Financial Wellness Coach & Member Solutions Expert

Wright-Patt Credit Union Inc.; Centerville (AL); On-site; USD 42,000 - 64,000; Full time

Job summary

Wright-Patt Credit Union Inc. seeks a Financial Coach I to deliver exceptional service while encouraging members and non-members to choose the Credit Union as their primary provider.

You will proactively build member relationships, assist with accounts and loans, and educate on financial concepts. The role emphasizes consultative coaching, accurate processing, and adherence to policies, with opportunities to refer members to Mortgage Lending and Retirement solutions teams.

Qualifications

• High school diploma or equivalent required; some post-secondary education preferred.
• At least 1 year of customer service experience is required.
• 6–12 months of service experience in the financial industry is preferred.
• NMLS is required.
• Experience in financial coaching or financial literacy education is required.
• Ability to explain financial concepts clearly and communicate effectively.

Responsibilities

• Interact with members to understand and meet financial needs and recommend Credit Union products and services.
• Process new accounts and loan requests; close and disburse loans as appropriate.
• Ask open-ended questions to identify additional opportunities to save members money or time.
• Ensure compliance with policies and risk controls; report gaps to leadership.
• Identify qualified referrals to Mortgage Lending, Member Business Services, and Retirement Solutions teams.
• Assist members with questions about WPCU products and resolve complaints.
• Perform miscellaneous duties such as end-of-day tasks, reports, filing, and phone duties.

Skills

Customer service

Financial coaching

Communication

Loans guidance

MeridianLink

Symitar

Microsoft Office

Education

High school diploma

Tools

MeridianLink

Symitar

Microsoft Office

Job description

Wright-Patt Credit Union Inc. seeks a Financial Coach I to deliver exceptional service while encouraging members and non-members to choose the Credit Union as their primary provider.

You will proactively build member relationships, assist with accounts and loans, and educate on financial concepts. The role emphasizes consultative coaching, accurate processing, and adherence to policies, with opportunities to refer members to Mortgage Lending and Retirement solutions teams.