Financial Wellness Specialist

2 weeks ago


Roswell, Georgia, United States LGE Community Credit Union Full time

Financial Solutions Specialist


We are seeking a committed Financial Solutions Specialist to become an integral part of our team at LGE Community Credit Union, dedicated to assisting our members in achieving their financial aspirations.

In this role, you will deliver financial guidance, recommend suitable products and services, and cultivate robust relationships with our members. This position demands flexibility, collaboration, and a genuine enthusiasm for empowering others to attain their financial objectives.

Key Responsibilities:

  • Engage proactively with members to identify their financial needs
  • Suggest products and services tailored to help members achieve their financial aspirations
  • Foster and enhance member relationships through outstanding service
  • Provide education on financial health and propose effective solutions
  • Accurately and efficiently handle financial transactions
  • Address account-related issues and offer alternative solutions when necessary
  • Maintain up-to-date knowledge of our offerings, services, and policies
  • Assist with branch operations and engage in community outreach initiatives

Qualifications:

  • High School Diploma or equivalent
  • Minimum of 1 year experience in customer service or sales
  • Capability to thrive in a dynamic environment with minimal supervision
  • Basic proficiency in computer applications
  • Preferred: Associate's Degree in Business or a related discipline
  • Preferred: Experience in retail, credit unions, or financial services
  • Preferred: Bilingual proficiency in Spanish
  • Exceptional communication abilities
  • Strong problem-solving skills
  • Proficiency in Microsoft Excel and Word


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