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Category
Member Center Network --> Central
Job Location
WPAFB, Ohio
Work Type
Standard
Position Type
Part-Time
Are you looking to join an outstanding team AND have every Saturday off?! Area B is looking for a self-motivated partner that recognizes the importance of finding additional opportunities to help our members. The position is for 20 hours a week, so communication and flexibility are essential to success in this role. Apply to join our small but welcoming team today!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%)
The average Wright-Patt Credit Union hourly pay ranges from approximately $19 per hour (estimate) for a Teller to $63 per hour (estimate) for a Regional Manager. Wright-Patt Credit Union employees rate the overall compensation and benefits package 4.1/5 stars.
Wright-Patt Credit Union employs 899 employees. The Wright-Patt Credit Union management team includes Tim Mislansky (President/CEO), Daniel Smith (Chief Financial Officer), and Josh Mers (President, Wright-Patt Insurance Products).
Most salaries in Wright-Patterson AFB range between $50,112 (25th percentile) to $75,705 (75th percentile) annually. Of course, salaries will vary depending on your occupation, experience, and many other factors.
WPCU is registered as a state-chartered credit union, is the largest member-owned credit union in Ohio, and is one of the 50 largest credit unions in the United States. As of February 2022, WPCU has over $7.1 billion in assets, and over 446,000 members.
The story of our credit union began in 1932 when a group of local workers pooled their money together in a shoebox to help one another through financial hardship.
Experience the WPCU Difference and Begin Saving Today!
Individuals who live, work, worship or attend school in Butler, Champaign, Clark, Clermont, Clinton, Darke, Delaware, Fairfield, Franklin, Greene, Hamilton, Licking, Madison, Miami, Montgomery, Pickaway, Preble, Shelby, Union or Warren Counties in Ohio.
Purchase Limits. You can use your Card to make purchases up to $1,500.00 on the same calendar day, but we may limit the is required by federal law. Tell us AT ONCE if you believe your Card has been lost or stolen.
Wright-Patt Credit Union offers lower-to-no fees, better rates and extraordinary service. We provide comprehensive banking services, including savings and checking accounts, credit and debit cards, personal and business loans, and much more.
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