Member Experience & Financial Wellness Advisor

Abound Credit Union; Kentucky; On-site; USD 37,000 - 47,000; Full time

Benefits offered by this job

Pension

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Short and Long-Term Disability

401(k) with matching funds

Paid Personal Time Off

Paid Holidays

Tuition Reimbursement

HSA / FSA / Dependent Care Spending

Employee assistance program

Job summary

Abound Credit Union is hiring friendly, enthusiastic individuals to assist members with financial needs via phone, mail, or electronic service. The role focuses on answering loan inquiries, reviewing applications, explaining terms, and promoting CU products.

Qualified candidates will have a high school diploma, strong communication skills, and a customer-service mindset. Competitive benefits including insurance, retirement plans, and paid time off are offered.

Qualifications

• Minimum of a high school diploma or equivalent.
• Ability to effectively communicate Credit Union products and services.
• Self-motivated and enthusiastic with a willingness to support others on your team.
• Maintain a professional and friendly demeanor.
• Ability to proficiently operate a computer, calculator, and copier.
• Customer service experience and specialized financial courses a plus!

Responsibilities

• Answer multi-channel inquiries about loan products and provide member resolution.
• Review loan applications for accuracy; obtain credit reports and guide on products and services.
• Explain terms including payment amounts, due dates, and interest rate.
• Promote Credit Union products and services based on member needs.
• Open member accounts, resolve issues, and handle daily needs.

Skills

Effective communication

Self-motivated

Professional & friendly demeanor

Team player

Computer, calculator, copier skills

Customer service experience

Education

High school diploma or equivalent

Job description

Abound Credit Union is hiring friendly, enthusiastic individuals to assist members with financial needs via phone, mail, or electronic service. The role focuses on answering loan inquiries, reviewing applications, explaining terms, and promoting CU products.

Qualified candidates will have a high school diploma, strong communication skills, and a customer-service mindset. Competitive benefits including insurance, retirement plans, and paid time off are offered.