Financial Services Advisor I

2 weeks ago


Springboro, Ohio, United States Wright-Patt Credit Union Full time
Job Overview

The Financial Coach I plays a pivotal role in enhancing member experiences by fostering relationships and addressing financial needs. This position emphasizes the importance of member engagement and the promotion of Credit Union services.

Key Responsibilities
  • Engage with members to understand their financial goals and recommend suitable Credit Union products and services, ensuring their needs are met effectively.
  • Process new account setups and loan applications for both new and existing members, ensuring accuracy and efficiency in all transactions.
  • Utilize open-ended questioning techniques to identify additional opportunities for members to save time and money, enhancing overall member satisfaction.
  • Adhere to established policies and procedures, ensuring compliance and risk management practices are consistently followed.
  • Identify and refer members to specialized services that can provide additional financial benefits, including mortgage lending and retirement solutions.
  • Address member inquiries regarding Credit Union products and resolve any complaints to maintain high service standards.
  • Perform various administrative tasks, including report generation, filing, and maintaining operational supplies.
Qualifications
  • 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.
  • Proficiency in various software applications is essential.
  • Experience in a financial services environment is preferred, with a focus on management knowledge.


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