The Financial Coach I - MHC delivers extraordinary service while encouraging members and non ... remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet ...
The Financial Coach I - MHC delivers extraordinary service while encouraging members and non ... remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet ...
Remote Insurance Agent
Dayton, OH · Remote
$60K - $110K/yr
About the Company We're a national financial services organization helping families achieve ... Self-motivated, coachable, goal-oriented * Eligible to work in the U.S. * Reliable high-speed ...
Quick apply
Remote Insurance Agent
Dayton, OH · Remote
$60K - $110K/yr
About the Company We're a national financial services organization helping families achieve ... Self-motivated, coachable, goal-oriented * Eligible to work in the U.S. * Reliable high-speed ...
Remote Sales Agent
Piqua, OH · Remote
$69K - $175K/yr
Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the ... Work 100% remotely while helping clients make important financial protection decisions that create ...
Quick apply
Remote Sales Agent
Piqua, OH · Remote
$69K - $175K/yr
Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the ... Work 100% remotely while helping clients make important financial protection decisions that create ...
Remote Sales Agent
Dayton, OH · Remote
$69K - $175K/yr
Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the ... Work 100% remotely while helping clients make important financial protection decisions that create ...
Quick apply
Remote Sales Agent
Dayton, OH · Remote
$69K - $175K/yr
Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the ... Work 100% remotely while helping clients make important financial protection decisions that create ...
Remote Sales Agent
Washington Court House, OH · Remote
$69K - $175K/yr
Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the ... Work 100% remotely while helping clients make important financial protection decisions that create ...
Quick apply
Remote Sales Agent
Washington Court House, OH · Remote
$69K - $175K/yr
Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the ... Work 100% remotely while helping clients make important financial protection decisions that create ...
Remote Sales Agent
Springfield, OH · Remote
$69K - $175K/yr
Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the ... Work 100% remotely while helping clients make important financial protection decisions that create ...
Quick apply
Remote Sales Agent
Springfield, OH · Remote
$69K - $175K/yr
Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the ... Work 100% remotely while helping clients make important financial protection decisions that create ...
Work from Home Insurance agent
Dayton, OH · Remote
$800 - $1.2K/wk
At Meron Financial Agency, your office is wherever you do your best work - and your income reflects ... We are expanding our remote team and actively looking for self-motivated agents in the Houston area ...
Work from Home Insurance agent
Dayton, OH · Remote
$800 - $1.2K/wk
At Meron Financial Agency, your office is wherever you do your best work - and your income reflects ... We are expanding our remote team and actively looking for self-motivated agents in the Houston area ...
Work from Home Insurance agent
Dayton, OH · On-site +1
$150K - $200K/yr
At Meron Financial Agency, your office is wherever you do your best work - and your income reflects ... We are expanding our remote team and actively looking for self-motivated agents in the Houston area ...
Work from Home Insurance agent
Dayton, OH · On-site +1
$150K - $200K/yr
At Meron Financial Agency, your office is wherever you do your best work - and your income reflects ... We are expanding our remote team and actively looking for self-motivated agents in the Houston area ...
Work from Home Insurance agent
Dayton, OH · On-site +1
$150K - $200K/yr
At Meron Financial Agency, your office is wherever you do your best work - and your income reflects ... We are expanding our remote team and actively looking for self-motivated agents in the Houston area ...
Work from Home Insurance agent
Dayton, OH · On-site +1
$150K - $200K/yr
At Meron Financial Agency, your office is wherever you do your best work - and your income reflects ... We are expanding our remote team and actively looking for self-motivated agents in the Houston area ...
Vice President of Financial Intelligence Unit
London, OH · Remote
$119K - $160K/yr
Assigned workspace in your local officeor remote work support * Company-issued equipment ... Leading the global FIU function and providing direct leadership, coaching, prioritization, and ...
Vice President of Financial Intelligence Unit
London, OH · Remote
$119K - $160K/yr
Assigned workspace in your local officeor remote work support * Company-issued equipment ... Leading the global FIU function and providing direct leadership, coaching, prioritization, and ...
Pgm Cost Control Analyst
Dayton, OH · On-site +1
$100K - $110K/yr
This role can be fully remote. Salary range for this role is $100,000-$110,000 Essential Job ... Ensure contractual requirements are met and customer financial deliverables are accurate and on ...
Pgm Cost Control Analyst
Dayton, OH · On-site +1
$100K - $110K/yr
This role can be fully remote. Salary range for this role is $100,000-$110,000 Essential Job ... Ensure contractual requirements are met and customer financial deliverables are accurate and on ...
Contract Specialist I
Dayton, OH · Remote
$44K - $54K/yr
This position is fully remote. You will provide professional acquisition support to the NCO6 Supply ... Prepare letters, memoranda, documents, and reports supporting contractual actions or ...
Quick apply
Contract Specialist I
Dayton, OH · Remote
$44K - $54K/yr
This position is fully remote. You will provide professional acquisition support to the NCO6 Supply ... Prepare letters, memoranda, documents, and reports supporting contractual actions or ...
Remote Position - Work From Home P/T-F/T
Vandalia, OH · On-site +1
The Gibbons Group is seeking a driven and coachable individual! You will become your own boss in ... Financial etc. Only a small handful of companies offer these products and we partner with most of ...
