Financial Coach

Financial Coach

At TFCU, we welcome people of all backgrounds. We know that embracing a diverse team makes us a stronger and better organization. Here you can expect a professional workplace where all employees have the opportunity to feel seen, respected, valued and heard.

Tinker Federal Credit Union's Marketing department has an immediate opening for a Financial Coach! This is an exciting opportunity to join one of the nation's leading credit unions! We offer competitive pay, a robust benefits package, a "smart casual dress code" and much more! We want you to work and grow at TFCU, so there will be many opportunities for professional development and growth through training and continued education. We value you at TFCU!

As a Financial Coach, you will be responsible for the following:

• Deliver personalized, one-on-one financial coaching to members and non-members, supporting individuals with budgeting, money management, credit education, savings strategies, and informed financial decision-making.
• Assessing financial situations, identifying goals and challenges, and developing actionable plans that promote improved financial behavior, stability, and overall wellness.
• Coordinate coaching sessions, manage scheduling and communications, maintain accurate and confidential documentation, track outcomes, and refer individuals to internal departments or community resources as needed.
• Creating and maintaining financial wellness content, including articles, videos, and curriculum, and collaborate across teams to support individualized coaching and broader Financial Wellness initiatives through scalable content and consistent messaging.

Salary Range:

This is a non-exempt position. The starting salary range is $63,151.74-$71,116.83; however, actual placement within the range will be determined individually based on your experience relative to organizational needs and internal salary equity.

Schedule:

• Normally works a weekday schedule, but may be regularly required to work evenings, holidays, or weekends. May be required to travel, travel overnight with or without notice.

Education/Experience:

You must have an associate's degree in business, accounting, or a related field. Applicable work experience and/or military experience may be substituted for education at the rate of two years of experience for one year of education. Requires three years of experience related to financial planning, coaching, or consulting. Credit union experience is preferred.

Keys to success:

In order to be successful as a Financial Coach you must possess these qualifications:

• Demonstrated proficient verbal and written communication skills.
• Strong active listening skills, including the ability to ask probing questions, understand concerns, and address objections to achieve desired outcomes.
• Ability to meet established performance standards on an ongoing basis.
• Ability to maintain proficient knowledge of TFCU products and services.
• Strong financial assessment and guidance skills.
• Exceptional organizational skills to effectively prioritize assignments and projects.

Tinker Federal Credit Union is an Equal Opportunity Employer and is committed to providing an environment free of harassment and discrimination. We celebrate the unique differences of our employees, and welcome people of all backgrounds. We do not discriminate on the basis of race, religion, color, national origin, sex, age, marital status veteran status, disability status, pregnancy status, parental status, political affiliation, or any other status protected by law. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Talent Acquisition at View email address on click.appcast.io.