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Financial Services Advisor

2 months ago

Columbus, Ohio, United States Wright-Patt Credit Union Full time
Position Overview

The Financial Coach I is a vital role within our organization, dedicated to providing exceptional service to both members and non-members.

The Financial Coach I is responsible for fostering strong relationships with members to encourage them to utilize the Credit Union as their primary financial services provider. This role involves:
  • Engaging with members: Proactively interact with members to identify and fulfill their financial needs, recommending appropriate Credit Union products and services while ensuring their service inquiries are addressed accurately. (40%)
  • Account Management: Efficiently process new accounts and loan applications for both new and existing members, ensuring accuracy and compliance in all transactions. (30%)
  • Opportunity Identification: Utilize open-ended questions to discover additional ways to assist members in saving time and money by reviewing their accounts and making proactive outreach calls. (10%)
  • Policy Adherence: Ensure compliance with established policies and procedures, reporting any discrepancies to leadership to mitigate risks and enhance member experience. (5%)
  • Referral Generation: Identify and provide qualified referrals to members that can save them time and money, primarily to our Mortgage Lending, Member Business Services, and Retirement Solutions teams. (5%)
  • Member Support: Address inquiries regarding Credit Union products and services and resolve any member complaints effectively. (5%)
  • Administrative Duties: Perform various administrative tasks such as maintaining records, answering inquiries, and managing supplies. (5%)
Essential Qualifications
  • A high school diploma or equivalent is required; ten (10) years of relevant work experience may be considered in lieu of formal education.
  • Some post-secondary education is preferred.
  • Ability to learn and utilize various software applications is essential.
  • Prior experience in a financial setting with management knowledge is highly desirable.