Financial Wellness Advisor: Elevate Members' Finances

DOLFCU; Suitland (MD); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Expanded benefits

Commuter benefits

Education reimbursement

On-Demand Pay

Life & AD&D insurance

Job summary

Labor Credit Union, located at 3601 St Barnabas Rd., Hillcrest Heights, MD, seeks a Financial Wellness Advisor (Member Service Representative). This branch-based role delivers financial services via phone, video, email, or chat, while recommending Labor CU products and services to members.

Strong financial services and sales skills are required, with excellent verbal and written communication. HS diploma or GED is required; some college preferred.

Qualifications

• Must have similar or related experience focusing on customer service and sales.
• Excellent verbal and written communication skills required.
• FiCEP CCUFC designation is preferred.

Responsibilities

• Assist members by phone, video, or digital channels to improve financial well-being.
• Inform and educate members about products/services to expand relationships.
• Adhere to service levels and resolve inquiries to member satisfaction.
• Perform other duties as assigned.

Skills

Customer service

Sales skills

Excellent communication

Bondable & insured

Education

High school diploma or GED

Some college coursework

FiCEP / CCUFC designation (preferred)

Job description

Labor Credit Union, located at 3601 St Barnabas Rd., Hillcrest Heights, MD, seeks a Financial Wellness Advisor (Member Service Representative). This branch-based role delivers financial services via phone, video, email, or chat, while recommending Labor CU products and services to members.

Strong financial services and sales skills are required, with excellent verbal and written communication. HS diploma or GED is required; some college preferred.