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Ashland Credit Union · 3 months ago

Financial Wellness Consultant

Ashland, KY

Full-time

Onsite

New Grad, Entry Level

Ashland Credit Union is a non-profit and member-owned credit union that has been providing exceptional service to members for over 80 years. The Financial Wellness Consultant will assist ACU in its mission to empower members to achieve their financial goals by providing outstanding service and support to both internal and external members.

BankingFinancial ServicesNon Profit

Responsibilities

Utilize active listening skills to understand member needs as they relate to service-related transactions and new account transactions

Create a great member experience and solidify ACU loyalty by effectively responding to member needs with both service and sales channels. This includes being proactive with members and offering solutions to members as they related to their relationship with ACU

Manage risk scenarios by utilizing sound judgement, high ethics, and prudence built upon an extensive knowledge of ACU policies and procedures

Be a brand ambassador in all interactions with members, employees, ACU board members, and volunteers

Actively participate in all required compliance and behavioral skill training that equip one for excellent job performance

Utilize available resources such as outbound calls, financial wellness conversations, targeted outreach campaigns and center of influence activities to capitalize on each member interaction

Other duties as requested by Senior Leadership or manager