Financial Wellness & Relationship Consultant

Y-12 Credit Union; Pineville (KY); On-site; USD 38,000 - 52,000; Full time

Job summary

Y-12 Credit Union in Kentucky seeks a Member Experience Consultant (MXC) to build relationships, solve problems, and help members feel confident about their financial decisions. Through every interaction, you'll make banking easier, more personal, and more helpful for the people we serve.

You’ll handle everyday banking tasks, guide members to the right services, and own solutions that improve their financial well-being.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to identify member needs and provide solutions.
• Strong problem-solving and service orientation.

Responsibilities

• Build relationships with members and help them navigate their financial needs.
• Open accounts, process transactions, and assist with a variety of service requests.
• Identify opportunities to connect members with products and services that may improve their financial well-being.
• Resolve problems, answer questions, and take ownership of helping members find solutions.
• Deliver service that is professional, accurate, and genuinely helpful.

Skills

Communication

Interpersonal skills

Problem solving

Job description

Y-12 Credit Union in Kentucky seeks a Member Experience Consultant (MXC) to build relationships, solve problems, and help members feel confident about their financial decisions. Through every interaction, you'll make banking easier, more personal, and more helpful for the people we serve.

You’ll handle everyday banking tasks, guide members to the right services, and own solutions that improve their financial well-being.