Financial Coach I: Member-Centric Banking Pro

Wright-Patt Credit Union Inc.; Whitehall (OH); On-site; USD 42,000 - 54,000; Full time

Job summary

Wright-Patt Credit Union Inc. in Whitehall is seeking a Financial Coach I to deliver extraordinary service and help members meet their financial goals at our new Member Center.

In this role you will consult with members, process accounts and loans, uncover savings opportunities, and follow risk controls while building lasting relationships. The position offers hands-on coaching, teamwork with an expanding local branch network, and opportunities to learn about credit union products and financial

Responsibilities

• Consult with members to meet financial needs and promote Credit Union products.
• Process new accounts and loan requests; close and disburse loans as appropriate.
• Ask open-ended questions to uncover savings opportunities and increase engagement.
• Follow policies and controls; report gaps to leadership.
• Identify referrals to Mortgage Lending, Member Business Services, and Retirement Solutions.
• Assist members with questions about WPCU products and resolve complaints.
• Perform general duties such as end-of-day tasks, reports, filing, phones, and cash drawer.

Job description

Wright-Patt Credit Union Inc. in Whitehall is seeking a Financial Coach I to deliver extraordinary service and help members meet their financial goals at our new Member Center.

In this role you will consult with members, process accounts and loans, uncover savings opportunities, and follow risk controls while building lasting relationships. The position offers hands-on coaching, teamwork with an expanding local branch network, and opportunities to learn about credit union products and financial