Financial Wellness Advisor (Member Service Representative)

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

Suitland Federal Center and Frances Perkins Branch Update: Click Here

“ At Labor Credit Union, we value engagement and inclusion. This is not just a catchphrase here. One of our core tenets within our leadership philosophy is the empowerment of our team members. Through this emphasis on empowerment, it’s not just an opportunity, it is an expectation that each individual brings their ideas, perspectives and opinions to the table to help make us a better team, a better organization and a better credit union for our members.”

EMPLOYEE BENEFITS

Labor Credit Union offers exciting challenges, competitive pay and great benefits. From developing creative solutions to working with our members, you’ll find success at Labor CU. Our high quality, comprehensive compensation package includes

PAID TIME OFF

Vacation, sick & bereavement leave. 13 Federal holidays & 8 floating holiday hours.

HEALTH COVERAGE

Labor CU offers coverage levels for medical, dental, and vision plans, as well as a health savings account and Life AD&D (Disability Insurance)

Our competitive 401(k) retirement plan includes a generous company match.

EXPANDED BENEFIT PROGRAM

This benefit is focused on the individual and aligns with our efforts to help employees achieve financial, mental and physical well-being status.

COMMUTER BENEFITS PACKAGE

Eligible branch employees receive $100 in monthly SmartBenefits, helping make their commute more convenient and affordable.

EMPLOYEE ASSISTANCE PROGRAM (WORK/LIFE BALANCE)

Confidential solutions and assistance are available to employees and their families.

CREDIT UNION MEMBERSHIP

Access to Labor CU membership, including low-interest rates on loans.

EDUCATION AND TUITION REIMBURSEMENT PROGRAM

Labor CU encourages all employees to further their education and take advantage of additional training.

OnDemand Pay

A benefit designed to provide financial flexibility and peace of mind. Access a portion of earned wages before scheduled payday.

LIFE & AD&D INSURANCE

Protect what matters most with employer-provided Life and Accidental Death & Dismemberment (AD&D) insurance, giving you and your loved ones added financial peace of mind.

** Complete information on compensation and benefits package will be shared by HR upon joining the Labor Credit Union.

Open Positions

Position:Financial Wellness Advisor (Member Service Representative)

Location: 3601 St Barnabas Rd.

Hillcrest Heights, MD

Remote Status: On-Site

Job Id:FWA0003

# of Openings:1

Position Summary:

The Financial Wellness Advisor position is an essential position within the Labor Credit Union (Labor CU), that enables the credit union to live up to our purpose of being the foundation of financial success for our members by successfully carrying out the duties and responsibilities outlined below. LCU aims to be Bold & Innovative, Convenient, Inclusive, exhibit a Culture of Leadership, and Financial Stability. This role delivers exceptional financial service by telephone and through electronic (text) or digital channels (emails and chats), while successfully recommending and referring Labor CU products & services to our members. The Financial Wellness Advisor must possess strong financial services and sales skills with a strong emphasis on solving problems with minimal supervision. Must also possess strong verbal and written communication skills and have a desire to help others.

Primary Duties & Responsibilities:

• Demonstrate a high financial literacy acumen and passion for guiding members to improve the member’s financial well-being. Through interactions with members via phone, video, or digital communications, determine member needs and goals, and provide information and options for the member to realize financial stability and wellness.
• Inform and educate members about credit union products or services that meet the member’s needs, assists the member with expanding the account relationship through the opening or activation of products and services, and cultivating a deeper relationship between the credit union and the members.
• Adhering to all established service levels for handling member inquiries through phone, video, email, or chat, or other digital communication channels, resolving member inquiries to the member’s full satisfaction of the outcome. Serves as the main point of contact with member through resolution of issues, regardless of handoff or referrals to additional support departments for completion of requests. Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
• Performs other duties as assigned.

Position Requirements:

• Must have similar or related experience, particularly regarding customer service, sales, and a desire to help people.
• Excellent communication combined with customer service skills required.
• FiCEP (Financial Counseling Certification Program) / CCUFC designation is preferred.
• High school education or GED required; some college preferred.
• Applicants must have excellent verbal and written communication skills, have ability to be bonded & insured, and be knowledgeable on the services that the LCU offers

Work Environment: This position is a branch-based role. Occasional travel to other branch locations may be required to support training and staffing needs.