Financial Coach

What you'll do

Branch Operations: Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards, as well as have an understanding of all in-branch service functions including account opening and closing, balancing ATM and cash recycler, loan application processing and teller transaction processing.
Member Education: Provide personalized financial coaching and education to members, helping them develop a deep understanding of personal finance, budgeting, debt management, and savings strategies.
Financial Planning: Assist members in setting and achieving financial goals by creating comprehensive financial plans tailored to their individual circumstances and aspirations.
Credit and Debt Management: Offer guidance on improving credit scores, managing debt effectively, and making informed decisions about loans and credit products.
Budgeting and Savings: Help members create and maintain budgets that align with their financial goals, emphasizing the importance of emergency funds and long-term savings.
Product and Service Guidance: Educate members on our credit union products and services, ensuring they are aware of options that can improve their financial well-being.
Workshops and Seminars: Conduct financial wellness workshops, webinars, and seminars for members, both in-branch and online, covering a range of financial topics.
One-on-One Consultations: Schedule and conduct individual consultations with members to review their financial situations, provide advice, and track progress.
Data Analysis: Utilize financial analysis tools and credit reports to identify areas for improvement and provide data-driven recommendations.
Documentation and Reporting: Maintain accurate records of member interactions, progress, and outcomes. Provide regular reports to management on the impact of the financial wellness program.
Stay Informed: Keep up to date with financial industry trends, regulations, and changes in credit union products and services to provide members with accurate and timely information.
Meet or exceed performance goals.
Perform other duties as assigned, including but not limited to traveling to other branches as staffing needs require.

Knowledge/Skills/Experience Required:

Strong desire to work in a purpose driven organization.
3 to 5 years of experience.
Strong understanding of personal finance, credit, and debt management.
Excellent communication and interpersonal skills.
Experience in conducting financial workshops and one-on-one coaching.
Proficiency in financial software and tools.
Empathy and a passion for helping individuals improve their financial well-being.
Ability to work both independently and as part of a team.
Strong organizational and time management skills.