Financial Wellness Advisor

Vantage Credit Union; Festus (MO); On-site; USD 28,000 - 32,000; Full time

Job summary

Vantage Credit Union in Festus, MO is seeking an Experienced team member to drive sales and support member loans and accounts. You will handle paperwork accurately, participate in outreach calls, and provide solutions to members who don’t initially qualify for products.

Strong knowledge of credit union operations and a customer-centric approach are essential, with a focus on confidentiality and regulatory compliance. Join a collaborative team that values service excellence.

Qualifications

• Independent thinker who identifies problems and creates action plans.
• Thorough knowledge of credit union operations, including loans and deposits.
• Keeps current with industry trends and regulations.

Responsibilities

• Meet individual sales and production goals and contribute to branch goals.
• Assist members with account and loan needs and ensure paperwork is complete accurately.
• Participate in monthly call night activities via outbound calling.
• Recommend alternative solutions for members who do not qualify for loans or services.
• Maintain confidentiality and comply with policies and regulations.
• Perform initial quality control on loan and account documents.
• Assist the Member Care Center during high call volume.
• Foster a strong team culture and positive relationships across the branch.

Skills

Sales

Time management

Interpersonal skills

Communication

Dependability

Technical

Education

High School

Job description

Vantage Credit Union in Festus, MO is seeking an Experienced team member to drive sales and support member loans and accounts. You will handle paperwork accurately, participate in outreach calls, and provide solutions to members who don’t initially qualify for products.

Strong knowledge of credit union operations and a customer-centric approach are essential, with a focus on confidentiality and regulatory compliance. Join a collaborative team that values service excellence.