About this role
Financial Coach I (40 hours) - Columbus - Travel Pool at Wright-Patt Credit Union. Location: Columbus, Ohio, United States. Role: consulting members, processing transactions, identifying referrals Requirements: NMLS required; high school diploma or equivalent (or 5 years relevant); 1+ year customer service experience; experience in financial coaching or financial industry; proficiency with MeridianLink, Symitar, and Microsoft Office. Category: Sales Seniority: Entry Level Tools: MeridianLink, Symitar, Microsoft Office Certifications: nmls Commitment: Full Time Workplace: Field Languages: English