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Wright-Patt Credit Union · 1 day ago

Financial Coach I - Full Time (40 Hours) - South

Wilmington, OH

Full-time

Onsite

Entry Level

1+ years exp

Wright-Patt Credit Union is seeking a Financial Coach I to deliver exceptional service and build strong relationships with members and non-members. The role involves assisting members with their financial needs, processing accounts and loans, and educating them on credit union products and services.

FinanceFinancial ServicesNon Profit

Responsibilities

Consultatively interact with members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately address members’ service needs

Accurately process new accounts and loan requests for new and existing members and perform maintenance on members’ accounts as requested. (Do it right the first time). Proactively and efficiently, close, and disburse approved loans originated in the Member Center Network and/or through alternative delivery channels

Ask open-ended questions to uncover additional opportunities to save members money and/or time by reviewing accounts and reports, as well as making outbound calls to increase member engagement

Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated

Proactively identify qualified referrals for members that will save members time, money and provide peace of mind. Referrals are primarily to our Mortgage Lending, Member Business Services, and Retirement Solutions teams

Assist members with questions regarding WPCU products and services as well as resolve members’ complaints

Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc

Qualification

NMLSFinancial coachingCustomer serviceFinancial software proficiencyPersonal finance knowledgeCommunication skillsDecision-making skillsProblem-solving skills

Required

High school diploma or equivalent required; a minimum of 5 years of relevant work experience may be considered in lieu of a diploma

A minimum of 1 year of customer service experience required

NMLS is required

Experience in financial coaching, financial literacy education, or the financial industry is required

Strong customer service and communication skills, with the ability to explain financial concepts clearly required

Hands-on experience with loans, account openings, and guiding members through documentation required

Working knowledge of personal finance, credit, and consumer financial products required

Strong communication and interpersonal skills with the ability to listen, show empathy, and clearly explain financial concepts in person, by phone, or by email

Sound decision-making, problem-solving, and professionalism able to work through regulatory requirements and deliver consistent results

Commitment to member support and continuous learning