Sign InSign Up
Skip to content
← Back to job listings

Member Wellness Coach

UNIVERSITY CREDIT UNION · UC San Diego - La Jolla, CA 92093

External listingfull-time25 days ago

About The Role

Description

POSITION PURPOSE/STATEMENT

  • Delivers on University Credit Union’s CHAMPION Values to engage in behaviors that create
  • member and team member loyalty.
  • Provides information and promotes credit union products and services to build relationships.
  • Processes transactions in the general areas of savings, loans, and auxiliary credit union
  • services.

Essential Job Functions

  • Delivers face-to-face/phone service/digital channel to members requesting account

assistance.

  • Provides consultative services to members regarding credit union products and services
  • by assessing the member's needs, addressing their concerns, gaining agreement, and
  • referring to partners as needed.
  • Processes member transactions efficiently and accurately with personal care. Contributes

to the departmental goals by processing member requests with sense of urgency.

  • May process new memberships, additional share accounts, account servicing, consumer

loan requests, and general consumer loan funding as requested by members.

  • Completes documentation for accounts and loans according to credit union procedures.
  • Performs various file maintenance including processing requests for a change of address,

check orders, and ordering debit/ATM cards, etc.

  • Performs research on accounts, identifies and corrects member account problems.
  • Provides suggestions for streamlining department and credit union operations.
  • Performs other related duties as assigned or requested.

Requirements

  • Have working knowledge of credit union savings and consumer loan products and all

services. Has basic knowledge of real estate products including types of loans.

  • Must be a team player and collaborate with others.
  • All team members must adhere to regulatory, compliance, and organizational guidelines.
  • Certification/License:
  • o Notary Public preferred.
  • o Be a Certified Credit Union Financial Counselor (CCUCF) or equivalent (as agreed
  • upon by the Vice President of Member Services or incumbent).

Qualifications

Education

Minimum High School Diploma or G.E.D. required.

Experience

Minimum 1 to 2 years of financial institution experience

This is an external listing. JobSpring does not represent or verify the employer. Report this listing