Financial Wellness Advisor (Member Service Representative)

Department Of Labor Federal Credit Union; Suitland (MD); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

Department Of Labor Federal Credit Union in Suitland, MD, invites applications for a Financial Wellness Advisor (Member Service Representative). This branch-based role delivers exceptional service by phone, video, and digital channels, while recommending Labor CU products to help members achieve financial well-being.

The ideal candidate has strong customer service and sales skills, excellent written and verbal communication, and a desire to help people.

Qualifications

• Experience in customer service or sales is required.
• Excellent written and verbal communication skills.
• Understanding of financial products and services is preferred.
• Knowledge of Bank Secrecy Act regulations is beneficial.

Responsabilités

• Guide members via phone, video, or digital channels to improve financial well-being and meet goals.
• Educate members on credit union products and services and expand account relationships.
• Adhere to service levels for inquiries and resolve issues to the member’s satisfaction.
• Perform other duties as assigned.

Connaissances

Customer service

Sales

Verbal communication

Written communication

Financial literacy

Formation

High school diploma or GED

Some college

FiCEP / CCUFC certification

Description du poste

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.