Financial Coach I - Full Time (40 hours)

Wright-Patt Credit Union • Centerville, OH

45d • $23 - $34 • Onsite

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.

Requirements

• Ability to consultatively interact with members to help meet their financial needs.
• Ability to proactively recommend Credit Union products and services.
• Ability to accurately address members’ service needs.
• Ability to educate members on ease of use and convenience services, including PTM technology.
• Ability to build and increase member engagement.
• Ability to accurately process new accounts and loan requests.
• Ability to perform maintenance on members’ accounts.
• Ability to proactively and efficiently close and disburse approved loans.
• Ability to ask open-ended questions to uncover opportunities to save members money and/or time.
• Ability to review accounts and reports.
• Ability to make outbound calls to increase member engagement.
• Ability to ensure proper policies, procedures, risk mitigation activities, and operating controls are followed.
• Ability to report gaps in policies, procedures, and operating controls to leadership.
• Ability to proactively identify qualified referrals.
• Ability to assist members with questions regarding WPCU products and services.
• Ability to resolve members’ complaints.
• Ability to perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc.

Responsibilities

• 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.
• Accurately process new accounts and loan requests for new and existing members and perform maintenance on members’ accounts as requested. Proactively and efficiently, 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 by reviewing accounts and reports, as well as making outbound calls to increase member engagement.
• Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
• Proactively identify qualified referrals for members that will save members time, money and provide peace of mind. Referrals are primarily to our Mortgage Lending, Member Business Services, and Retirement Solutions teams.
• Assist members with questions regarding WPCU products and services as well as resolve members’ complaints.
• Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc.

What This Job Offers

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