Financial Services Advisor
2 weeks ago
The Financial Coach I plays a vital role in fostering relationships with members and potential members to establish the Credit Union as their preferred financial partner.
The responsibilities include:
- Engaging with members to understand and address their financial aspirations, while promoting Credit Union offerings that align with their needs. This involves educating members on convenient services and technology to enhance their experience and involvement with the Credit Union. (40%)
- Efficiently managing the processing of new accounts and loan applications for both new and existing members, ensuring accuracy and compliance in all transactions. This includes the timely closing and disbursement of approved loans through various channels. (30%)
- Utilizing open-ended inquiries to discover further opportunities for members to save time and money, which may involve reviewing account details and making proactive outreach calls. (10%)
- Adhering to established policies and procedures, while identifying and reporting any gaps to management to mitigate risks and enhance member satisfaction. (5%)
- Identifying and recommending suitable referrals for members that could lead to financial savings and security, particularly in areas such as Mortgage Lending, Business Services, and Retirement Solutions. (5%)
- Providing assistance to members regarding Credit Union products and resolving any inquiries or complaints they may have. (5%)
- Carrying out various administrative tasks including daily operational activities, report generation, filing, and maintaining supplies. (5%)
- A high school diploma or equivalent is required; ten years of relevant work experience may be considered in lieu of formal education.
- Post-secondary education is advantageous.
- Ability to learn and utilize a variety of software applications is necessary.
- Experience in a financial setting with managerial insight is preferred.
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