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Financial Wellness Coach - Member Services
Job in
Centerville, Montgomery County, Ohio, USA
Listed on 2026-08-05
Listing for:
Wright-Patt Credit Union Inc.
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Bank Customer Service, Loan Officer / Lending
Job Description & How to Apply Below
Wright-Patt Credit Union Inc. seeks a Financial Coach I to deliver outstanding service and proactively engage members and non-members as their primary financial services provider.
You will build member relationships to meet financial needs, educate on Credit Union products, and guide through financial concepts with a focus on accuracy and compliance. The role emphasizes consultative interactions and collaborative referrals across Lending, Business Services, and Retirement teams.
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