Job Description

Job Location: Hybrid CA - Hybrid, CA 90025
Salary Range: $25.68 - $32.10 Hourly

At University Credit Union, we believe in empowering our members through personalized financial guidance and exceptional service. As a Member Wellness Coach, you’ll be the first point of contact for members—helping them navigate their financial needs, build lasting relationships, and discover solutions that support their goals.
What You’ll Do
- Deliver outstanding service across in-person, phone, and digital channels.
- Engage members in meaningful conversations to understand their needs and recommend tailored products and services.
- Accurately and efficiently process transactions with care and urgency.
- Support new memberships, account servicing, loan applications, and funding.
- Maintain and update member accounts (e.g., address changes, check orders, card requests).
- Investigate and resolve account issues with empathy and professionalism.
- Share ideas to improve processes and enhance the member experience.
- Collaborate with team members and contribute to a positive, high-performing culture.
What You Bring
- Knowledge of savings and consumer loan products; basic understanding of real estate loans.
- Strong communication and problem-solving skills.
- Team-oriented mindset with a commitment to compliance and member satisfaction.
- Ability to adapt in a fast-paced, member-focused environment.

QualificationsPreferred

Qualifications
- Notary Public certification.
- Certified Credit Union Financial Counselor (CCUFC) or equivalent (as approved by VP of Member Services).
Education & Experience
High School Diploma or GED required.