Financial Wellness Expert - In-Person & Remote Counseling

ADP, Inc.; Fairborn (OH); Hybrid; USD 38,000 - 47,000; Full time

Benefits offered by this job

Competitive pay

Mileage reimbursement

Health insurance

Paid holidays

Job summary

GreenPath Financial Wellness partners with Wright-Patt Credit Union to provide financial counseling to members in person at local locations and remotely by phone. You will help clients review credit reports, create action plans, and offer budgeting and housing guidance as part of a compassionate, confidential service model.

The role emphasizes ongoing training, strong customer service, and collaboration within a mission-driven team, with a focus on meaningful client impact and professional

Qualifications

• Requires ability to travel weekly to Wright-Patt Credit Union locations.
• Must type at least 40 words per minute with 80% accuracy.
• Strong communication, customer service, and organizational skills.
• Ability to maintain confidentiality and professionalism at all times.
• Experience in client counseling or financial education is a plus.

Responsibilities

• Provide financial counseling in person at Wright-Patt Credit Union locations and remotely by phone.
• Deliver customer service via phone, email, and chat.
• Conduct inbound and outbound calls related to GreenPath services.
• Review client financial information including credit reports and scores.
• Develop customized action plans and provide budgeting and credit education resources.
• Discuss program options and fees and demonstrate value to clients.
• Perform housing counseling including pre-purchase, foreclosure prevention, rental counseling, post-loan modification coaching, and reverse mortgage counseling.
• Maintain accurate documentation and confidentiality of client information.
• Participate in training, certification maintenance, and professional development.
• Collaborate with colleagues to support teamwork and service excellence.

Skills

Travel weekly

Typing 40 wpm

Communication skills

Confidentiality

Customer service

Organizational skills

Job description

GreenPath Financial Wellness partners with Wright-Patt Credit Union to provide financial counseling to members in person at local locations and remotely by phone. You will help clients review credit reports, create action plans, and offer budgeting and housing guidance as part of a compassionate, confidential service model.

The role emphasizes ongoing training, strong customer service, and collaboration within a mission-driven team, with a focus on meaningful client impact and professional