Member Wellness & Financial Guidance Coach

University Credit Union; Davis (CA); Hybrid; USD 73,583,000 - 91,980,000; Full time

Job summary

University Credit Union in Davis, CA is seeking a customer-focused associate to deliver member service across in-person, phone, and digital channels. You will promote credit union products, process transactions accurately, and assist with new memberships and loan funding.

Requirements include 1–2 years in a financial institution, knowledge of savings and loan products, and strong regulatory compliance adherence. Notary preferred and CCUCF/related certification considered a plus.

Qualifications

• Working knowledge of credit union savings and consumer loan products and services.
• Basic knowledge of real estate products including types of loans.
• Must be a team player and collaborate with others.
• All team members must adhere to regulatory, compliance, and organizational guidelines.

Responsibilities

• Delivers face-to-face/phone service/digital channel to members requesting account assistance.
• Provides consultative services to members regarding credit union products and services by assessing needs and referring to partners as needed.
• Processes member transactions efficiently and accurately with personal care.
• May process new memberships, additional share accounts, account servicing, consumer loan requests, and general consumer loan funding.
• Completes documentation for accounts and loans according to credit union procedures.
• Performs file maintenance including change of address requests, check orders, and ordering debit/ATM cards.
• Performs research on accounts, identifies and corrects member account problems.
• Provides suggestions for streamlining department and credit union operations.
• Performs other related duties as assigned.

Skills

Customer service

Cash handling

Credit union products

Teamwork

Education

High School Diploma or GED

Job description

University Credit Union in Davis, CA is seeking a customer-focused associate to deliver member service across in-person, phone, and digital channels. You will promote credit union products, process transactions accurately, and assist with new memberships and loan funding.

Requirements include 1–2 years in a financial institution, knowledge of savings and loan products, and strong regulatory compliance adherence. Notary preferred and CCUCF/related certification considered a plus.