Financial Wellness Consultant

ashlandcreditunion; Ashland (KY); On-site; USD 36,000 - 48,000; Full time

Job summary

Ashland Credit Union (ACU) is seeking a Financial Wellness Consultant in Ashland, KY. The role focuses on member experience, policy adherence, and financial wellness conversations to support members on their journey.

Responsibilities include handling service and sales interactions, processing loans and accounts, and maintaining compliance. The ideal candidate has a High School Diploma, retail sales experience, and strong communication and problem-solving skills.

Qualifications

• High School Diploma or Equivalent required.
• Retail Sales Experience Preferred.
• Excellent Verbal Communication Skills required.
• Problem Solving Skills required.

Responsibilities

• Use active listening to understand member needs related to service and new accounts.
• Process loans, membership, and deposit products via online or telephone channels.
• Deliver an excellent member experience, combining service and sales to build loyalty.
• Manage risk through sound judgment and knowledge of ACU policies.
• Serve as a brand ambassador in interactions with members, staff, and volunteers.
• Participate in required compliance and behavioral training.
• Leverage outbound calls, financial wellness conversations, and outreach to maximize engagement.
• Perform other duties as directed by leadership.

Skills

Verbal communication

Problem solving

Education

High School Diploma or Equivalent

Job description

At Ashland Credit Union (ACU), we look for people who are ready to Own Their Journey! Whether you are just beginning your career or looking to achieve more along your professional journey, ACU is a great place to get you on the path that best serves you and our members. If you have a passion to serve, a desire to work in a fast-paced environment and are willing to bring enthusiasm to work with you each day, then you may just find that ACU is the right fit for you.

Do you have a desire to reach higher and empower those around you? Then your journey brought you to the right place and we would like to meet you.

Life is a journey…Own it!

About Us:

Ashland Credit Union is a non-profit and member-owned credit union that has been providing exceptional service to members for over 80 years. Continued growth and adaptability are what has allowed ACU to always be a trustworthy answer for staff and members along whatever journey in life they are on. At Ashland Credit Union, we embolden our members to achieve their financial goals. Along life's journey, it is our mission that staff, members, and the community we serve can count on ACU for guidance as they strive to achieve more in life.

Position Summary:

ACU has an exciting opportunity for a Financial Wellness Consultant to join our Member ExperienceDepartment in Ashland, KY. This position will understand and execute on ACU’s strategic mission through the consistent application of policy, procedures, member experience behaviors, and financial wellness conversations.

Job Responsibilities:

• 1. Utilize active listening skills to understand member needs as they relate to service-related transactions and new account transactions.
• 2. Process all and complete member loans, membership and deposit products that originate through the channels of on-line or telephone.
• 3. Create a great member experience and solidify ACU loyalty by effectively responding to member needs with both service and sales channels. This includes being proactive with members and offering solutions to members as they related to their relationship with ACU.
• 4. Manage risk scenarios by utilizing sound judgement, high ethics, and prudence built upon an extensive knowledge of ACU policies and procedures.
• 5. Be a brand ambassador in all interactions with members, employees, ACU board members, and volunteers.
• 6. Actively participate in all required compliance and behavioral skill training that equip one for excellent job performance
• 7. Utilize available resources such as outbound calls, financial wellness conversations, targeted outreach campaigns and center of influence activities to capitalize on each member interaction.
• 8. Other duties as requested by Senior Leadership or manager.

Education & Experience Requirements:

• High School Diploma or Equivalent
• Retail Sales Experience Preferred

Required Skills & Abilities:

• Excellent Verbal Communication Skills
• Problem Solving Skills

Ability to work Monday thru Thursday 8am to 5pm EST, Friday 8am to 6pm, and occasional Saturdays 9am to 1pm

Ashland Credit Union is committed to building a team that represents a variety of backgrounds, perspectives, and skills. We are committed to diversity and inclusion in the workplace and do not discriminate on the basis of race, sex, age, handicap, religion, natural origin or any other basis of protected class or where prohibited by law.