Top 2 Financial coach Jobs in Dayton Oh

Financial Coach I - Full Time (40 Hours) - Central
Wright-Patt Credit Union Inc. —Dayton, OH
- Full-time
- Office
- High school diploma or GED
- 1 year
Quick Apply
12d
Call Center - Financial Coach
Wright-Patt Credit Union Inc. —Beavercreek, OH
- Mid-level
- High school diploma or GED
- 1 year
Quick Apply

Discover related jobs

Based on your search for financial coach jobs.

Dentist – DDS / DMD
Aspen Dental —Springfield, OH
Our best-in-class learning and development training program, competitive compensation, and flexible scheduling will help you thrive in your dental career.
$200,000 - $300,000 a year
Quick Apply
Maintenance Supervisor at Timber Hollow Apartments
Cottonwood Residential —Fairfield, OH
Valid driver's license and reliable transportation required. Strong technical knowledge of HVAC, plumbing, electrical, and general maintenance systems.
Quick Apply
7d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Wellbeing Coach, Credit
Operation Hope —Columbus, OH
Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives.
$58,656 - $61,000 a year
Quick Apply
Financial Coach
rebel Financial —Groveport, OH
Entry-level candidates (around $45,000) have Series 65 license but have little/no gaining initial sales experience and/or are have little progression towards…
$45,000 - $60,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for financial coach in dayton oh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial coach jobs near dayton oh

Financial Coach jobs in Dayton, OH

Customer Service Representative jobs in Kissimmee, FL

Call Center Representative jobs in Austin, TX

Customer Service Representative jobs in El Paso, TX

Call Center Representative jobs in Fort Myers, FL

Call Center Representative jobs in Tennessee

Call Center Representative jobs in Denton, TX

Call Center jobs in Brooklyn, NY

Soccer Coach jobs in Rochester, NY

Financial Coach jobs in Hartford, CT

Financial Coach jobs in Nebraska

Lacrosse Coach jobs in Florida

Financial Coach jobs in Raleigh Durham, NC

Financial Coach jobs in Springfield, OH

Track Field Coach jobs in Ohio

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

Wright-Patt Credit Union Inc. -
Dayton, OH

Quick Apply

Job Details

Full-time
12 days ago

Qualifications

MLO License
Opening bank accounts
Financial sales
Email customer support
Phone communication
High school diploma or GED
Financial product expertise
Financial concepts
Customer support for financial loans
Client interaction via phone calls

Full Job Description

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.

1) 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%)

2) 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%)

3) 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%)

4) 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%)

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%)

6) Assist members with questions regarding WPCU products and services as well as resolve members’ complaints. (5%)

7) 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

1) High school diploma or equivalent required; a minimum of 5 years of relevant work experience may be considered in lieu of a diploma. Some post-secondary education is preferred.

2) A minimum of 1 year of customer service experience required.

3) 6-12 months of service experience in the financial industry preferred.

4) NMLS is required.

5) Experience in financial coaching, financial literacy education, or the financial industry is required.

6) Strong customer service and communication skills, with the ability to explain financial concepts clearly required.

7) Hands-on experience with loans, account openings, and guiding members through documentation required.

8) Working knowledge of personal finance, credit, and consumer financial products required.

9) Proficiency in financial software/systems (e.g., MeridianLink, Symitar) and Microsoft Office preferred.

10) Ability to assess member needs, review credit reports, and recommend solutions and make sound decisions with professionalism and optimism preferred.

11) Strong communication and interpersonal skills with the ability to listen, show empathy, and clearly explain financial concepts in person, by phone, or by email.

12) Sound decision-making, problem-solving, and professionalism able to work through regulatory requirements and deliver consistent results.

13) Commitment to member support and continuous learning.

Quick Apply

Refine Your Search

financial coach jobs in dayton oh

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

Call Center - Financial Coach

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for financial coach in dayton oh

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected