Financial Wellness Advisor; Member Service Representative

“At Labor Credit Union, we value engagement and inclusion. This is not just a catchphrase here. One of our core tenets within our leadership philosophy is the empowerment of our team members. Through this emphasis on empowerment, it’s not just an opportunity, it is an expectation that each individual brings their ideas, perspectives and opinions to the table to help make us a better team, a better organization and a better credit union for our members.”

Labor Credit Union offers exciting challenges, competitive pay and great benefits. From developing creative solutions to working with our members, you’ll find success at Labor CU. Our high quality, comprehensive compensation package includes

Vacation, sick & bereavement leave. 13 Federal holidays & 8 floating holiday hours.

Labor CU offers coverage levels for medical, dental, and vision plans, as well as a health savings account and Life AD&D (Disability Insurance)

Our competitive 401(k) retirement plan includes a generous company match.

This benefit is focused on the individual and aligns with our efforts to help employees achieve financial, mental and physical well‑being status.

We recognize that employees can be more efficient, productive and happy if they do not have to worry about commuting logistics and expenses.

Confidential solutions and assistance are available to employees and their families.

Access to Labor CU membership, including low‑interest rates on loans.

Labor CU encourages all employees to further their education and take advantage of additional training.

A benefit designed to provide financial flexibility and peace of mind. Access a portion of earned wages before scheduled payday.

** Complete information on compensation and benefits package will be shared by HR upon joining the Labor Credit Union.

Open Positions

Position: Urgent Hiring:
Financial Wellness Advisor (Member Service Representative)

Location: 3601 St Barnabas Rd.

Hillcrest Heights, MD

Remote Status: On‑Site

Job : FWA
005

# of Openings: 3

Position Summary

The Financial Wellness Advisor position is an essential position within the Labor Credit Union (Labor CU), that enables the credit union to live up to our purpose of being the foundation of financial success for our members by successfully carrying out the duties and responsibilities outlined below. Labor CU aims to be Bold & Innovative, Convenient, and Inclusive, exhibit a Culture of Leadership, and Financial Stability.

This role delivers exceptional financial service by telephone and through electronic (text) or digital channels (emails and chats), while successfully recommending and referring Labor CU products & services to our members. The Financial Wellness Advisor must possess strong financial services and sales skills with a strong emphasis on solving problems with minimal supervision. Must also possess strong verbal and written communication skills and have a desire to help others.

• Demonstrate a high financial literacy acumen and passion for guiding members to improve the member’s financial well‑being. Through interactions with members via phone, video, or digital communications, determine member needs and goals, and provide information and options for the member to realize financial stability and wellness.
• Inform and educate members about credit union products or services that meet the member’s needs, assists the member with expanding the account relationship through the opening or activation of products and services, and cultivating a deeper relationship between the credit union and the members.
• Adhering to all established service levels for handling member inquiries through phone, video, email, or chat, or other digital communication channels, resolving member inquiries to the member’s full satisfaction of the outcome. Serves as the main point of contact with member through resolution of issues, regardless of handoff or referrals to additional support…