... remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet ... needs by consulting with them on their overall financial wellness, including credit reports.
... remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet ... needs by consulting with them on their overall financial wellness, including credit reports.
Entry Level Sales Associate (Home-Based)
Cleveland, OH · Remote
$85K - $150K/yr
As a Remote Entry Level Sales Associate, you'll learn the ropes of financial sales, manage client ... Lead virtual consultations, uncovering goals and delivering smart, tailored financial plans. * Stay ...
Quick apply
Entry Level Sales Associate (Home-Based)
Cleveland, OH · Remote
$85K - $150K/yr
As a Remote Entry Level Sales Associate, you'll learn the ropes of financial sales, manage client ... Lead virtual consultations, uncovering goals and delivering smart, tailored financial plans. * Stay ...
Sales Consultant (Remote)
Columbus, OH · On-site +1
$10K - $20K/mo
We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position. Availability: Work-life balance is the foundation on ...
Sales Consultant (Remote)
Columbus, OH · On-site +1
$10K - $20K/mo
We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position. Availability: Work-life balance is the foundation on ...
Sales Director
Cincinnati, OH · Remote
Sales Director Setting/Hours: 100% Remote | Full-time Join trak group in partnering with a growing ... Build, lead, and coach a high-performing revenue organization focused on new business development ...
Sales Director
Cincinnati, OH · Remote
Sales Director Setting/Hours: 100% Remote | Full-time Join trak group in partnering with a growing ... Build, lead, and coach a high-performing revenue organization focused on new business development ...
Remote Customer Sales Representative
Cleveland, OH · Remote
$85K - $150K/yr
Virtual Consultations: Conducting professional online meetings and phone consultations to advise ... Master your craft through structured, direct coaching alongside experienced industry authorities.
Quick apply
Remote Customer Sales Representative
Cleveland, OH · Remote
$85K - $150K/yr
Virtual Consultations: Conducting professional online meetings and phone consultations to advise ... Master your craft through structured, direct coaching alongside experienced industry authorities.
Tax Senior Manager
Akron, OH · Remote
Tax Senior Manager Remote flexibility with offices near Akron or Youngstown, OH Responsibilities ... Provide strategic tax planning and consulting services to business owners and high net worth ...
Quick apply
Tax Senior Manager
Akron, OH · Remote
Tax Senior Manager Remote flexibility with offices near Akron or Youngstown, OH Responsibilities ... Provide strategic tax planning and consulting services to business owners and high net worth ...
Remote Customer Sales Representative
Cincinnati, OH · Remote
$85K - $150K/yr
Virtual Consultations: Conducting professional online meetings and phone consultations to advise ... Master your craft through structured, direct coaching alongside experienced industry authorities.
Quick apply
Remote Customer Sales Representative
Cincinnati, OH · Remote
$85K - $150K/yr
Virtual Consultations: Conducting professional online meetings and phone consultations to advise ... Master your craft through structured, direct coaching alongside experienced industry authorities.
Senior Roadway Designer
Canton, OH · On-site +1
$95K - $101K/yr
GAI Consultants, Inc. is seeking a Senior Project Engineer (Roadway Design) to work within our Ohio ... Remote and/or Hybrid work options (home or office) are also viable options, and the successful ...
Senior Roadway Designer
Canton, OH · On-site +1
$95K - $101K/yr
GAI Consultants, Inc. is seeking a Senior Project Engineer (Roadway Design) to work within our Ohio ... Remote and/or Hybrid work options (home or office) are also viable options, and the successful ...
Senior Roadway Designer
Columbus, OH · On-site +1
$97K - $104K/yr
GAI Consultants, Inc. is seeking a Senior Project Engineer (Roadway Design) to work within our Ohio ... Remote and/or Hybrid work options (home or office) are also viable options, and the successful ...
Senior Roadway Designer
Columbus, OH · On-site +1
$97K - $104K/yr
GAI Consultants, Inc. is seeking a Senior Project Engineer (Roadway Design) to work within our Ohio ... Remote and/or Hybrid work options (home or office) are also viable options, and the successful ...
Overview HR Business Partner This position is Remote and candidates must be based in Chicago ... Through coaching and consulting, work with leaders on the importance and practice of delivering an ...
Overview HR Business Partner This position is Remote and candidates must be based in Chicago ... Through coaching and consulting, work with leaders on the importance and practice of delivering an ...
