Currently, we are hiring experienced FINANCIAL COACHES who want to help people improve and strengthen their financial situation.  If you have previous experience as a Personal or Universal Banker, we want to speak with you!

  We offer:

• Competitive salary and industry-leading benefits
• Positive and affirming culture
• Consistent opportunities for advancement and career development.

  For a limited time, we are also offering a $1,000 SIGN-ON BONUS to any qualified Financial Coach new hire.*

“Sign On Bonus applies to New qualifying applicants only beginning June 1, 2022 and ending July 31, 2022. Rehires, current employees, and referrals from outside recruiting agencies are ineligible for the Sign On Bonus. Subject to additional terms and conditions. Please contact [ ] for additional information.”  

THIS POSITION IS FOR THE MEMBER HELP CENTER (CALL CENTER) LOCATED AT OUR CORPORATE OFFICE IN BEAVERCREEK, OHIO

PREFERRED AVAILABILITY: MONDAY - FRIDAY 8:00AM - 8:00PM, SATURDAY 9:00AM - 1:00PM

   THE MEMBER HELP CENTER FINANCIAL COACH (FC) 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 WHICH INCLUDES CONSUMER LENDING AND ON-LINE NEW ACCOUNT ACTIVITIES THAT ORIGINATE THROUGH REMOTE DELIVERY CHANNELS (TELEPHONE, MOBILE, WEB, CHAT, ETC.) TO HELP MEET THEIR FINANCIAL NEEDS.

1. Provide extraordinary member service by engaging with members to help meet their financial needs, proactively recommend credit union products and services- including referrals to other lines of business, and accurately address members’ service needs. Increase member engagement and use of the cooperative by educating members on ease of use and convenience services. (45%)
2. Accurately process new deposit account and/or loan applications for new and existing members and perform maintenance on members’ accounts as requested. Ensure 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. Proactively and efficiently close and disburse approved loans utilizing electronic signature or make arrangements for the member to close in the Member Center Network. (35%)
3. Ask open-ended questions to uncover member’s expressed or unexpressed needs to recommend suitable deposit account and loan products. Proactively review member’s credit report in an effort to uncover competitive buyout opportunities. (10%)
4. Assist Members with questions regarding WPCU products and services as well as resolve members’ complaints. This may require Financial Coaches to assist in any Member Help Center queues. (5%)
5. Perform miscellaneous duties as required. (5%)

Required Skills

1. Must have a high school diploma or equivalent.
2. Some post-secondary education is preferred.
3. Customer service and lending experience within a financial institution environment preferred.
4. Must be able to learn and apply a variety of software applications.
5. Excellent member service, phone etiquette and communication (written & verbal)

Required Experience

1. Must have a high school diploma or equivalent.
2. Some post-secondary education is preferred.
3. Customer service and lending experience within a financial institution environment preferred.
4. Must be able to learn and apply a variety of software applications.
5. Excellent member service, phone etiquette and communication (written & verbal)