[Remote] Financial Wellness Advisor
Note: The job is a remote job and is open to candidates in USA. Labor Credit Union is committed to being the foundation of financial success for its members. The Financial Wellness Advisor role focuses on delivering exceptional financial services and guiding members to improve their financial well-being through various communication channels.
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, assists the member with expanding the account relationship through the opening or activation of products and services, and cultivating a deeper relationship between the credit union and the members
- Adhering 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 of the outcome
- Serves as the main point of contact with member through resolution of issues, regardless of handoff or referrals to additional support departments for completion of requests
- Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act
- Performs other duties as assigned
Skills
- Must have similar or related experience, particularly regarding customer service, sales, and a desire to help people
- Excellent communication combined with customer service skills required
- High school education or GED required; some college preferred
- Ability to work accurately and quickly across multiple software and hardware platforms while carrying on discussions with members, set priorities and manage time effectively with minimal supervision
- Applicants must have excellent verbal and written communication skills, have ability to be bonded & insured, and be knowledgeable on the services that the Labor CU offers
- FiCEP (Financial Counseling Certification Program) / CCUFC designation is preferred
- Some college preferred
Company Overview