See who Wright-Patt Credit Union has hired for this role
Security verification
Save job
Welcome back
Sign in to save Financial Coach - Full Time (38 Hours) at Wright-Patt Credit Union.
Report this job
Category
Member Center Network --> Columbus
Job Location
Columbus, Ohio
Work Type
Standard
Position Type
Full-Time/Regular
Come join the Columbus Talent Pool team where you will be floating to our locations in: Hilliard, Grandview Yard, Lane Ave., Graceland, Gahanna, Grove City, Canal Winchester, and Reynoldsburg!The Financial Coach I delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building member relationships to help meet their financial needs.
Consultatively interact with members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately address members’ service needs. Educate members on ease of use and convenience services, including PTM technology where applicable, to encourage increased use of the cooperative while building and increasing member engagement. (40%)
Accurately process new accounts and loan requests for new and existing members and perform maintenance on members’ accounts as requested. (Do it right the first time). Proactively and efficiently, close and disburse approved loans originated in the Member Center Network and/or through alternative delivery channels. (30%)
Ask open-ended questions to uncover additional opportunities to save members money and/or time by reviewing accounts and reports, as well as making outbound calls to increase member engagement. (10%)
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (5%)
Proactively identify qualified referrals for members that will save members time, money and provide peace of mind. Referrals are primarily to our Mortgage Lending, Member Business Services and Retirement Solutions teams. (5%)
Assist members with questions regarding WPCU products and services as well as resolve members’ complaints. (5%)
Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc. (5%)
Introduction: My name is Greg Kuvalis, I am a witty, spotless, beautiful, charming, delightful, thankful, beautiful person who loves writing and wants to share my knowledge and understanding with you.
We notice you're using an ad blocker
Without advertising income, we can't keep making this site awesome for you.
