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Wright-Patt Credit Union · 2 days ago

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

Centerville, OH

Full-time

Onsite

New Grad, Entry Level

Wright-Patt Credit Union is a financial institution seeking a Financial Coach I to provide exceptional service to members and non-members. The role involves building relationships, processing accounts and loans, and educating members on financial products and services to enhance their engagement.

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