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Financial Wellness Coach

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Wright-Patt Credit Union Inc.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services institution in Columbus, Ohio is seeking a Financial Coach I to enhance member relationships and deliver exceptional service. This role involves interacting consultatively with members, recommending financial products, and ensuring adherence to policies. The ideal candidate will possess strong customer service and communication skills, with a background in financial coaching or similar experience. Responsibilities also include processing accounts and identifying referral opportunities to aid members.
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