Financial Coach I - New Member Center Launch

Wright-Patt Credit Union; Whitehall (OH); Presencial; USD 36.000 - 42.000; Tempo integral

Resumo da vaga

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.

Qualificações

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

Responsabilidades

• 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.

Conhecimentos

Customer service

Sales

Communication

Relationship building

Ferramentas

PTM technology

Descrição da vaga

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.