FINANCIAL WELLNESS ADVISOR (Member Service Representative)
January 2, 2024 District of Columbia
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Labor Credit Union
Location : District of Columbia, DC
Schedule : Full-time
Position Overview
The Financial Wellness Advisor position is an essential position within the Labor Credit Union (Labor CU), enabling the credit union to fulfill its purpose of being the foundation of financial success for our members.
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 & services to our members.
The Financial Wellness Advisor must possess strong financial services and sales skills with an emphasis on solving problems with minimal supervision.
Strong verbal and written communication skills and a desire to help others are essential.
Education & Experience
- Demonstrate a high financial literacy acumen and passion for guiding members to improve their financial well-being through interactions via phone, video, or digital communications.
- Inform and educate members about credit union products or services that meet their needs, assisting them with expanding account relationships and cultivating deeper connections with the credit union.
- Adhere to all established service levels for handling member inquiries through various communication channels, resolving inquiries to the member’s full satisfaction while adhering to credit union policies and regulations.
- Perform other duties as assigned.
Requirements
- Must have similar or related experience in customer service and sales, with a strong desire to help people.
- Excellent communication and customer service skills are required.
- Certified Financial Counselor (CCUFC) certification is required within 12 months of being in the role. Extensions may be granted depending on availability of required coursework and testing schedules.
- High school education or GED required; some college preferred.
- Ability to work accurately and quickly across multiple software and hardware platforms while engaging with members, setting priorities, and managing time effectively with minimal supervision.
- Applicants must have excellent verbal and written communication skills, the ability to be bonded & insured, and be knowledgeable about the services that Labor CU offers.
- Bilingual in English and Spanish is a requirement.
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