Licensed Life Insurance Producer
Cincinnati, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
Quick apply
Licensed Life Insurance Producer
Cincinnati, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
Licensed Life Insurance Producer
Bowling Green, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
Quick apply
Licensed Life Insurance Producer
Bowling Green, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
Licensed Life Insurance Producer
Columbiana, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
Quick apply
Licensed Life Insurance Producer
Columbiana, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
Licensed Life Insurance Producer
Cleveland, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
Quick apply
Licensed Life Insurance Producer
Cleveland, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
Licensed Life Insurance Producer
North Canton, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
Quick apply
Licensed Life Insurance Producer
North Canton, OH · Remote
$50K - $100K/yr
Remote (Work from anywhere) ● Compensation: 1099 Independent Contractor -- Commission Only ... consultative sales skills ● Self-driven, coachable, and comfortable working independently as a ...
IFS Cloud Functional Lead
Cincinnati, OH · On-site +1
$53.50 - $71.50/hr
Coordinate and coach functional consultants across onshore and offshore teams, owning functional ... In-office, remote. Here's what you need: * Minimum of 5+ years of IFS experience, including ...
IFS Cloud Functional Lead
Cincinnati, OH · On-site +1
$53.50 - $71.50/hr
Coordinate and coach functional consultants across onshore and offshore teams, owning functional ... In-office, remote. Here's what you need: * Minimum of 5+ years of IFS experience, including ...
IFS Cloud Functional Lead
Columbus, OH · On-site +1
$53.75 - $72/hr
Coordinate and coach functional consultants across onshore and offshore teams, owning functional ... In-office, remote. Here's what you need: * Minimum of 5+ years of IFS experience, including ...
IFS Cloud Functional Lead
Columbus, OH · On-site +1
$53.75 - $72/hr
Coordinate and coach functional consultants across onshore and offshore teams, owning functional ... In-office, remote. Here's what you need: * Minimum of 5+ years of IFS experience, including ...
IFS Cloud Functional Lead
Hartford, OH · On-site +1
$50.25 - $67/hr
Coordinate and coach functional consultants across onshore and offshore teams, owning functional ... In-office, remote. Here's what you need: * Minimum of 5+ years of IFS experience, including ...
IFS Cloud Functional Lead
Hartford, OH · On-site +1
$50.25 - $67/hr
Coordinate and coach functional consultants across onshore and offshore teams, owning functional ... In-office, remote. Here's what you need: * Minimum of 5+ years of IFS experience, including ...
Distributor Training Advisor
Cleveland, OH · Remote
$120K - $150K/yr
... training, coaching, and consulting services, and contribute to the development of sales tools ... remote work environment with travel required for client meetings, conferences, events, training ...
Distributor Training Advisor
Cleveland, OH · Remote
$120K - $150K/yr
... training, coaching, and consulting services, and contribute to the development of sales tools ... remote work environment with travel required for client meetings, conferences, events, training ...
IFS Cloud Functional Lead
Cleveland, OH · On-site +1
$54 - $72.25/hr
Coordinate and coach functional consultants across onshore and offshore teams, owning functional ... In-office, remote. Here's what you need: * Minimum of 5+ years of IFS experience, including ...
IFS Cloud Functional Lead
Cleveland, OH · On-site +1
$54 - $72.25/hr
Coordinate and coach functional consultants across onshore and offshore teams, owning functional ... In-office, remote. Here's what you need: * Minimum of 5+ years of IFS experience, including ...
Remote Coaching Consulting information
What is remote coaching consulting?
What are the key skills and qualifications needed to thrive as a remote coaching consultant, and why are they important?
How do remote coaching consultants typically collaborate with clients and teams to ensure effective outcomes?
What is the difference between Remote Coaching Consulting vs Remote Career Coaching?
| Aspect | Remote Coaching Consulting | Remote Career Coaching |
|---|---|---|
| Credentials | Certifications in coaching, consulting, or related fields | Certifications in career coaching or counseling |
| Work Environment | Client organizations, individual clients, online platforms | Individuals seeking career guidance, online sessions |
| Industry Usage | Business, education, health, personal development | Job search, career transition, professional growth |
Remote Coaching Consulting involves providing strategic advice and coaching to organizations or individuals on various topics, often including leadership, wellness, or performance. Remote Career Coaching specifically focuses on guiding clients through career development, job searches, and professional transitions. While both roles require coaching certifications and involve online work, their target audiences and objectives differ significantly.
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Full-time
Posted 7 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