Financial Wellness Coach — Call Center

Wright-Patt Credit Union

Beavercreek (OH)

On-site

USD 31,000 - 47,000

Full time

7 days ago

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Job summary

Wright-Patt Credit Union in Beavercreek, OH is hiring a Financial Coach I – MHC. You will deliver extraordinary service by proactively building member relationships through consumer lending, new account openings, and account servicing across telephone, mobile, web, email, and future live chat.

You will engage with members to meet financial needs, educate on products, follow policies and risk controls, and support fraud prevention.

Qualifications

High school diploma or equivalent required; 5+ years experience may substitute; some post-secondary education preferred.
Minimum 1 year customer service experience required.
NMLS licensing required.
Experience in financial coaching or literacy education required.
Strong communication and ability to explain financial concepts clearly.

Responsibilities

Provide extraordinary member service and proactively recommend Credit Union products and services.
Process consumer loan applications and maintain member accounts via high-volume contact center.
Assist members with new accounts and lending needs; review credit reports and identify opportunities.
Review loan applications for accuracy and prepare closing documentation or arrange closing.
Ask open-ended questions to assess needs and recommend deposit or loan products.
Resolve member escalations and support the Member Help Center queue.