Financial Coach I – Full Time (35 Hours)

Come join the South Dayton Talent Pool where you would be going to our member centers located in: Vandalia, Englewood, Tipp City, Troy, Urbana, Springfield, Piqua, and more!

For a limited time, we are also offering a $750 Referral Bonus to any qualified Member Center Network Financial Coach new hire that is referred by a WPCU partner-employee.

Referral Bonus applies to new qualifying applicants only beginning October 1, 2024 and ending November 1, 2024 that are referred by an active WPCU partner-employee. New qualifying applicants must apply to a Member Center Network Financial Coach position and include the name of the WPCU partner-employee referee on the application to be eligible. Rehires, and referrals from outside recruiting agencies are ineligible for the Referral Bonus. Subject to additional terms and conditions. Please contact jobs@wpcu.coop for additional information.”

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.

S ome 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

Required Experience