Wright-Patt Credit Union · 1 week ago
Financial Coach I - Full Time (40 Hours) - South
Norwood, OH
Full-time
Onsite
New Grad, Entry Level
$22/hr - $26/hrWright-Patt Credit Union is a financial institution seeking a Financial Coach I to deliver extraordinary service and build member relationships. The role involves helping members meet their financial needs, processing accounts and loan requests, and ensuring compliance with policies and procedures.
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%)
Qualification
Required
Must have a high school diploma or equivalent or ten (10) years equivalent work experience
Must be able to learn and apply a variety of software applications
NMLS Required
Preferred
Some post-secondary education is preferred
Prior experience in a financial environment with management knowledge is preferred
Company
Wright-Patt Credit Union
Wright-Patt Credit Union is a not-for-profit member-owned financial institution.
Founded in 1932
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Tim Mislansky
President/CEO
Daniel Smith
Chief Financial Officer
Recent News
2025-10-07
Seattle TechFlash
2025-05-01
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