Financial Counseling Representative
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About The Position
The Financial Counseling Representative supports the work of the Financial Counseling team by ensuring the smooth operation of the department’s administrative functions. This role facilitates the work of certified Financial Counselors by efficiently processing incoming referrals, managing documentation, coordinating member communications, and assisting with the payment of members’ bills as part of their financial management plans. The representative plays an essential role in helping members transition successfully through the financial counseling program, providing support to those graduating and ensuring they have access to the tools and resources needed for continued financial wellness. This position upholds the credit union’s mission to foster meaningful relationships and cultivate financial well-being, contributing to a seamless and supportive experience for every member served.
