Financial Coach I - Full Time (40-Hours) - Whitehall
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 their financial needs by recommending products and services, processing accounts and loans, identifying opportunities and referrals, and addressing questions and complaints. The position is full-time, 40 hours, at the new member center in Whitehall. Responsibilities also include following policies and controls, reporting gaps to leadership, and performing miscellaneous member-center and end-of-day duties.
Responsibilities
- Consult with members to identify spoken and unspoken financial needs, recommend Credit Union products and services, and address service needs.
- Educate members on convenient services, including PTM technology where applicable, to encourage use and engagement.
- Process new accounts and loan requests for new and existing members, and perform account maintenance as requested.
- Close and disburse approved loans originated in the Member Center Network or through alternative delivery channels.
- Use open-ended questions, account and report reviews, and 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.
- Identify qualified referrals, 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.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
