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Wright-Patt Credit Union · 18 hours ago

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

Dayton, OH

Full-time

Onsite

New Grad, Entry Level

Wright-Patt Credit Union is seeking Financial Coaches who are passionate about improving financial well-being in their community. The Financial Coach I will deliver extraordinary service, build member relationships, and assist members with their financial needs across multiple locations in the North Region.

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. Educate members on ease of use and convenience services, including PTM technology where applicable, to encourage increased use of the cooperative while building and increasing member engagement. (40%)

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. (30%)

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. (10%)

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. (5%)

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. (5%)

Assist members with questions regarding WPCU products and services as well as resolve members’ complaints. (5%)

Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc. (5%)