Principal Design Authority Engineer

1 month ago


Dayton, Ohio, United States Framatome GmbH Full time
Job Summary

We are seeking a highly skilled Financial Coach to join our team at Framatome GmbH. As a Financial Coach, you will play a critical role in delivering exceptional service to our members, building strong relationships, and helping them achieve their financial goals.

Key Responsibilities
  • Member Engagement: Proactively interact with members to understand their financial needs, provide personalized recommendations, and educate them on our products and services.
  • Financial Needs Analysis: Conduct thorough financial needs analyses to identify opportunities to save members time and money.
  • Product and Service Recommendations: Consultatively recommend Credit Union products and services that meet members' financial needs.
  • Account Management: Accurately process new accounts, loan requests, and perform maintenance on members' accounts as requested.
  • Loan Origination: Close and disburse approved loans originated in the Member Center Network and/or through alternative delivery channels.
  • Referral Generation: Proactively identify qualified referrals for members that will save them time, money, and provide peace of mind.
  • Customer Service: Assist members with questions regarding our products and services, and resolve their complaints in a timely and professional manner.
Requirements
  • Education: High school diploma or equivalent, or ten (10) years equivalent work experience.
  • Skills: Ability to learn and apply a variety of software applications, prior experience in a financial environment with management knowledge is preferred.
What We Offer

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.



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