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

Wright-Patt Credit Union; Whitehall (OH); On-site; USD 36,000 - 42,000; Full time

Job summary

Wright-Patt Credit Union in Whitehall, OH is seeking a Financial Coach I to deliver extraordinary service and guide members and non-members toward the Credit Union as their primary financial provider by proactively building member relationships to help meet their financial needs.

You will consultatively interact with members, process accounts and loans, educate on ease of use and convenience services, and identify opportunities to save time and money.

Qualifications

• Customer service experience preferred.
• Ability to proactively discuss financial products.
• Strong communication and problem-solving skills.

Responsibilities

• Consultatively interact with members to meet financial needs and promote Credit Union products.
• Process new accounts and loan requests; service and maintain member accounts.
• Ask open-ended questions to uncover savings opportunities and increase member engagement.
• Ensure policies and controls are followed; report gaps to leadership.
• Identify qualified referrals for Mortgage Lending, Member Business Services, and Retirement Solutions.
• Assist members with questions; resolve complaints regarding WPCU products and services.
• Perform miscellaneous duties such as end-of-day tasks, reports, filing, phones, and cash drawer.

Skills

Customer service

Sales

Communication

Relationship building

Tools

PTM technology

Job description

Be part of the excitement for a NEW MEMBER CENTER opening at our upcoming location in Whitehall.

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 addressmembers’ 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%)