Financial Coach I: Member Solutions & Loans

SilkRoad; Huber Heights (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

SilkRoad is seeking a Financial Coach I who delivers extraordinary service by proactively building member relationships to help meet financial needs. You will consult with members, educate them on easy-to-use services, and confidently promote Credit Union products and digital tools to boost engagement.

You will accurately process new accounts and loan requests, disburse approved loans, and assist with day-to-day operations.

Qualifications

• Customer-facing banking experience preferred.
• Ability to consult with members and identify financial needs.
• Strong communication and service orientation.

Responsibilities

• 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.
• Accurately process new accounts and loan requests for new and existing members and perform maintenance on members’ accounts as requested.
• Proactively and efficiently, close, and disburse approved loans originated in the Member Center Network and/or through alternative delivery channels.
• 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.
• 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.
• 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.
• Assist members with questions regarding WPCU products and services as well as resolve members’ complaints.

Job description

SilkRoad is seeking a Financial Coach I who delivers extraordinary service by proactively building member relationships to help meet financial needs. You will consult with members, educate them on easy-to-use services, and confidently promote Credit Union products and digital tools to boost engagement.

You will accurately process new accounts and loan requests, disburse approved loans, and assist with day-to-day operations.