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You will be updated with latest job alerts via emailThe Smart Money Coach will promote financial wellness and education. They will be responsible for helping members achieve success along their financial journey by educating and empowering them to make informed financial decisions and improving their overall financial well-being. They will coach members on how to build a solid financial foundation by: developing personalized strategies supporting budget planning and exploring debt reduction tactics while building credit worthiness and identifying long-term goals they desire to achieve. This role will focus on meaningful membership growth through deposits account openings loans and services.
They will also participate in the online account opening process by personalizing onboarding for members who qualify for our Smart Start suite of products. They will be an expert in consumer lending with extensive product knowledge customizing the members relationship with Smart Financial Credit Union. The Smart Money Coach will collaborate with the consumer underwriting team to ensure they are aligned with underwriting processes and that relationships develop across internal channels that will enhance this program.
EXPERIENCE:
Three years to five years of similar or related experience including preparatory experience.
EDUCATION/CERTIFICATIONS/LICENSES:
INTERPERSONAL SKILLS:
Physical Requirements
Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in emergency. Must be able to operate routine office equipment including telephone copier facsimile and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations spell accurately and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple simultaneous and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Smart Financial Credit Union was ranked as Houstons Best Places to Work! Five consecutive years in a row!
Source: Houston Business Journaland 2015.
Smart Financial Credit Union was ranked USA Top Workplaces (National Award)!
Source: Houston Chronicle - 2021
Smart Financial Credit Union was ranked Top Workplaces (Regional Award)! Six consecutive years in a row!
Source: Houston Chronicle -and 2024
Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row!
Source: Texas Association of Business (TAB) and Texas Monthly Magazineand 2017
*** Applicants must submit a resume in order to be considered for the position.
Smart Financial does not discriminate on the basis of race sex color religion age national origin marital status disability veteran status genetic information sexual orientation gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.
Smart Financial Credit Union (SFCU) commits to fostering a diverse equitable and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment with respect for each other and our greater community.
Full-Time