Financial Coach - Flight Path Application - Manager Approved Only

This the application for Member Experience Representative II partners to become a Financial Coach. Please work with your manager directly and get their approval before completing this application.

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This application will require an additional screening process to include a new background and credit check as well as employment and education verification.

The 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 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%)

1. Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
2. Some post-secondary education is preferred, as is previous financial services experience.
3. Must be able to learn and apply a variety of software applications.
4. Existing financial management knowledge is preferred.

You will be required to upload your resume as part of this process. Please ensure your resume is accurate before you do so. There will be a delay in the process if your resume does not match your MU4R application in regard to employment history.