Financial Wellness Advisor

OnPath; Kenner (LA); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Competitive compensation

Medical, Dental, Life Insurance, and

401(K) Plan

Paid Vacation, Wellness, Sick Time

Job summary

OnPath FCU is hiring a Financial Advocate in Kenner, LA. You will build relationships with members, offer personalized financial solutions, and identify opportunities to help members achieve financial success.

This role emphasizes exceptional member service, accurate transaction processing, and promoting credit union products in a fast-paced, customer-focused environment. Growth opportunities exist within the organization.

Qualifications

• Experience in a sales and/or customer service environment.
• Ability to greet and assist members with a friendly, professional demeanor.
• Strong cross-sell capabilities and ability to present financial products to members.

Responsibilities

• Greets and assists every member with a friendly, positive, and professional demeanor.
• Cross-sell opportunities such as checking accounts, personal and auto loans, credit cards, refinances, debt consolidation loans.
• Process deposits, withdrawals, transfers, loan payments, and other transactions with accuracy and cash integrity.
• Promote and maintain a positive image of the credit union and its products to members and the community.

Skills

Sales

Customer service

Relationship building

Communication

Education

High school education or GED

Tools

MS Office

Job description

OnPath FCU is hiring a Financial Advocate in Kenner, LA. You will build relationships with members, offer personalized financial solutions, and identify opportunities to help members achieve financial success.

This role emphasizes exceptional member service, accurate transaction processing, and promoting credit union products in a fast-paced, customer-focused environment. Growth opportunities exist within the organization.