Job Information
Labor Credit Union Financial Wellness Advisor (Member Service Representative) (Full-Time) in Washington, District Of Columbia
+-----------------------------------------------------------------------+ | Position:Financial Wellness Advisor (Member Service Representative) | | (Full-Time) | +-----------------------------------------------------------------------+ | ------------ ---------------------------------------------------- | | Location:? Suitland Federal Center, MD and Marlow Heights, MD | | ------------ ---------------------------------------------------- | +-----------------------------------------------------------------------+ | Remote Status:?Remote | +-----------------------------------------------------------------------+ | Job Id:FWA-005 | +-----------------------------------------------------------------------+ | # of Openings:2 | | | | Hourly Rate: $18/hour | +-----------------------------------------------------------------------+ | | +-----------------------------------------------------------------------+ | Position Summary: | | | | | | The?Financial Wellness Advisor?position is an essential position | | within the Labor Credit Union (Labor CU), that enables the credit | | union to live up to our purpose of being the foundation of financial | | success for our members by successfully carrying out the duties and | | responsibilities outlined below.?Labor CU?aims to be?Bold and | | Innovative,?Convenient, and?Inclusive, exhibit a Culture | | of?Leadership, and?Financial Stability. This role delivers | | exceptional financial service by telephone and through electronic | | (text) or digital channels (emails and chats), while successfully | | recommending and referring Labor CU products and services to our | | members. The Financial Wellness Advisor must possess strong financial | | services and sales skills with a strong emphasis on solving problems | | with minimal supervision.? Must also possess strong verbal and | | written communication skills and have a desire to help others. | | | | Primary Duties and Responsibilities: | | | | ? | | | | - Demonstrate a high financial literacy acumen and passion for | | guiding members to improve the members 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. | | | | {=html} | | | | | | - Inform and educate members about credit union products or | | services that meet the members needs, assists the member with | | expanding the account relationship through the opening or | | activation of products and serv ces, and cultivating a deeper | | relationship between the credit union and the members. | | | | {=html} | | | | | | - 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 members | | full satisfaction of the outcome. Serves as the main point of | | contact with members 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. | | | | {=html} | | | | | | - Performs other duties as assigned. | | | | | | | | Position Requirements: | | | | ? | | | | - Must have similar or related experience, particularly regarding | | customer service, sales, and a desire to help people. | | | | {=html} | | | | | | - Excellent communication combined with customer service skills | | required. | | | | {=html} | | | | | | - Certified Financial Counselor (CCUFC) certification is required | | within 12 months of being in the role.? Certain extensions may be | | granted depending on the availability of required coursework and | | testing schedules. | | | | {=html} | | | | | | - High school education or GED required; some college preferred. | | | | {=html} | | | | | | - Ability to work accurately and quickly across multiple software | | and hardware platforms while carrying on discussions with | | members, setting priorities, a