Universal Banker/Financial Literacy Specialist

Company Description

WeDevelopment Federal Credit Union is a community-focused financial institution located on Kansas City’s Eastside, aiming to shift the conversation toward creating generational wealth for its members. Newly established with a charter, WeDevelopment offers a range of banking products and services, including savings and checking accounts, loans, certificate of deposits, and mobile banking options. Committed to economic empowerment, the credit union also provides specialized products such as Neighborhood Impact Loans and Payday Rescue Loans to address specific community needs. WeDevelopment fosters financial literacy and encourages its member-owners to actively engage in building a stable financial future. WeDevelopment Federal Credit Union is an equal opportunity employer.

Role Description

Universal Banker

• Handle all members problems and complaints with professional and courtesty
• Lisen, identify, and recommend WDFCU products and services to help meet members' needs.
• Taking in and dispensing of money for deposits and withdrawal.
• Cross-Selling Products.
• Processing loan payments
• Taking inventory of cash drawer at the beginning and end of shift.
• Balance no less than 98% each month
• Assisting with the opening of new accounts (checking, saving and CD's)

Financial Specialist

• Use WDFCU Finance Assessment tools to provide a snapshot of where each member is along the financial path and obtain their financial goals.
• Induvial coaching, scheduling and delivering financial education and behavior change.
• Group training, survey members interest and provide financial education in group sessions.
• Outcome and controls, Use WDFCU tools to measure outcomes and progress for individual coaching sessions and group training activities.
• Community outreach, meet with organizations, business partners and churches to inform the WDFCU features and benefits with a goal of growing membership.
• Networking and relationship building, build relationships with organizations that provide finance literacy products and/or services that will benefit membership.

Qualifications Minimum requirements for this position include:

• Preferred 2 years of public-facing banking experience.
• Preferred 2 or mor years of full-time work experience in personal finance, education, social services, community organizing or a related field (Training available)
• Ability to develop long-term plans and programs to evaluate member financial needs.
• Ability to present fact and recommendation effectively in oral and written form.
• Computer knowledge: able to learn new software programs quickly.
• Ability to work flexible schedule including evening and weekends,

Required Skills

• Self motivated
• Excellent communication and interpersonal skills
• Strong attention to details
• Robust critical thinker
• Teamwork
• Public Speaking
• Strong writing and editing skills

Pay: $21.00 - $23.00 per hour

Benefits:

• Health insurance

Work Location: In person