Relationship Specialist

Wellby Financial•Pearland, TX

2d•Onsite

About The Position

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.

Requirements

High School diploma or equivalent required.
Minimum two (2) – four (4) years’ experience in member service, financial services, or similar retail sales experience required.
Obtain NMLS registration within one year of hire
Obtain FiCEP certification within 6months of hire
Bondable For All Candidates

Nice To Haves

Bachelor’s degree in finance, accounting, business administration, or a related field preferred.
Experience in lending, mortgage, IRA, and/or home equity products preferred
Experience with member service and sales culture

Responsibilities

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.