Member Wellness Coach chez UNIVERSITY CREDIT UNION

Description

Location: Westwood 100% onsite

About the Role 

At University Credit Union, we believe in empowering our members through personalized financial guidance and exceptional service. As a Member Wellness Coach, you’ll be the first point of contact for members—helping them navigate their financial needs, build lasting relationships, and discover solutions that support their goals. 

What You’ll Do 

• Deliver outstanding service across in-person, phone, and digital channels. 

• Engage members in meaningful conversations to understand their needs and recommend tailored products and services. 

• Accurately and efficiently process transactions with care and urgency. 

• Support new memberships, account servicing, loan applications, and funding. 

• Maintain and update member accounts (e.g., address changes, check orders, card requests). 

• Investigate and resolve account issues with empathy and professionalism. 

• Share ideas to improve processes and enhance the member experience. 

• Collaborate with team members and contribute to a positive, high-performing culture. 

What You Bring 

• Knowledge of savings and consumer loan products; basic understanding of real estate loans. 

• Strong communication and problem-solving skills. 

• Team-oriented mindset with a commitment to compliance and member satisfaction. 

• Ability to adapt in a fast-paced, member-focused environment. 

Preferred Qualifications 

• Notary Public certification. 

• Certified Credit Union Financial Counselor (CCUFC) or equivalent (as approved by VP of Member Services). 

Education & Experience 

High School Diploma or GED required. 

Qualifications