Member Financial Wellness Advisor

Centra Credit Union; Columbus (OH); On-site; USD 79,314,000 - 84,034,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Centra Credit Union is seeking a Relationship Consultant at the National Road Branch in Columbus, Indiana. You will counsel Members to create value and guide decisions across consumer and business accounts, lending products including home equity and IRA’s, and more.

A learning path supports growth within Retail Operations. The role starts at $27.68 per hour with a comprehensive benefits package; interpreters may receive a differential.

Qualifications

• Counsel members to provide financial solutions and education on products and services.
• Outreach activities to build member relationships and promote offerings.
• Knowledge of lending products, IRA’s, and business accounts.

Responsibilities

• Counsel members to provide holistic financial guidance.
• Provide education and referrals and partner with other lines of business.
• Maintain knowledge of lending products and accounts and ensure compliance.

Skills

Counseling skills

Customer outreach

Financial literacy

Education

Associate's Degree in Related Field

Three to five years related experience

Tools

CRM systems

Job description

Centra Credit Union is seeking a Relationship Consultant at the National Road Branch in Columbus, Indiana. You will counsel Members to create value and guide decisions across consumer and business accounts, lending products including home equity and IRA’s, and more.

A learning path supports growth within Retail Operations. The role starts at $27.68 per hour with a comprehensive benefits package; interpreters may receive a differential.