Financial Coach I - Full Time (40-Hours) - North

Category

Member Center Network --> North

Job Location

Dayton, Ohio

Additional Locations

• 950 Union Blvd, Englewood,
• 3239 W Siebenthaler Avenue, Dayton,
• 2097 N Bechtle Avenue, Springfield,
• 2501 W Main Street, Troy,
• 1868 E US Hwy 36, Urbana,
• 1284 E Ash Street, Piqua,
• 3324 Benchwood Road, Vandalia,
  
  

Pay Classification

Non-Exempt (Hourly)

NMLS Required

Yes

Work Type

Standard

Position Type

Full-Time/Regular

🌟 Empower Members. Inspire Hope. Grow Your Career. 🌟

Are you passionate about building hope and improving financial well-being in your community?

Do you thrive on delivering exceptional service, have a member-first mindset, and love helping others reach their goals?

The North Region is looking for Financial Coaches who bring energy, enthusiasm, and a strong sense of care and accuracy in everything they do. This is a fantastic opportunity to serve across 8 Member Center locations in the North Region—building connections, expanding your skills, and making a real impact.

If you're ready to grow, connect, and serve with purpose—apply today and take the next step in your career with WPCU!

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%)
  
  

Required Skills

• Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
• Some post-secondary education is preferred.
• Must be able to learn and apply a variety of software applications.
• Prior experience in a financial environment with management knowledge is preferred