Financial Wellness Specialist
6 days ago
Job Description
- We are looking for a skilled Financial Wellness Specialist to educate our credit union members about products and services via telephone.
- The successful candidate will perform transactions accurately and efficiently, adhere to policies and procedures for compliant business practices, and serve as a resource to Contact Center Representatives.
- A strong background in finance and excellent communication skills are essential for this role.
- The estimated annual salary range for this position is approximately $50,000 - $70,000, based on experience and location.
- Additional requirements include a Financial Wellness Certification and proficiency with Microsoft Office and business applications.
Benefits
We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
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