Member-Focused Financial Wellness Advisor

Ashlandcu; Ashland, Northern (KY, KY); Hybrid; USD 40,000 - 48,000; Full time

Job summary

Ashland Credit Union in Ashland, KY, is seeking a Financial Wellness Consultant to support the Member Experience Department. This role focuses on applying ACU’s policies and delivering financial wellness conversations to members.

Responsibilities include listening to member needs, processing loans and accounts, driving a positive member experience, and abiding by compliance standards. A High School Diploma and retail sales experience are preferred.

Qualifications

• High School Diploma or equivalent required.
• Retail sales experience preferred.

Responsibilities

• Understand member needs through active listening to financial services.
• Process loans, memberships, and deposit products via online or phone channels.
• Deliver a great member experience and build loyalty through service and sales.
• Manage risk with sound judgement and adherence to policies.
• Act as a brand ambassador in all member interactions.
• Participate in required compliance and training activities.
• Utilize outreach and wellness conversations to engage members.
• Assist Senior Leadership with additional duties as needed.

Skills

Excellent Verbal Communication Skills

Problem Solving Skills

Education

High School Diploma or Equivalent

Retail Sales Experience Preferred

Job description

Ashland Credit Union in Ashland, KY, is seeking a Financial Wellness Consultant to support the Member Experience Department. This role focuses on applying ACU’s policies and delivering financial wellness conversations to members.

Responsibilities include listening to member needs, processing loans and accounts, driving a positive member experience, and abiding by compliance standards. A High School Diploma and retail sales experience are preferred.