Position: Financial Wellness Advisor (Member Service Representative) (Full-Time)

Location: Suitland Federal Center, MD and Marlow Heights, MD

Remote Status: On-Site

Job Id: FWA-006

of Openings: 5

Hourly Rate: $18/hour

Position Summary:

The Financial Wellness Advisor position is an essential position within the Labor Credit

Union (Labor CU), that enables the credit union to live up to our purpose of being the

foundation of financial success for our members by successfully carrying out the duties and

responsibilities outlined below. Labor CU aims to be Bold and Innovative, Convenient,

and Inclusive, exhibit a Culture of Leadership, and Financial Stability. This role delivers

exceptional financial service by telephone and through electronic (text) or digital channels

(emails and chats), while successfully recommending and referring Labor CU products and

services to our members. The Financial Wellness Advisor must possess strong financial services

and sales skills with a strong emphasis on solving problems with minimal supervision. Must

also possess strong verbal and written communication skills and have a desire to help others.

Primary Duties and Responsibilities:

Demonstrate a high financial literacy acumen and passion for guiding members to

improve the members financial well-being. Through interactions with members via

phone, video, or digital communications, determine member needs and goals, and

provide information and options for the member to realize financial stability and

wellness.

Inform and educate members about credit union products or services that meet the

members needs, assists the member with expanding the account relationship through

the opening or activation of products and services, and cultivating a deeper relationship

between the credit union and the members.

Adhering to all established service levels for handling member inquiries through phone,

video, email, or chat, or other digital communication channels, resolving member

inquiries to the members full satisfaction of the outcome. Serves as the main point of

contact with members through resolution of issues, regardless of handoff or referrals to

additional support departments for completion of requests. Remains cognizant of and

adheres to credit union policies and procedures, and regulations pertaining to the Bank

Secrecy Act.

Performs other duties as assigned.

Position Requirements: Must have similar or related experience, particularly regarding customer service, sales, and a desire to help people. Excellent communication combined with customer service skills required. Certified Financial Counselor (CCUFC) certification is required within 12 months of being in the role. Certain extensions may be granted depending on the availability of required coursework and testing schedules. High school education or GED required; some college preferred. Ability to work accurately and quickly across multiple software and hardware platforms while carrying on discussions with members, setting priorities, and managing time effectively with minimal supervision. Applicants must have excellent verbal and written communication skills, have the ability to be bonded and insured, and be knowledgeable on the services that the Labor CU offers.

*Training for this position will be conducted at the Labor Credit Union headquarters located in Washington, DC.

*Employment is contingent upon the successful completion of a background check.

Please submit your application directly through our careers page at https://dolfcu.org/careers/