Financial Coach I

4 days ago


Union, United States Wright-Patt Credit Union Full time
Job Description

Come join our Talent Pool where you will be floating to our different locations primarily in Cincinnati. We have locations in Norwood and Greenhills. You could also be asked to cover locations in Wilmington, Springboro, and South Dayton.

Get a $750 Sign-On Bonus when you get hired as a Financial Coach between November 1st, 2024 and January 2nd, 2025* Are you an experienced Financial Coach who would love to work for a competitive salary, in a positive culture, and receive consistent development opportunities? Look no further Apply today

Federally Insured by the NCUA

*Sign-On Bonus applies to new qualifying applicants only beginning November 1, 2024 and ending January 2, 2025. Rehires, current employees, and referrals from outside recruiting agencies are ineligible for the Sign-On Bonus. Qualifying new hires must be employed by the credit union for at least 30 days to receive Sign-On Bonus. Subject to additional terms and conditions. Please contact jobs@wpcu.coop for additional information.

The Financial Coach I delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building member relationships to help meet their financial needs.
  • Consultatively interact with members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately addressmembers' 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. (Do it right the first time). 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%)
  • Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports 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%)
Required Skills
  • 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


  • Union, United States First Financial Bancorp Full time

    Through our robust internship program, you will be immersed into First Financial culture and business operations over an 8-10 week period (end of May through early August) through a variety of professional development opportunities. First Financial i Security, Information, Business Operations, Financial, Banking, Business Services, Associate, Skills


  • Union City, United States Disability Solutions Full time

    Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run...


  • Union, United States OneMain Financial Full time

    BRANCH COLLECTIONS SPECIALIST At OneMain , the Branch Collections Specialist contacts customers to help them succeed in resolving their financial obligations by arranging for repayment or settlement of account balances . Branch Collections Specialists focus on our existing customers who have long-term relationships with OneMain . I N THE ROLE *...


  • Union, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. I n the Role Deliver results related to individual and...

  • Branch Banking

    3 weeks ago


    Union, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...


  • Union, United States General Electric Credit Union Full time

    Member Communication Representative I General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills...


  • Union City, United States Disability Solutions Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Union, United States Great American Insurance Company Full time

    Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty...


  • Union, United States Great American Insurance Company Full time

    Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty...


  • Union, United States Year Up United Full time

    Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with...


  • Union, United States Marathon Health Full time

    About the RoleMarathon Health is a leading provider of advanced primary care in the U.S., serving 2.5 million eligible patients through approximately 630 employer and union-sponsored clients.We offer high-quality, proactive primary care to adults and children in partnership with local employers or unions, focusing on prevention and wellness, acute and...

  • Assistant Manager

    6 months ago


    Union, United States America's Best Full time

    Job DescriptionWhat would you do? – The SpecificsDrives, monitors, and achieves profit, sales and performance goals according to National Vision standards. Monitors retail operating costs, budgets, and resources.Optimizes and oversees the eyeglass department to ensure efficiency and compliance with company’s policies and operational guidelines....


  • Union, United States The Boston Beer Company Full time

    Job DescriptionWe are currently hiring a Quality Control Technician, Packaging in Cincinnati, OHThe Quality Technician will ensure the integrity of each product batch and consistent production quality by enforcing good manufacturing practice (GMP) systems, conducting analysis, validating processes, and providing documentation. This position will fill an...

  • Director Of Tax

    3 weeks ago


    Union, United States Aliniti Full time

    Director of Tax Does this describe you... A problem solver who enjoys working collaboratively to resolve roadblocks and client tax concerns. Strong communicator; able to make complex, financial data exciting and digestible to various audiences. Disciplined, timely and thorough. Innate sense of importance regarding deadlines and proactive approach to...


  • Union, New Jersey, United States Mattress Firm Full time

    Job OverviewMattress Firm is America's most trusted authority on sleep, with over 2,400 stores nationwide and a team of more than 6,000 Sleep Experts. We've helped millions of people get better sleep, and we're committed to continuing this mission.About the RoleThe Store Sales Manager leads our vision, company initiatives, and achieves sales performance...


  • Union, United States The Boston Beer Company Full time

    Job Description We are currently hiring a Quality Control Technician, Packaging in Cincinnati, OH The Quality Technician will ensure the integrity of each product batch and consistent production quality by enforcing good manufacturing practice (GMP) systems, conducting analysis, validating processes, and providing documentation. This position will fill an...


  • Union, Kentucky, United States Heartland Dental Full time

    Unlock Your Potential as a General DentistIn the thriving community of Union, Kentucky, Heartland Dental offers an exciting New DeNovo Opportunity for a skilled General Dentist to join our brand-new office on Triple Crown Blvd. This cutting-edge facility is equipped with state-of-the-art technology, including the Wave One Endo rotary system, Kodak/Carestream...

  • Retail Sales Manager

    1 month ago


    Union, United States Savers | Value Village Full time

    Description ​​Job Title: Retail Sales Manager​  Who we are:  As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with...


  • Union, United States Zaxby's Full time

    As the team at Zaxby's expands, we're saving a seat for you!To our guests, Zaxby's is more than just a place to eat - it's a place to have fun, spend time with friends, and enjoy great food. To our team members, Zaxby's is an indescribably great place to work!Assistant Managers are responsible for ensuring that the restaurant delivers great experiences to...


  • Union, United States Zaxby's Full time

    As the team at Zaxby's expands, we're saving a seat for you!To our guests, Zaxby's is more than just a place to eat - it's a place to have fun, spend time with friends, and enjoy great food. To our team members, Zaxby's is an indescribably great place to work!Assistant Managers are responsible for ensuring that the restaurant delivers great experiences to...