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

Wright-Patt Credit Union • Enon, OH

20d • $23 - $34

About The Position

The Financial Coach I delivers extraordinary service and encourages members and non-members to choose the Credit Union as their primary financial services provider. The role proactively builds member relationships to help meet financial needs by recommending appropriate products and services, educating members about convenient services, accurately processing accounts and loan requests, and resolving questions and complaints.

The position also identifies opportunities to save members time or money, makes qualified referrals to specialized teams, follows policies and controls, and performs routine Member Center operations. The posting identifies this as a full-time, 40-hour position in the North area.

Responsibilities

• Consult with members to address spoken and unspoken financial needs, recommend Credit Union products and services, and accurately handle service requests.
• Educate members about ease-of-use and convenience services, including PTM technology where applicable, to encourage use of the cooperative and increase engagement.
• Process new accounts and loan requests for new and existing members, and perform requested account maintenance accurately.
• Close and disburse approved loans originated in the Member Center Network or through alternative delivery channels efficiently and proactively.
• Ask open-ended questions, review accounts and reports, and make outbound calls to identify opportunities to save members time or money and increase engagement.
• Follow policies, procedures, risk-mitigation activities, and operating controls; report gaps to leadership to mitigate member impact and risk.
• Identify qualified referrals that can save members time or money and provide peace of mind, primarily to Mortgage Lending, Member Business Services, and Retirement Solutions.
• Answer questions about WPCU products and services and resolve member complaints.
• Perform miscellaneous duties such as end-of-day activities, preparing requested reports, filing, answering phones, maintaining supplies, and operating a cash drawer.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed