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Banking & Finance Financial Services Bank Customer Service

Financial Wellness Coach

Job in Dayton, Montgomery County, Ohio, 45444, USA
Listing for: Wright-Patt Credit Union Inc.
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services, Bank Customer Service
Job Description & How to Apply Below
A regional credit union in Dayton, Ohio is seeking a Financial Coach I to deliver exceptional service while helping members enhance their financial wellbeing. The ideal candidate will proactively build member relationships, recommend suitable financial products, and efficiently process account transactions. Responsibilities include educating members on services to boost engagement and resolving complaints. Candidates should possess strong communication skills and a customer-centric approach, aiming to become a trusted advisor for financial services.
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