Financial Wellness Coach (141FWC) Job at MECU Credit Union, Baltimore, MD

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  • MECU Credit Union
  • Baltimore, MD

Job Description

Company Summary MECU is a not‑for‑profit financial institution committed to helping its members and community by offering high‑quality financial products and services. MECU’s success in empowering our members to improve their financial well‑being and live better dates back to 1936. We seek service‑oriented professionals that will be champions for our members, treat everyone with respect, find ways to assist our members and co‑workers, and help our community be a better place to live. WE NEVER COMPROMISE THE MEMBER EXPERIENCE – our goal is to provide the absolute best member experience in all interactions. Position Summary Works under minimal supervision to educate members one‑on‑one and in groups through counseling sessions and the financial literacy program. Provides counseling and recommendations after thorough review of the member’s financial circumstances. Assists members in managing their finances utilizing the Credit Counseling Program and members’ action plans for increased financial stability and success. Teaches financial education to people of all ages and participates in community events and projects centered around financial literacy. Essential Duties And Responsibilities Maintains a broad and current knowledge base of the industry. Understands the impact of developments and trends on the industry and the organization and makes informed decisions. Develops, implements, and presents a Financial Literacy Program to members, existing SEGs, and city government agencies that promotes fiscal responsibility. Helps members meet their financial needs by educating them on MECU’s products and services. Presents confidently and well‑prepared in group settings. Uses visual aids and presentation software effectively and answers audience questions with ease. Keeps presentations engaging and appropriately timed. Maintains a high standard of work, masters new tasks and routines, and demonstrates personal reliability and punctuality. Meets deadlines and keeps work up to date. Preferred Qualifications High School Diploma or General Education Degree (GED) required.

  1. 2 years’ experience in a financial institution required.
  2. years of experience in credit counseling/debt management preferred.
Must obtain and/or maintain Financial Counseling Certification in the state of Maryland. Ability to present information to individuals or large groups. Proficient with Microsoft Office products including Word, Excel, and Outlook. Excellent organizational, verbal, and written communication skills. Competencies Required Ability to perform minor math calculations. Knowledge of loan policies and procedures. Knowledge of credit bureau information. Knowledge of fundamental lending concepts and practices. Ability to travel to various branch and partner locations within the Baltimore region. Excellent interpersonal communication skills. Ability to write routine reports and correspondence. Ability to work independently and as part of a team. Detail oriented and delivers accurate work. Ability to work in a fast‑paced, member‑focused environment. Adaptability to different roles as needed. Analytical and problem‑solving skills. Flexibility to handle unexpected events and attend meetings or events outside regular hours. Compensation Salary Range per hour, depending on experience and qualifications: $20.28 – $29.42. Benefits At MECU Credit Union Medical, Dental, and Vision Coverage: Plans available for employees and families. 401(k) Plan with Employer Match. Company‑Paid Insurance: Short‑term disability, long‑term disability, and life insurance. Tuition Assistance. Employee Assistance Program (EAP). Parking Discounts. Long‑Term Care Insurance. Time Off: Annual, sick leave, and other paid leave. Physical Demands While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pounds. Specific vision characteristics required include close vision, adjust focus, and view a computer screen for extended periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. MECU conducts credit, bond and background checks. #J-18808-Ljbffr MECU Credit Union

Job Tags

Hourly pay, Temporary work, Work at office,

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