Labor Credit Union
Financial Wellness Advisor (Branch)
Labor Credit Union, Washington, District of Columbia, us, 20022
Join to apply for the
Financial Wellness Advisor (Branch)
role at Labor Credit Union Base pay range
$18.00/hr - $22.00/hr The
Financial Wellness Advisor
position is an essential role within Labor Credit Union (Labor CU) that enables the credit union to live up to its purpose of supporting members' financial success by carrying out the duties and responsibilities outlined below. Labor CU aims to be
Bold & Innovative ,
Convenient ,
Inclusive , exhibit a
Culture of Leadership , and
Financial Stability . This role delivers exceptional financial service by telephone and through electronic (text) or digital channels (emails and chats), while successfully recommending and referring Labor CU products & services to members. The Financial Wellness Advisor must possess strong financial services and sales skills with an emphasis on solving problems with minimal supervision. Must also possess strong verbal and written communication skills and have a desire to help others. Primary Duties & Responsibilities: Demonstrate a high financial literacy acumen and passion for guiding members to improve the member’s financial well-being. Through interactions with members via phone, video, or digital communications, determine member needs and goals, and provide information and options for the member to realize financial stability and wellness. Inform and educate members about credit union products or services that meet the member’s needs, assist the member with expanding the account relationship through the opening or activation of products and services, and cultivate a deeper relationship between the credit union and the members. Adhere to all established service levels for handling member inquiries through phone, video, email, or chat, or other digital communication channels, resolving member inquiries to the member’s full satisfaction. Serve as the main point of contact with the member through resolution of issues, regardless of handoff or referrals to additional support departments for completion of requests. Remain cognizant of and adhere to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Performs other duties as assigned. Position Requirements Must have similar or related experience, particularly regarding customer service, sales, and a desire to help people. A minimum of three years of experience in a banking or financial institution is required. Excellent communication combined with customer service skills required. Certified Credit Union Financial Counselor (CCUFC) certification is required within 12 months of being in the role. Certain extensions may be granted depending on availability of required coursework and testing schedules. High school education or GED required; some college preferred. Ability to work accurately and efficiently across multiple software and hardware platforms while engaging with members, setting priorities, and managing time effectively with minimal supervision. Applicants must have excellent verbal and written communication skills, be bonded & insured, and be knowledgeable on Labor CU services. Employment is contingent upon the successful completion of a background check. Training will be conducted at the Labor Credit Union Washington, D.C. headquarters location. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Banking
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Financial Wellness Advisor (Branch)
role at Labor Credit Union Base pay range
$18.00/hr - $22.00/hr The
Financial Wellness Advisor
position is an essential role within Labor Credit Union (Labor CU) that enables the credit union to live up to its purpose of supporting members' financial success by carrying out the duties and responsibilities outlined below. Labor CU aims to be
Bold & Innovative ,
Convenient ,
Inclusive , exhibit a
Culture of Leadership , and
Financial Stability . This role delivers exceptional financial service by telephone and through electronic (text) or digital channels (emails and chats), while successfully recommending and referring Labor CU products & services to members. The Financial Wellness Advisor must possess strong financial services and sales skills with an emphasis on solving problems with minimal supervision. Must also possess strong verbal and written communication skills and have a desire to help others. Primary Duties & Responsibilities: Demonstrate a high financial literacy acumen and passion for guiding members to improve the member’s financial well-being. Through interactions with members via phone, video, or digital communications, determine member needs and goals, and provide information and options for the member to realize financial stability and wellness. Inform and educate members about credit union products or services that meet the member’s needs, assist the member with expanding the account relationship through the opening or activation of products and services, and cultivate a deeper relationship between the credit union and the members. Adhere to all established service levels for handling member inquiries through phone, video, email, or chat, or other digital communication channels, resolving member inquiries to the member’s full satisfaction. Serve as the main point of contact with the member through resolution of issues, regardless of handoff or referrals to additional support departments for completion of requests. Remain cognizant of and adhere to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Performs other duties as assigned. Position Requirements Must have similar or related experience, particularly regarding customer service, sales, and a desire to help people. A minimum of three years of experience in a banking or financial institution is required. Excellent communication combined with customer service skills required. Certified Credit Union Financial Counselor (CCUFC) certification is required within 12 months of being in the role. Certain extensions may be granted depending on availability of required coursework and testing schedules. High school education or GED required; some college preferred. Ability to work accurately and efficiently across multiple software and hardware platforms while engaging with members, setting priorities, and managing time effectively with minimal supervision. Applicants must have excellent verbal and written communication skills, be bonded & insured, and be knowledgeable on Labor CU services. Employment is contingent upon the successful completion of a background check. Training will be conducted at the Labor Credit Union Washington, D.C. headquarters location. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Banking
#J-18808-Ljbffr