Financial Services Representative

6 days ago


Vandalia, Ohio, United States Wright-Patt Credit Union Full time
Financial Coach I

At Wright-Patt Credit Union, we're seeking a highly skilled Financial Coach I to join our team. As a Financial Coach I, you will play a critical role in delivering exceptional service to our members, encouraging them to choose us as their primary financial services provider.

Key Responsibilities:
  • Member Engagement: Consult with members to understand their financial needs and provide personalized recommendations for Credit Union products and services.
  • Account Management: Accurately process new accounts and loan requests, and perform maintenance on members' accounts as needed.
  • Financial Education: Educate members on the ease of use and convenience of our services, including PTM technology, to increase their engagement and usage.
  • Referral Generation: Identify qualified referrals for members that can save them time, money, and provide peace of mind.
  • Customer Service: Assist members with questions and resolve complaints in a timely and professional manner.
Requirements:
  • A high school diploma or equivalent, or 10 years of equivalent work experience.
  • Some post-secondary education is preferred.
  • Ability to learn and apply various software applications.
  • Prior experience in a financial environment is preferred.

We offer a dynamic work environment, competitive compensation, and opportunities for growth and development. If you're passionate about delivering exceptional service and helping members achieve their financial goals, we encourage you to apply for this exciting opportunity.



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