Remote Position - Work From Home P/T-F/T
Vandalia, OH · On-site +1
The Gibbons Group is seeking a driven and coachable individual! You will become your own boss in ... Financial etc. Only a small handful of companies offer these products and we partner with most of ...
... coachable people who want to build a meaningful career helping families protect their financial future. This is a remote , commission-based opportunity where you can work part-time or full-time , ...
Quick apply
... coachable people who want to build a meaningful career helping families protect their financial future. This is a remote , commission-based opportunity where you can work part-time or full-time , ...
Air Power Solutions Mission Program Manager
Beavercreek, OH · On-site +1
$142K - $266K/yr
... financial and contractual objectives. Provide people leadership through coaching, mentorship ... Remote : If this position is listed as remote, there may still be occasions when you are required ...
Air Power Solutions Mission Program Manager
Beavercreek, OH · On-site +1
$142K - $266K/yr
... financial and contractual objectives. Provide people leadership through coaching, mentorship ... Remote : If this position is listed as remote, there may still be occasions when you are required ...
Manager In Training (Work From Home)
Dayton, OH · On-site +1
This opportunity is ideal for someone who is driven, coachable, and ready to grow in a career where ... Best for financial strength Backed by Globe Life, a parent company serving millions of ...
Manager In Training (Work From Home)
Dayton, OH · On-site +1
This opportunity is ideal for someone who is driven, coachable, and ready to grow in a career where ... Best for financial strength Backed by Globe Life, a parent company serving millions of ...
Entry Level Sales
Dayton, OH · On-site +1
$30K - $160K/yr
That includes daily team coaching, one-on-one mentorship, weekly group training, and a community of ... This is a remote position with flexible hours * Full-time is strongly preferred, though part-time ...
Entry Level Sales
Dayton, OH · On-site +1
$30K - $160K/yr
That includes daily team coaching, one-on-one mentorship, weekly group training, and a community of ... This is a remote position with flexible hours * Full-time is strongly preferred, though part-time ...
Senior Director, Solution Design
Vandalia, OH · On-site +1
$156K - $242K/yr
This position is remote with approximately 50% travel, and the ideal candidate will reside near a ... The role partners closely with Sales, Operations, Commercial Finance, and Marketing to design ...
Senior Director, Solution Design
Vandalia, OH · On-site +1
$156K - $242K/yr
This position is remote with approximately 50% travel, and the ideal candidate will reside near a ... The role partners closely with Sales, Operations, Commercial Finance, and Marketing to design ...
Contractual Remote Financial Coach information
See Springfield, OH salary details
$4.76 - $6.73
0% of jobs
$6.73 - $8.70
0% of jobs
$8.70 - $10.67
0% of jobs
$10.67 - $12.64
0% of jobs
$12.64 - $14.61
0% of jobs
$14.61 - $16.57
22% of jobs
$17 is the 25th percentile. Wages below this are outliers.
$16.57 - $18.54
15% of jobs
The median wage is $19.76 / hr.
$18.54 - $20.51
22% of jobs
$20.51 - $22.48
10% of jobs
$23.22 is the 75th percentile. Wages above this are outliers.
$22.48 - $24.45
17% of jobs
$24.45 - $26.42
15% of jobs
$4
$20
$26
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Full-time
Posted 20 days ago
Wright-Patt Credit Union rating
5.8
Based on 8 frontline employees who took The Breakroom Quiz
Job description
The Financial Coach I - MHC 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 which includes consumer lending, new account establishment and account servicing activities that originate through remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet their financial needs.
1) Provide extraordinary member service by engaging with members to help meet their financial needs, proactively recommend credit union products and services- including loan protection products, referrals to other lines of business, and accurately address members' service needs. Increase member engagement and use of the cooperative by educating members on ease of use and convenience services. Ensure 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. (30%)
2) Accurately process consumer loan applications (i.e., Credit Card, Personal, Auto, & Home Equity Loans) for new and existing members and perform maintenance on members' accounts as requested via a high-volume Contact Center. (25%)
3) Engaging with members and non-members to help meet their new account and lending needs by consulting with them on their overall financial wellness, including credit reports. Proactively and efficiently coordinate with the member(s) after application has been submitted. Collect required material/documents in order to ensure Credit Union policy/risk is followed. Demonstrates an attention to detail that allows for identifying fraud and red flags found on applications via the online channel. Analyze alerts to mitigate fraud using fraud prevention tools and resources. (20%)
4) Review application for accuracy, prepare closing documentation, and fund approved loans utilizing electronic signature or make arrangements for the member to close in the Member Center Network. (10%)
5) Ask open-ended questions to uncover member's expressed or unexpressed needs to recommend suitable deposit account and loan products. Proactively review and analyze member's credit report in an effort to uncover competitive buyout opportunities and improve members financial wellness. (5%)
6) Assist Members with questions regarding WPCU products and services as well as resolve member escalations. This may require Financial Coaches to assist in any Member Help Center queue. (5%)
7) Perform miscellaneous duties as required. (5%)
What Wright-Patt Credit Union employees say
Pay
Hours and flexibility
Workplace
Get the full story on Breakroom
About Wright-Patt Credit Union
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Beavercreek, OH, US
Year founded
1932