Member Wellness Coach

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).

Education:

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

Experience:

Minimum 1 to 2 years of financial institution experience