More jobs:
Financial Coach I - Member Success & Solutions
Job in
Dayton, Montgomery County, Ohio, 45444, USA
Listed on 2026-08-24
Listing for:
Wright-Patt Credit Union Inc.
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service
Job Description & How to Apply Below
Wright-Patt Credit Union Inc. in Dayton, OH is seeking a Financial Coach I to deliver extraordinary service while proactively building member relationships.
You will consultatively interact with members to meet financial needs, accurately process accounts and loans, and educate on convenient services to boost engagement. The role emphasizes proactive outreach, adherence to policies, and identifying referrals to lending and retirement services.
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