Financial Wellness Advisor

Wings Credit Union; Colorado; On-site; USD 26,000 - 27,000; Full time

Benefits offered by this job

Generous 401(k) match

Health Insurance

Paid Vacation & Holidays

Job summary

Wings Credit Union is hiring a full-time Member Service Representative in Colorado. The role requires helping members with transactions, account openings, and product recommendations to meet financial goals.

Mandatory two-week paid training occurs at Wings headquarters in Colorado Springs, CO, with assignments varying within El Paso County. Candidates should have 6+ months in customer service within financial services or retail, excellent member service, and compliance awareness with BSA/CFPB.

Qualifications

• Minimum 6 months of Customer Service experience in Financial Services or Retail Delivery.
• Must be able to handle money accurately and balance transactions.
• Strong verbal and written communication skills are essential.
• Proficiency with basic math and 10-Key by touch is preferred.

Responsibilities

• Deliver a professional, relationship-focused member experience during transactions, account opening, and maintenance.
• Identify member needs and recommend appropriate products and services to enhance value.
• Achieve monthly sales and performance goals through needs-based conversations and product knowledge.
• Ensure compliance with BSA/CFPB regulations and Wings policies.
• Maintain accuracy, attention to detail, and high-quality service in all interactions.

Skills

Customer Service

Cross-sell Opportunities

Attention to detail

Communication skills

Money handling

10-Key by touch

Outlook/Web systems

Education

High School Diploma/G.E.D.

Tools

Microsoft Outlook

Web-based transactional systems

Job description

Wings Credit Union is hiring a full-time Member Service Representative in Colorado. The role requires helping members with transactions, account openings, and product recommendations to meet financial goals.

Mandatory two-week paid training occurs at Wings headquarters in Colorado Springs, CO, with assignments varying within El Paso County. Candidates should have 6+ months in customer service within financial services or retail, excellent member service, and compliance awareness with BSA/CFPB.