Financial Wellness Advisor

Position: Financial Wellness Advisor Location: Washington, DC Remote Status: On-Site Job Id: FWA002 # of Openings: 2 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 & Innovative , Convenient , 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 & 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 & Responsibilities Demonstrate a high financial literacy acumen and passion for guiding members to improve the member’s 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 member’s 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 member’s full satisfaction of the outcome. Serves as the main point of contact with member 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. FiCEP (Financial Counseling Certification Program) / CCUFC designation is preferred. High school education or GED required; some college preferred. Applicants must have excellent verbal and written communication skills, have ability to be bonded & insured, and be knowledgeable on the services that the Labor CU offers. EMPLOYEE BENEFITS Labor Credit Union offers exciting challenges, competitive pay and great benefits. From developing creative solutions to working with our members, you’ll find success at Labor CU. Our high quality, comprehensive compensation package includes PAID TIME OFF Vacation, sick & bereavement leave. 13 Federal holidays & 8 floating holiday hours. HEALTH COVERAGE Labor CU offers coverage levels for medical, dental, and vision plans, as well as a health savings account and Life AD&D (Disability Insurance) Our competitive 401(k) retirement plan includes a generous company match. More Employee Benefits EXPANDED BENEFIT PROGRAM This benefit is focused on the individual and aligns with our efforts to help employees achieve financial, mental and physical well‑being status. COMMUTER BENEFITS PACKAGE We recognize that employees can be more efficient, productive and happy if they do not have to worry about commuting logistics and expenses. EMPLOYEE ASSISTANCE PROGRAM (WORK/LIFE BALANCE) Confidential solutions and assistance are available to employees and their families. CREDIT UNION MEMBERSHIP Access to Labor CU membership, including low‑interest rates on loans. EDUCATION AND TUITION REIMBURSEMENT PROGRAM Labor CU encourages all employees to further their education and take advantage of additional training. OnDemand Pay A benefit designed to provide financial flexibility and peace of mind. Access a portion of earned wages before scheduled payday. ** Complete information on compensation and benefits package will be shared by HR upon joining the Labor Credit Union. #J-18808-Ljbffr