- 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%)
- Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
- S ome 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
-
Financial Coach
3 days ago
Wright-Patt Credit Union, Inc. Columbus, United States Full timeFinancial Coach - Full Time (38 Hours) var a 2 aconfig = a 2 aconfig || {}; a 2 aconfig.onclick = 1; Category. Member Center Network --> Columbus. Job Location. Columbus, Ohio. Work Type. Standard. Position Type. Full-Time/ Regular. Come join the Col Financial, Coach, Banking ...
-
Financial Coach
2 weeks ago
Wright-Patt Credit Union Columbus, United States Full timeJob Description · Come join the Columbus Talent Pool team where you will be floating to our locations in: Hilliard, Grandview Yard, Lane Ave., Graceland, Gahanna, Grove City, Canal Winchester, and Reynoldsburg · The Financial Coach I delivers extraordinary service while encourag ...
-
Assistant Branch Manager
2 weeks ago
PNC Columbus, United StatesPosition 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. As a(n) [position title] within PNC's [name of division] organization, you will be base ...
-
Team Lead, Kroger/Albertsons
1 week ago
Wells Enterprises Ohio, United States Full timeWells Enterprises has an exciting opportunity to lead our Kroger/Albertsons sales team. The Team Lead heads all sales for Wells branded products on the Kroger/Albertsons account, along with managing 2-3 of our Business Development Managers. They will be responsible for achieving ...
-
Assistant Coach
2 weeks ago
The Ohio State University Columbus, United States Full timeCurrent Employees and Students · : If you are currently employed or enrolled as a student at The Ohio State University, please log in to Workday to use the internal application process. · Welcome to The Ohio State University's career site. We invite you to apply to positions ...
-
Audit Manager
5 days ago
Huntington Bancshares Incorporated Columbus, United States Full timeDescription · Summary: · Huntington is a full-service banking provider primarily operating across an eleven-state banking franchise of Ohio, Colorado, Illinois, Indiana, Kentucky, Michigan, Minnesota, Pennsylvania, South Dakota, West Virginia, and Wisconsin. Our "Welcome" philos ...
-
Office/Operations Manager
2 weeks ago
Frankel Staffing Partners Columbus, United StatesOur client, a highly successful boutique firm that provides business consulting and executive coaching services to clients from start-ups to Fortune 50 companies, is actively recruiting for an exceedingly competent candidate to join its Management team. · This is a diverse and ch ...
-
Store Manager
4 days ago
Pet Supermarket Columbus, United StatesIf you are looking to join one of the largest retail operations dedicated to providing Pet Parents with the best selection of pet care items and passionate customer service, join the Pet Supermarket team Our Store Managers possess some of the following key skills: Outgoing, upbea ...
-
Operations Manager/Administrator
4 days ago
Nationwide Children's Hospital Columbus, United StatesThe Center Administrator is responsible for the business management and operations of the Center of Perinatal Research. The Center Administrator works closely with faculty, administrative staff and various other ancillary and support functions and is responsible for the planning, ...
-
Financial Advisor
2 weeks ago
Hamilton Capital Columbus, United StatesThank you for your interest in Hamilton Capital. · This position is not currently available; however, we are a growing organization and anticipate future opportunities. · We welcome you to periodically check our website for any updates. · _________________________________________ ...
-
Assistant General Manager-Towne Mall-0173
2 weeks ago
Frisch\'s Restaurants Inc. Franklin, United StatesJob Description · The AGM supports the GM in achieving the restaurant's objectives and aligning with Frisch's vision of being an outstanding workplace, dining venue, and business. This role is key to staff training and development, cost management, inventory ordering, and assist ...
-
Enrollment Coach
2 weeks ago
Anthology Inc Columbus, United StatesDescription · Enrollment CoachRemote - US The Opportunity: Anthology offers the largest EdTech ecosystem on a global scale, supporting over 150 million users in 80 countries. Our mission is to provide dynamic, data-informed experiences to the global education community so that l ...
-
Facility Maintenance Supervisor
2 weeks ago
Abbott Columbus, United StatesAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medic ...
-
Patient Experience Coordinator
2 weeks ago
The Ohio State University Columbus, United States Full timeCurrent Employees and Students · : If you are currently employed or enrolled as a student at The Ohio State University, please log in to Workday to use the internal application process. · Welcome to The Ohio State University's career site. We invite you to apply to positions ...
-
Commercial Property Manager
4 days ago
Equity Commercial Real Estate Solutions Columbus, United StatesEquity ECS is a national, full-service commercial real estate firm headquartered in Columbus, OH, with regional offices in Atlanta, Austin, Chicago, Cincinnati, Dayton, Orlando, San Antonio, and Tampa. As one of a limited number of firms that can offer a uniquely tailored service ...
-
Assistant Store Leader
2 weeks ago
Market District Columbus, United StatesJob Summary · The position of Assistant Store Leader is intended as a developmental role for the Store Leader position. It is essential to lead and model, understand, enforce and promote safety processes and requirements. Lead by representing the organization in a professional ma ...
-
Customer Advocacy Response Team Manager
1 week ago
Huntington National Bank Columbus, United States Full timeDescription · As the leader of the Customer Advocacy Response Team, you will be responsible for the effective oversight and management of a centralized team responsible for managing escalated and other complaints within the Enterprise. We strive to provide the highest level of s ...
-
Solutions Team Leader
4 weeks ago
Intellinetics, Inc. Ohio, United StatesIntellinetics is seeking a self-starting, goal-oriented person who is ready to accelerate their professional journey by stepping in to fill the role of Solutions Team Leader at Intellinetics. You will be joining a high-performance, high-growth team with a leading digital transfor ...
-
Operations Supervisor
2 days ago
Penske Transportation Solutions Columbus, United States Full timeResponsibilities · : People - Establish and sustain that all supervisors and associates are trained and competent and understand how their work relates to the customers' business objectives - Establish and sustain that performance standards are communicated that are specific and ...
-
Shift Manager
2 weeks ago
Dunkin' Columbus, United States Full timeWe have IMMEDIATE openings for Shift Managers to help lead our Dunkin' team · Shift Managers support the Restaurant Manager in their efforts to develop a team of dedicated people delivering great and friendly guest experiences and profitable top line sales. They assist in the dev ...
Financial Coach - Columbus, United States - Wright-Patt Credit Union Inc.
Description
Come join the Columbus Talent Pool team where you will be floating to our locations in: Hilliard, Grandview Yard, Lane Ave.
, Graceland, Gahanna, Grove City, Canal Winchester, and ReynoldsburgThe 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.
