiences.
Vision
Our vision is simple, we keep members first and strive to positively impact people’s lives. We want to deepen relationships and expand our footprint
because we know that we can help positively impact our members’ financial prosperity. We want to help Houstonians reach their dreams.
... Read more
because we know that we can help positively impact our members’ financial prosperity. We want to help Houstonians reach their dreams.
... Read more
Mission
We aim to offer a broad spectrum of services that place our members on a direct path to financial prosperity. The Wellby Path to Prosperity framework
provides guidance and resources to help members design their financial well-being by building financial resiliency, growing their prosperity as they plan
for the future, and truly thriving, as they manage their needs while helping others along the way.... Read more
provides guidance and resources to help members design their financial well-being by building financial resiliency, growing their prosperity as they plan
for the future, and truly thriving, as they manage their needs while helping others along the way.... Read more
Additional Culture Details
We have a Culture of Excellent Member Service, which emphasizes the importance of accountability, intentionality, and relationships. We aim to provide
meaningful and intentional interactions with every member, team member, or community partner. We emphasize building and deepening relationships
while aiming to serve every person we interact with as if they were a friend or family member.
meaningful and intentional interactions with every member, team member, or community partner. We emphasize building and deepening relationships
while aiming to serve every person we interact with as if they were a friend or family member.
Values
- Members and Community
- Above all, we value our members and our community. We strive to provide the right tools, services, and resources to help people prosper. Our four Core Values help guide us in living that purpose: Members First, Teamwork, Pursue Excellence, and Accountability.