Financial Coach I - Full Time (40 Hours) - Central

Wright-Patt Credit Union • Dayton, OH

81d

About The Position

The Financial Coach I delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building member relationships to help meet their financial needs. Consultatively interact with members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately address members' service needs. Educate members on ease of use and convenience services, including PTM technology where applicable, to encourage increased use of the cooperative while building and increasing member engagement.

Responsibilities

• Consultatively interact with members to help meet their financial needs.
• Proactively recommend Credit Union products and services.
• Accurately process new accounts and loan requests for new and existing members.
• Perform maintenance on members' accounts as requested.
• Close and disburse approved loans originated in the Member Center Network and/or through alternative delivery channels.
• Ask open-ended questions to uncover additional opportunities to save members money and/or time.
• Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed.
• Identify qualified referrals for members that will save time and money.
• Assist members with questions regarding WPCU products and services and resolve complaints.
• Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities