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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.
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.
We know that to positively impact the lives of members, communities, and our team, we must embrace different perspectives and experiences. It’s those perspectives that drive us forward. 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.
We know that to positively impact the lives of members, communities, and our team, we must embrace different perspectives and experiences. It’s those perspectives that drive us forward. 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.
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.
We are here to help our members take care of today’s needs (e.g., checking accounts, direct deposit, debit cards, etc.) while planning for the future (e.g., savings accounts, certificates of deposit, IRA accounts, etc.), as we support each step along the way (e.g., personal loans, mortgages, credit cards, etc.). We aim to provide the right products, tools, and resources to help our members achieve their goals – large, small, and in-between. If it matters to our members, it matters to us.
We are here to help our members take care of today’s needs (e.g., checking accounts, direct deposit, debit cards, etc.) while planning for the future (e.g., savings accounts, certificates of deposit, IRA accounts, etc.), as we support each step along the way (e.g., personal loans, mortgages, credit cards, etc.). We aim to provide the right products, tools, and resources to help our members achieve their goals – large, small, and in-between. If it matters to our members, it matters to us.
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.
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.
Recent Awards
Company Snapshots
