- Consultatively interact with members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately addressmembers' 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%)
- Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
- Some post-secondary education is preferred.
- Must be able to learn and apply a variety of software applications.
- Prior experience in a financial environment with management knowledge is preferred
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Sales Representative
2 weeks ago
Dylan Kolarik: Allstate Insurance Dayton, United StatesBenefits for the Insurance Sales Representative: · - Competitive base salary (commensurate with experience) · - Competitive commission structure · - Bonus incentive based on individual/agency performance · - Paid time off - personal time and holidays · - Training/coaching provide ...
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Acme D2-department Manager Starbucks Kiosk
1 week ago
Albertsons Companies Patterson, United StatesThe Department Manager · - Starbucks is first and foremost responsible for customer relations and satisfaction. Responsible for creating a culture where employees are empowered and expected to create an environment of food exploration, innovation and dedication for customers and ...
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Vice President Lending
1 week ago
Universal 1 Credit Union Dayton, United StatesUniversal 1 Credit Union (U1) is a not-for-profit financial institution that exists to create personal, community and financial wellbeing. Our way of life is centered on being Trustworthy, Friendly, and Reliable and our go-to phrase is "Beyond What You Expected". · POSITION PURPO ...
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General Manager
2 weeks ago
Wendy's Dayton, United StatesWhy Wendy's · Under the direction of a District Manager, the General Manager is responsible for the restaurant's daily operations, including, but not limited to: · * Maintain day-to-day financial controls · * Create and manage staff schedules · * Interview, hire, train and orient ...
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General Manager
2 weeks ago
Wendy's Dayton, United StatesWhy Wendy's · Under the direction of a District Manager, the General Manager is responsible for the restaurant's daily operations, including, but not limited to: · * Maintain day-to-day financial controls · * Create and manage staff schedules · * Interview, hire, train and orient ...
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Restaurant Manager
2 weeks ago
Hooters of America, LLC Dayton, United StatesOverview: · Hooters of America LLC is looking for a Restaurant Manager in our Hooters of Dayton · Manages various areas of responsibility within the operation; specifically Hospitality, Guest Satisfaction, Safety, Cleanliness, Drink Presentation and Atmosphere. Assists General Ma ...
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Quality Compliance Manager
1 week ago
Enjet Aero, LLC Dayton, United StatesJob Description · Job DescriptionEnjet Aero machines and fabricates complex jet engine parts, components and assemblies for leading OEMs in the commercial, defense and general aviation sectors. Our goal is to be regarded as an irreplaceable resource by our customers. The only way ...
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Branch Manager
3 weeks ago
PNC Financial Services Group Dayton, United StatesPosition Overview · Job Description · Responsible for leading all aspects of branch performance. Drives revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experi ...
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Operations Manager
2 weeks ago
Cargill, Inc. Dayton, United StatesCargill's size and scale allows us to make a positive impact in the world. Our purpose is to nourish the world in a safe, responsible and sustainable way. · We are a family company providing food, ingredients, agricultural solutions and industrial products that are vital for livi ...
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Branch Manager
1 week ago
KeyCorp Dayton, United StatesLocation:4000 Linden Avenue - Dayton, Ohio 45432 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that i Branch Manager, Manager, Busi ...
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X-Ray Tech/Radiology Tech
1 week ago
Everside Health Dayton, United StatesABOUT THE JOB · The Radiology Technician provides clinical and administrative support in Everside Health's on-site medical clinics. · ESSENTIAL DUTIES & RESPONSIBILITIES · * Directly assist the on-site provider with day-to-day operations; manage patient intake and clinic workflow ...
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Financial Center Manager Associate
3 weeks ago
Fifth Third Dayton, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The Financial Center Manager will participate in a comprehensive, customized on-boar ...
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Financial Center Manager Associate
1 week ago
Fifth Third Dayton, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The Financial Center Manager will participate in a comprehensive, customized on-boar ...
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Financial Center Manager Associate
3 weeks ago
Fifth Third Bank, N.A. Dayton, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The Financial Center Manager will participate in a comprehensive, customized on-boardi ...
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Branch Manager
2 weeks ago
Key Bank Dayton, United StatesOccupation: Banking, Mortgage, Investment · Specialty: Area Manager · Location:4000 Linden Avenue - Dayton, Ohio 45432Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develop ...
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Branch Manager
2 weeks ago
PNC Financial Services Group Dayton, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
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Branch Manager
4 weeks ago
PNC Dayton, United States**Position Overview** · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ...
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Branch Manager
1 week ago
Key Bank Dayton, United StatesLocation: · 4000 Linden Avenue - Dayton, Ohio 45432 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providin ...
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Branch Manager
3 weeks ago
Key Bank Dayton, United StatesLocation: · 4000 Linden Avenue - Dayton, Ohio 45432 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providin ...
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Northwestern Mutual Dayton, United States InternshipSHIPNorthwestern Mutual - · Financial Advisor Development Program · Northwestern Mutual has been helping families and businesses achieve financial security for almost 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empo ...
Financial Coach - Dayton, United States - Wright-Patt Credit Union
Description
Job DescriptionCome join the South Dayton Talent Pool team where you will be floating to our Member Centers located in: Centerville, Beavercreek, Xenia, Wilmington, Springboro, and Northern Cincinnati
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.
