{"id":1758965,"url":"https://alion.io/job/wellby-financial-relationship-specialist","title":"Relationship Specialist","company":{"id":2225766,"name":"Wellby Financial","domain":"wellbyfinancial.com","url":"https://alion.io/company/wellbyfinancial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":95,"open_postings":19,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":73,"computed_at":"2026-11-02T06:13:15Z"}},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Sugar Land, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":38000,"max_usd":81000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4123},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Microsoft Teams","optional":false}],"status":"live","first_seen_at":"2026-05-22T00:00:00Z","employer_posted_date":"2026-05-22","last_verified_at":"2026-11-02T13:22:31Z","board_verified":true,"closed_at":null,"days_open":164,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":164},"description":"It's fun to work in a company where people truly BELIEVE in what they're doing!\nWe're committed to bringing passion and customer focus to the business.\nPosition Summary\nThe 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.\nPrinciple Duties and Responsibilities\nWillingness and ability to exhibit Wellby Core Values every day.\nWorks purposefully and is driven to provide the best team member experience.\nRelationship Ownership & Outbound Engagement\nProactively manage and grow member relationships through consistent, strategic outbound engagement.\nInitiate targeted outreach to deepen relationships, uncover financial needs, and generate lending opportunities.\nDrive ongoing engagement by scheduling and leading timely, value-driven follow-up conversations.\nCultivate long-term relationships that position Wellby as the member’s primary and trusted financial partner.\nExecute high-volume outbound calling with a focus on initiating meaningful financial discussions and identifying cross-selling opportunities.\nMaintain a disciplined outbound cadence, including follow-ups, relationship check-ins, and opportunity-driven outreach as a core performance expectation.\nFinancial Discovery & Advisory Selling\nLead meaningful financial conversations to understand member goals, financial priorities, and life events.\nUse discovery-based conversations to identify opportunities for lending, debt consolidation, and relationship growth.\nRecommend solutions aligned to members’ financial goals, ensuring clarity around benefits, risks, and long-term impact.\nSell through advice by connecting products to member outcomes and financial well-being.\nHome Equity Lending & Production\nIdentify and originate home equity lending opportunities through strategic member engagement and comprehensive financial discovery.\nEducate and guide members on Home Equity Loan and HELOC solutions in product structure, costs, timelines, and appropriate use cases.\nAccurately complete and submit home equity loan applications, ensuring all documentation is thorough, compliant, and aligned with underwriting requirements.\nAnticipate, identify, and resolve potential issues early in the process to minimize delays and ensure a seamless application experience.\nContribute to branch revenue and overall financial performance.\nMaintain NMLS registration and comply with all applicable lending requirements.\nMember Experience & Relationship Growth\nDeliver a high-quality, advisory-driven member experience that builds trust and confidence.\nManage challenging conversations with professionalism, empathy, and composure.\nStrengthen member relationships through ongoing engagement and financial guidance.\nPerforms other related duties as assigned.\nKnowledge, Skills, and Abilities (KSA)\nKnowledge of Wellby’s organizational functions, and general operating policies and procedures. \nKnowledge of general office practices and procedures, business English, spelling, and punctuation.\nKnowledge of personal computer, utilizing Microsoft Office Suite and other software’s.\nKnowledge of financial counseling principles and advisory-based selling techniques\nKnowledge of home equity lending products (HELOCs and Home Equity Loans)\nSkilled 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.\nSkilled in providing excellent interpersonal and member service skills\nSkilled in the analysis of problems and the development and implementation of solutions\nSkilled in above-average analytical and reasoning abilities\nSkilled in proactive outbound engagement and relationship management\nSkilled in conducting financial discovery conversations and identifying opportunities\nSkilled in explaining complex financial concepts in a clear and simple manner\nAbility to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.\nAbility to adhere to all Wellby policies, procedures, and regulatory requirements.\nAbility to provide excellent time management skills with a proven ability to meet deadlines\nAbility to provide strong analytical and problem-solving skills\nAbility to navigate and troubleshoot issues\nAbility to work in a fast-paced team environment with exceptional member service skills. \nAbility to communicate clearly and concisely, orally and in writing.\nAbility and willingness to engage in high-volume outbound phone communication daily\nAbility to maintain strict confidentiality\nSupervisory Responsibilities\nThis team member does not have supervisory responsibilities.\nComplexity & Scope of Work\nThe team member follows Wellby’s policies and procedures, Team Member Handbook, and federal and state laws and regulations in accomplishing assignments\nThe Relationship Specialist operates with a high degree of independence in managing member relationships and identifying opportunities.\nWork involves a combination of proactive outreach, financial analysis, and coordination across multiple teams.\nThe team member exercises judgment in recommending financial solutions and managing member relationships.\nTasks require prioritization, relationship management, and coordination to achieve production and service outcomes.\nWork is reviewed for accuracy, production impact, and compliance with Wellby policies and procedures.\nThe team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.\nThe team member uses independent judgment in making decisions.\nCourses of action are determined by established procedures and/or the Branch Manager\nPhysical Demands & Work Environment\nThe physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.\nTo perform this job successfully, the team member is frequently required to remain in a stationary position 75% of the time. Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.\nThe ability to observe details at close range (within a few feet of the observer).\nMust be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.\nThe noise level in the work environment is usually moderate.\nWork involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.\nWork Hours\nTo meet the department’s needs, overtime work is sometimes necessary, and team members may be required to work overtime hours as assigned. \nShifts may be staggered (between 7:30 a.m. and 6:30 p.m. CST) and will include some Saturdays.\nMinimum Qualifications\nHigh School diploma or equivalent required.\nMinimum two (2) - four (4) years’ experience in member service, financial services, or similar retail sales experience required.\nBachelor’s degree in finance, accounting, business administration, or a related field preferred.\nExperience in lending, mortgage, IRA, and/or home equity products preferred\nExperience with member service and sales culture\nObtain NMLS registration within one year of hire\nObtain FiCEP certification within 6months of hire\nBondable\nFor All Candidates\nThis is a Full-Time, Salary (exempt) role\nWellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status, or any other legally protected characteristic. If you would like more information about your EEO rights as an applicant under the law, please contact Human Resources.\nWellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need reasonable accommodation, please email  or call 281-226-1696 for assistance.\nDisclaimer\nThe statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.","description_format":"text","description_chars":9390,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[{"language":"English","level":"Upper-Intermediate (B2)","optional":false}]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Credit Unions & Cooperative Banks"],"lifecycle":[{"event":"open","at":"2026-10-03T12:00:26Z"}],"visa":[],"liveness":{"score":15,"band":"cold","label":"Long shot","p_open":1,"p_active":0.541,"p_room":0.28,"age_days":164,"expected_fill_days":73,"reasons":["conf:2","win:tail","crowd:junior"],"computed_at":"2026-11-02T06:13:15Z"},"pay":null,"html_url":"https://alion.io/job/wellby-financial-relationship-specialist","json_url":"https://alion.io/job/wellby-financial-relationship-specialist.json","meta":{"generated_at":"2026-11-02T15:33:40Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":21622,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2225766},"rest":"https://alion.io/mcp/rest/get_company?id=2225766"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwellby-financial-relationship-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwellby-financial-relationship-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwellby-financial-relationship-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wellby-financial-relationship-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwellby-financial-relationship-specialist"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1758965}},{"tool":"search_jobs","arguments":{"company":"wellbyfinancial.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1758965},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}