What are the responsibilities and job description for the Financial Wellness Manager Lead position at Empeople Credit Union?
Job Summary
The Retail Financial Services Professional at Empeople Credit Union plays a pivotal role in creating legendary financial empowerment experiences that drive member loyalty. This dynamic individual is responsible for delivering fast, easy, fun, and exceptional experiences to members, empowering them to achieve their financial goals.
This critical position requires strong problem-solving skills, with the ability to take ownership of member problems and find effective solutions. The ideal candidate will partner with internal teams to provide expert advice and referrals, driving financial stability and growth for our members.
Key responsibilities include onboarding new members, providing subject matter expertise, and cultivating key contact relationships to drive penetration metrics in assigned areas. This role also involves growing share and loan balances, as well as active ratios within member portfolios.
Essential Functions:
- Sponsor Empeople's Core Values: Embody the Empeople Core Values - We Care, We Serve, We Teach, We Learn - and Service Commitment in daily activities.
- Grow Empeople's Business: Develop and grow a portfolio of loyal, active, and engaged members by offering financial empowerment support and referring opportunities to internal business partners.
- Utilize problem-centric discovery techniques to influence members to act in their own best interest.
- Provide new member onboarding and existing member reboarding experiences that maximize member value.
- Grow loan and deposit market share by running successful call campaigns and fulfilling inbound requests.
- Achieve sales success targets including active checking, services per household, product penetration, and cross-sales.
- Navigate effectively with internal and external business partners to enhance the knowledge and reputation of Empeople Credit Union.
- Expand your sphere of influence by leveraging social media and developing a word-of-mouth referral network.
- Conduct effective presentations to small and large groups of key contacts, members, and prospects both in person and virtually, as needed.
