Talent.com
Wright-Patt Credit Union Inc.
Financial Coach I - Full Time (40-Hours) - NorthWright-Patt Credit Union Inc. • Dayton, OH, US
No longer accepting applications
Financial Coach I - Full Time (40-Hours) - North

Financial Coach I - Full Time (40-Hours) - North

Wright-Patt Credit Union Inc. • Dayton, OH, US
30+ days ago
Job type
  • Full-time
Job description

🌟 Empower Members. Inspire Hope. Grow Your Career. 🌟
Are you passionate about building hope and improving financial well-being in your community?

Do you thrive on delivering exceptional service, have a member-first mindset, and love helping others reach their goals?

The North Region is looking for Financial Coaches who bring energy, enthusiasm, and a strong sense of care and accuracy in everything they do. This is a fantastic opportunity to serve across 8 Member Center locations in the North Region—building connections, expanding your skills, and making a real impact.

If you're ready to grow, connect, and serve with purpose—apply today and take the next step in your career with WPCU

The 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.

  • 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%)


Required Skills
  • Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
  • Some 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


Required Experience
  • Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
  • Some 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
Create a job alert for this search

Financial Coach I - Full Time (40-Hours) - North • Dayton, OH, US

Similar jobs

Earn $60K–$160K While Helping a Family Grow

Roots SurrogacyBrookville, OH, US
Full-time

Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Show more

 • Promoted

Personal Financial Counselor; Assignment Ready Counselor- Ohio

Magellan HealthDayton, OH, United States
Full-time

Personal Financial Counselor; Assignment Ready Counselor- Ohio.This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-dep... Show more

 • Promoted

Travel Occupational Therapist (OT) - $949 to $1,098 per week in Brookville, OH

AlliedTravelCareersBrookville, OH, US
$949.00 weekly
Full-time

Host Healthcare is an award-winning travel healthcare company with an immediate opening for this Occupational Therapist position in Brookville, OH.If you are interested in this position, please con... Show more

 • Promoted

Financial Counselor

Aya HealthcareDayton, OH, United States
Full-time

Patient And Family Financial Advocate.Under the direction of the Pre-Service Operations Manager, the Patient and Family Financial Advocate is responsible for providing patients with an exceptional ... Show more

 • Promoted

Hair Stylist - Shoppes of Northwoods

Great ClipsVandalia, OH, US
Full-time +1

Join a locally owned Great Clips salon, the world's largest salon brand, and be one of the GREATS! Whether you're new to the industry or have years behind the chairgreat opportunities await!!.Snip,... Show more

 • Promoted

Wealth Management Banker- West ChesterJob Id2026-0013415LocationWest Chester, OH, United

US BankWest Chester, OH, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Assistant Coach (Assistant Store Manager)

Rally HouseDayton, OH, United States
Full-time

Rally House is a specialty retail store that carries all things local! We are looking for people who enjoy working for a growing organization, as we currently operate 300+ stores nationwide, with m... Show more

 • Promoted

Financial Services Representative - State Farm Agent Team Member

Andy Mcmahon - State Farm AgentMason, OH, United States
Full-time

Are You Driven Ambitious?/h2pWe are a very busy office and are looking for our next great team member.We attribute our success to having a fun, energetic environment that is an enjoyable place to ... Show more

 • Promoted

Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationMonroe, Ohio
$50.00 hourly
Remote
Full-time

DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more

 • Promoted

Financial Representative

Western & Southern LifeTroy, OH, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

 • Promoted

Home Health STNA - PRN

Patriot at HomeLoveland, OH, United States
Part-time

Homecare - Home Health STNA - PRN.Territory: 30 mile radius of Loveland Ohio.Business Hours: Monday - Friday, 8:00 AM to 4:30 PM.Patriot is veteran owned and family operated.Patriot At Home is a pl... Show more

 • Promoted

College Financial Representative, Internship Program

Northwestern MutualDayton, OH, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

 • Promoted

Remote Finance Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationTipp City, Ohio
$50.00 hourly
Remote
Full-time

DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more

 • Promoted

Insurance and Financial Services Position - State Farm Team Member

Clinton Coble - State Farm AgentDayton, OH, United States
Full-time

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.State Farm agents are independent contractors who hire their own employees.Stat... Show more

 • Promoted

Voya Financial Advisors Dayton

Voya Financial AdvisorsDayton, OH, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the Dayton area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)... Show more

 • Promoted

Financial Advisor - Akron/Canton, OH

Thrivent Financial for LutheransDayton, OH, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

 • Promoted

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyDayton, OH, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

 • Promoted

Associate Financial Advisor

Ameriprise FinancialMiamisburg, OH, United States
Full-time

We are seeking an Associate Financial Advisor to work alongside a Personal Financial Advisor to manage the relationships of roughly 50 to 250 "best fit" client households in our Dayton, Ohio office... Show more

 • Promoted

Financial Analyst

Global Channel ManagementMason, OH, United States
Full-time

About the Job Financial Analyst.Financial Analyst needs 2+ years of experience in Finance, Accounting or related field.Finance, Accounting or related field.Strong analytical and problem-solving ski... Show more

 • Promoted

Account Manager - State Farm Agent Team Member

David Yenney - State Farm AgentVandalia, OH, United States
Full-time

We are a growing agency with big dreams and lots of potential.We are an established, growth-oriented agency with a team of highly motivated individuals.We attribute our success to having a fun, ene... Show more