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

About the role

The Financial Coach I at WPCU delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider. This position involves consultative interactions, product recommendations, and account management.

Responsibilities

• Consultatively interact with members to help meet their financial needs.
• Educate members on the ease of use and convenience of Credit Union services, including PTM technology.
• Accurately process new accounts and loan requests for members.
• Proactively and efficiently close and disburse approved loans.
• Ask open-ended questions to uncover additional opportunities to save members money and/or time.
• Ensure proper policies, procedures, and risk mitigation activities are followed.
• Identify and refer qualified members to other Credit Union teams.
• Assist members with questions regarding WPCU products and services and resolve complaints.
• Perform miscellaneous duties such as end of day activities, creating reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc.

Requirements

• High school diploma or equivalent required.
• Minimum of 5 years of relevant work experience may be considered in lieu of a diploma.
• Some post-secondary education is preferred.
• A minimum of 1 year of customer service experience required.
• 6-12 months of service experience in the financial industry preferred.
• NMLS is required.
• Experience in financial coaching, financial literacy education, or the financial industry is required.
• Strong customer service and communication skills, with the ability to explain financial concepts clearly.
• Hands-on experience with loans, account openings, and guiding members through documentation.
• Working knowledge of personal finance, credit, and consumer financial products.
• Proficiency in financial software/systems (e.g., MeridianLink, Symitar) and Microsoft Office.
• Ability to assess member needs, review credit reports, and recommend solutions and make sound decisions with professionalism and optimism.
• Strong communication and interpersonal skills with the ability to listen, show empathy, and clearly explain financial concepts in person, by phone, or by email.
• Sound decision-making, problem-solving, and professionalism able to work through regulatory requirements and deliver consistent results.
• Commitment to member support and continuous learning.

Skills

• Financial coaching
• Financial literacy education
• Financial industry experience
• Customer service and communication skills
• Loan processing
• Account opening
• Financial software proficiency
• Decision-making and problem-solving
• Regulatory compliance
• Member support and continuous learning commitment

Benefits

WPCU offers a competitive compensation package including a target compensation of $26.50/hr.

Pay

Pay Classification: Non-Exempt (Hourly)

Grade and Compensation Band: PG 12: $22.85 – $34.35 (Hourly)

Target Compensation: $26.50/Hr.

Schedule

Full-Time/Regular Work Type: Standard