Financial Coach Talent Pool

Financial Coach I (Full Time, 40 hrs) – Talent Pool

Apply for the Financial Coach I role at Wright‑Patt Credit Union
.

Category: Member Center Network – Columbus |
Location: Columbus, Ohio |
Pay Classification: Non‑Exempt (Hourly) |
NMLS

Required:

Yes |
Work Type: Standard |
Position Type: Full‑Time/Regular

• 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. 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%)
• Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report 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%)

• Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
• Some post‑secondary education is preferred.
• Must be able to learn and apply a variety of software applications.
• Prior experience in a financial environment with management knowledge is preferred.

Entry level

Full‑time

Finance and Sales