Member Wellness Coach
About The Position
Delivers on University Credit Unions CHAMPION Values to deliver exceptional service and financial guidance to members across in‑person, phone, and virtual channels. This role serves as a trusted advisor, helping members achieve financial success through consultative conversations, accurate transaction processing, and deep knowledge of credit union products and services. The Member Wellness Coach is responsible for resolving routine and complex requests, supporting operational excellence, and contributing to a positive, high‑performance team environment. Founded in 1951 by a group of UCLA employees, University Credit Union (UCU) has been committed to providing the university community with a financial advantage for over 70 years. What started as a small, on-campus credit union has since expanded its reach to universities across the country. Today, UCU exclusively serves the higher education community, offering products and services that are tailored to their unique needs. UCU’s mission is simple: to empower every member of the university community to achieve financial success. We do this by offering conflict-free, unbiased financial advice from certified coaches and providing some of the lowest rates in the nation on auto loans, credit cards, consumer loans, and HELOCs—consistently ranking in the top 5% of all federally insured financial institutions. With a strong foundation for growth and a clear focus on the future, UCU continues to be a trusted partner, dedicated to delivering the financial tools and support needed to help give our member-owners a financial advantage.
Requirements
- High school diploma or equivalent; associate or bachelor’s degree in business, finance, or a related field preferred.
- Complete UCU certification requirements.
- Basic knowledge of Credit Unions.
- Strong consultative skills, with the ability to identify member needs and recommend appropriate financial products and services.
- 1–3 years of experience in financial services, banking, credit unions, customer service, or a related member‑facing role.
- Demonstrated ability to deliver excellent customer/member service in fast‑paced environments.
- Excellent oral and written communication skills.
- Well organized.
- Attentive to detail.
- Must be a proactive, self-starter and motivated with excellent time management skills
- Able to manage multiple initiatives while able to work independently at our campus Advisory Centers and Banking Hubs
Responsibilities
- Member Service & Relationship Building
- Account Servicing & Operational Support
- Branch Operations & Teller Functions
- Compliance & Regulatory Responsibilities
- Collaboration & Professional Development
- Growth & Other Responsibilities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
