Financial Coach I - Full Time (40 Hours) - South at WRIGHTPATT CREDIT UNION

Springboro, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jul, 26

Salary

33.51

Posted On

15 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial coaching, Customer service, Loan processing, Account maintenance, Financial literacy, Communication skills, Interpersonal skills, Problem-solving, Decision-making, NMLS compliance, Personal finance, Credit analysis, MeridianLink, Symitar, Microsoft Office, Documentation

Industry

Financial Services

Description

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. 1) 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%) 2) 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%) 3) 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%) 4) 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%) 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%) 6) Assist members with questions regarding WPCU products and services as well as resolve members’ complaints. (5%) 7) Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc. (5%)

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Responsibilities

The Financial Coach I provides consultative financial services to members, including processing loans, opening accounts, and proactively recommending credit union products. They also ensure compliance with operational policies and identify opportunities to improve members' financial well-being through referrals and education.