Financial Coach

3 weeks ago

Bridgeton, United States Vantage Credit Union Full time
Job Details

Job Location
Bridgeton - Bridgeton, MO

Position Type
Full Time

Education Level
High School

Salary Range
$18.00 - $23.00 Hourly

Travel Percentage
None

Job Shift
Day

Description

JOB FUNCTIONS
  • Proactively and successfully meet individual sales and production goals as well as contribute to individual branch and overall credit union goals. Maximize opportunities to gain and grow member wallet. Recommend and refer cross-sell opportunities as appropriate.
  • Assist members with account and loan needs and inquiries. Ensure all required paperwork and information in the system is completed in an accurate and timely manner.
  • Participate in monthly call night activities through outbound calling efforts.
  • Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.
  • Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, centralized lending, and quality assurance. Maintain confidentiality at all times.
  • Perform initial quality control assessments on loan and account documentation on their own work.
  • Assist the Member Care Center with answering calls during times of high call volume.
  • Consistently demonstrates a positive attitude, always respectful in interactions and has exceptional team player qualities. Cultivates strong, positive relationships with other areas of the credit union to create a cohesive, productive working environment.
  • Fosters and maintains exceptional culture within the branch and organization.
  • Performs other tasks as assigned.
Qualifications

KNOWLEDGE
  • Possesses ability for independent thinking that allows for identification of problems and corresponding solutions.
  • Develops and executes action plans where needed.
  • Possesses a thorough knowledge of credit union operations, including loan and deposit products and departmental operations.
  • Keeps current with industry trends and changes in regulations.
  • Sensitive to the credit union philosophy, understands the difference between a credit union and a bank, and works with members based on their individual needs.
SKILLS
  • Sales - Actively interacts with existing and potential members to identify current and future financial needs, determines appropriate solutions and is successful in growing member wallet.
  • Time Management - Has the ability to process a large volume of work while maintaining member service standards. Possesses good ability to organize work, plan activities, prioritize tasks and meet deadlines/standards for work assigned. Must be flexible and have a strong ability to adapt to changing situations.
  • Interpersonal Skills - Interacts professionally and positively with others, cultivating positive relationships that further the goals of the credit union and meet member needs. Uses tact and diplomacy in difficult situations, approaching conflicts from a positive angle and striving to find a win-win solution by using sound negotiating skills. Works well with other team members to achieve group cohesiveness and objectives.
  • Communication - Expresses self honestly, positively, and professionally in both oral and written communication. Speaks correctly and uses correct grammar and spelling in all communications.
  • Dependability - Possesses strong sense of ownership and responsibility for financial center's operations. Displays integrity and high moral responsibility.
  • Technical - Displays a solid analytical ability, with the ability to be direct and ask discerning questions. Has a strong understanding of the various programs/software used in their position. Performs work accurately with a strong attention to detail.
EDUCATION AND EXPERIENCE
  • 1+ years of sales experience, preferably in a credit union.
  • Attendance of credit union industry seminars, workshops and conventions may be required. Ongoing professional development is expected.
PHYSICAL REQUIREMENTS

The position requires the following physical activities within varying environmental conditions:
  • Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time
  • Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
  • Occasional lifting, moving, or adjusting objects up to 20 pounds.
  • Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
  • Work will be in a commercially reasonable temperature-controlled environment.
  • Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.

  • Chief Financial Officer

    3 weeks ago

    Bridgeton, United States St. Louis Area Foodbank Full time

    Job DescriptionJob DescriptionSt. Louis Area Foodbank (SLAFB)JOB DESCRIPTIONPosition Title: Chief Financial Officer (CFO)Supervisor and Leadership Partner: President & Chief Executive Officer (CEO) Direct Report: ControllerFLSA: Exempt Position Summary:The CFO is the organization's top financial leadership position and serves as a critical strategic...

  • Customer Experience Specialist

    2 weeks ago

    Bridgeton, Missouri, United States Best Buy Full time

    About the RoleThe Sales Consultant – Appliance Outlet is a key member of the Best Buy team, responsible for delivering a world-class customer experience as the destination and authority for technology products and services.Key ResponsibilitiesImplement assigned responsibilities from store leadership in outlet area to engage customers using selling skills...

  • Facilities Operations Supervisor II

    2 weeks ago

    Bridgeton, New Jersey, United States Search Solution Group Full time

    Facilities Operations Supervisor - Seabrook, NJWHO OUR CLIENT IS:Search Solution Group is seeking a qualified candidate for our client, a leader in the production of fruit juices, beverages, and cranberry sauces.POSITION SUMMARYThe Facilities Operations Supervisor II will report to the Production Maintenance Manager and will be stationed at our client's...

  • Outlet Customer Experience Specialist, Advisor

    3 months ago

    Bridgeton, United States Best Buy Full time

    What does a Sales Consultant – Appliance Outlet do? The Sales Consultant – Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left unserved or underserved. As...

  • Facilities Operations Supervisor II

    1 week ago

    Bridgeton, New Jersey, United States LASSONDE PAPPAS AND CO INC Full time

    Job OverviewLassonde Pappas & Co. stands as a prominent figure in the beverage manufacturing sector, committed to the satisfaction of our team members, customers, and consumers. Our dedication to our small-town roots and rural values shapes our culture. Since 1942, we have been delivering exceptional products to our clientele nationwide.To ensure we provide...

  • Facilities Operations Supervisor II

    1 week ago

    Bridgeton, New Jersey, United States LASSONDE PAPPAS AND CO INC Full time

    Job OverviewLassonde Pappas & Co. stands as a prominent name in the beverage manufacturing sector, dedicated to ensuring satisfaction for our team members, customers, and consumers alike. We cherish our small-town origins and uphold our rural values. Since 1942, we have been committed to delivering exceptional products across the nation.To excel in serving...

