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Financial Engagement Coach (Customer Sales & Service Rep)
Date Posted: 04/26/2024
Job #: 3062467
Location: Colorado Springs
Are you tired of the daily grind and want to start a career where you can
truly make a difference?
At Air Academy Credit Union our Financial Engagement Coaches
(Member/Customer Service Representative) are our frontline heroes who
make a difference in our members' daily lives. Our Financial Engagement
Coaches have the advancement opportunity to earn the CUNA Certified Credit
Union Financial Counselor designation through a nationally recognized program.
As a Financial Engagement Coach, you build relationships with our members
and help their dreams become a reality by providing custom caring solutions.
Recognized as a Gazette Best Workplace since 2017, we're committed to
improving the lives of our members and communities by doing what is right,
not what is easy. We want to exceed the expectations of anyone who comes our
way by providing custom, caring financial solutions. With assets over $900
million and over 47,000 members, we walk alongside our members on their
financial journey. Their goals are our goals and building stronger communities
is what we do. Each year, AACU gives time, money, and resources to
numerous community organizations, projects, and programs.
Job Responsibilities:
• Act as a trusted advisor to help members identify their financial goals
and provide tailored recommendations to increase financial well-being.
• Provides basic financial transactions to include cash handling,
account opening and maintenance as well as processing and maintaining loans.
...
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