Financial Coach : Member Finance Advisor
Job in
Centerville, Montgomery County, Ohio, USA
Listed on 2026-01-12
Listing for:
Wright-Patt Credit Union
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services, Bank Customer Service
Job Description & How to Apply Below
A financial institution in Ohio is seeking a Financial Coach I to deliver outstanding service by building strong member relationships. Responsibilities include processing accounts, providing financial recommendations, and ensuring compliance with policies. Candidates should have a high school diploma or equivalent and some preferred post-secondary education. The ideal candidate will thrive in a fast-paced environment and must be proficient with various software applications.
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