  • Chief Executive Officer

    20 hours ago

    Bridgeton, New Jersey, United States Seabrook Full time

    Job SummaryWe are seeking a highly experienced and skilled Chief Executive Officer to lead our addiction treatment facility. The successful candidate will have a proven track record of success in operational leadership roles and will be responsible for the overall management and operation of the facility.Key ResponsibilitiesDevelop and implement strategic...

  • Chief Executive Officer

    7 days ago

    Bridgeton, New Jersey, United States Summit BHC Full time

    About the Role:The Chief Executive Officer serves as the executive officer with day-to-day responsibility for the management and operation of the facility. The CEO has primary responsibility for the development, implementation, and achievement of the facility's strategic business plan in conjunction with routine operations to include quality of care, staff...

  • Facilities Maintenance Supervisor II

    2 months ago

    Bridgeton, United States LASSONDE PAPPAS AND CO INC Full time

    Job DescriptionJob DescriptionLassonde Pappas & Co. is a US Leader in beverage manufacturing dedicated to our team members, customers and consumers satisfaction. We remain committed to our small-town roots and rural values. Hardworking and caring are qualities that make our teams special. Since 1942, we’ve been producing delicious products for our...

  • Principal Systems Safety Engineer

    2 days ago

    Bridgeton, United States Leonardo DRS Full time

    The Leonardo DRS Land Systems business is a recognized leader in the design and integration of complex technologies into new and legacy systems and platforms for global military and commercial customers. We are a 3 year running Top Workplace in the Greater St. Louis area. Leonardo DRS Land Systems is seeking a qualified and motivated Principal Systems Safety...

  • Project Engineer I

    3 weeks ago

    Bridgeton, United States Leonardo DRS Full time

    Job ID:110466 The Leonardo DRS Land Systems business is a recognized leader in the design and integration of complex technologies into new and legacy systems and platforms for global military and commercial customers.We are a 4 year running Top Workplace in the Greater St. Louis area. Job Summary Leonardo DRS Land Systems is seeking a Full Time Project...

  • Project Engineer II

    3 weeks ago

    Bridgeton, United States Leonardo DRS Full time

    Job ID:110465 The Leonardo DRS Land Systems business is a recognized leader in the design and integration of complex technologies into new and legacy systems and platforms for global military and commercial customers.We are a 4 year running Top Workplace in the Greater St. Louis area. Job Summary Leonardo DRS Land Systems is seeking a full time Project...

  • Facilities Operations Supervisor II

    1 week ago

    Bridgeton, New Jersey, United States LASSONDE PAPPAS AND CO INC Full time

    Job OverviewLassonde Pappas & Co. stands as a prominent leader in the beverage manufacturing sector, committed to ensuring satisfaction for our team members, customers, and consumers alike. Our dedication to our roots and values shapes our culture, where hard work and compassion are at the forefront of our operations. Since our inception in 1942, we have...

  • Credit and Collections Lead

    2 weeks ago

    Bridgeton, Missouri, United States Hussmann Corporation Full time

    Job SummaryWe are seeking a highly skilled Credit and Collections Lead to join our team at Hussmann Corporation. As a key member of our financial operations team, you will be responsible for evaluating the financial status of potential and existing customers, recommending credit limits, and monitoring outstanding receivables.Key ResponsibilitiesEvaluate the...

  • Principal Systems Safety Engineer

    2 months ago

    Bridgeton, United States Leonardo DRS Full time

    Job ID:110102 The Leonardo DRS Land Systems business is a recognized leader in the design and integration of complex technologies into new and legacy systems and platforms for global military and commercial customers.We are a 3 year running Top Workplace in the Greater St. Louis area. Job Summary Leonardo DRS Land Systems is seeking a qualified and...

  • Director Program Management

    4 months ago

    Bridgeton, United States Leonardo DRS Full time

    Leonardo DRS is a prime contractor, leading technology innovator and supplier of integrated products, services and support to military forces, intelligence agencies and defense contractors worldwide. The company specializes in naval and maritime systems, ground combat mission command and network computing, global satellite communications and network...

  • Director Program Management

    3 weeks ago

    Bridgeton, United States Leonardo DRS Full time

    Leonardo DRS is a prime contractor, leading technology innovator and supplier of integrated products, services and support to military forces, intelligence agencies and defense contractors worldwide. The company specializes in naval and maritime systems, ground combat mission command and network computing, global satellite communications and network...

  • Accounts Receivable

    2 weeks ago

    Bridgeton, Missouri, United States Hussmann Full time

    As a pivotal member of the Finance team, this position is responsible for overseeing the personnel, procedures, systems, and policies that govern Hussmann's Credit and Collections operations. The primary goal of this role is to achieve the metrics and projects associated with our DSO (Days Sales Outstanding), working capital, cash flow, bad debt, and aging...

  • Credit & Collections Supervisor

    1 month ago

    Bridgeton, United States Hussmann Full time

    As a leader as on the Finance team, this role is accountable for the personnel, processes, systems, and policies that manage Hussmann’s Credit and & Collections function. The objective of this role is to deliver the metrics and projects assigned to our DSO (Days Sales Outstanding), working capital, cash flow, bad debt, and aging targets. This Supervisor...

  • Direct Support Professional

    4 months ago

    Bridgeton, United States Devereux Advanced Behavioral Health Full time

    Description $1,000 Sign on Bonus  Devereux's DSP hourly rate is starting at $19.35 and increases with education and experience !!!! Are you interested in making an impact on the lives of individuals with intellectual/developmental/behavioral health disabilities? Do you enjoy helping others strive to their full potential? If you answered...