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

Wright-Patt Credit Union•Dayton, OH

10h•Onsite

About The Position

The North Region is looking for Financial Coaches who bring energy, enthusiasm, and a strong sense of care and accuracy in everything they do. This is a fantastic opportunity to serve across 8 Member Center locations in the North Region—building connections, expanding your skills, and making a real impact. If you're ready to grow, connect, and serve with purpose—apply today and take the next step in your career with WPCU!

Requirements

Previous financial institution experience as a Financial Coach (for sign-on bonus eligibility)
Ability to deliver extraordinary service
Ability to encourage members and non-members to choose the Credit Union as their primary financial services provider
Ability to proactively build member relationships to help meet their financial needs
Ability to consultatively interact with members
Ability to recommend Credit Union products and services
Ability to accurately address members’ service needs
Ability to educate members on ease of use and convenience services
Ability to process new accounts and loan requests
Ability to perform maintenance on members’ accounts
Ability to close and disburse approved loans
Ability to ask open-ended questions
Ability to review accounts and reports
Ability to make outbound calls
Ability to follow proper policies, procedures, risk mitigation activities, and operating controls
Ability to report gaps in policies, procedures, and operating controls
Ability to 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

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. (40%)
Accurately process new accounts and loan requests for new and existing members and perform maintenance on members’ accounts as requested. (Do it right the first time). Proactively and efficiently, close and disburse approved loans originated in the Member Center Network and/or through alternative delivery channels. (30%)
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. (10%)
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. (5%)
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. (5%)
Assist members with questions regarding WPCU products and services as well as resolve members’ complaints. (5%)
Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc. (5%)