Financial Coach

1 month ago

Natick, United States Hanscom Federal Credit Union Full time

It's an exciting time to be at Hanscom Federal Credit Union

As a member of our Branch Network, you will join a dynamic team of dedicated individuals committed to delivering exceptional service to our members.

Who we are - Hanscom Federal Credit Union

  • Members-first - our members are our top priority. We make business decisions with our members at the top of mind.
  • Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy.
  • Teamwork - we are in this together and we all benefit from our success.
  • Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes
  • Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success.
What we offer
  • A full-time, permanent position that will reward you through a competitive incentive program.
  • Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
  • We are committed to fostering career growth and development - when you join our organization it's not just a job.
  • We look to develop your skills aligned to our business needs and help you progress in your career.
Who you are - Financial Coach

You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide every member you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.

What you'll do
  • Branch Operations: Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards, as well as have an understanding of all in-branch service functions including account opening, loan application processing and transaction processing.
  • Member Education: Provide personalized financial coaching and education to members, helping them develop a deep understanding of personal finance, budgeting, debt management, and savings strategies.
  • Financial Planning: Assist members in setting and achieving financial goals by creating comprehensive financial plans tailored to their individual circumstances and aspirations.
  • Credit and Debt Management: Offer guidance on improving credit scores, managing debt effectively, and making informed decisions about loans and credit products.
  • Budgeting and Savings: Help members create and maintain budgets that align with their financial goals, emphasizing the importance of emergency funds and long-term savings.
  • Product and Service Guidance: Educate members on our credit union products and services, ensuring they are aware of options that can improve their financial well-being.
  • Workshops and Seminars: Conduct financial wellness workshops, webinars, and seminars for members, both in-branch and online, covering a range of financial topics.
  • One-on-One Consultations: Schedule and conduct individual consultations with members to review their financial situations, provide advice, and track progress.
  • Data Analysis: Utilize financial analysis tools and credit reports to identify areas for improvement and provide data-driven recommendations.
  • Documentation and Reporting: Maintain accurate records of member interactions, progress, and outcomes. Provide regular reports to management on the impact of the financial wellness program.
  • Stay Informed: Keep up to date with financial industry trends, regulations, and changes in credit union products and services to provide members with accurate and timely information.
Knowledge/Skills/Experience Required:
  • Strong desire to work in a purpose driven organization.
  • 3 to 5 years of experience.
  • Strong understanding of personal finance, credit, and debt management.
  • Excellent communication and interpersonal skills.
  • Experience in conducting financial workshops and one-on-one coaching.
  • Proficiency in financial software and tools.
  • Empathy and a passion for helping individuals improve their financial well-being.
  • Ability to work both independently and as part of a team.
  • Strong organizational and time management skills.
Education/Certifications/Licenses:
  • A bachelor's degreein Finance, Economics, Business, or a related field (Behavioral finance, social work, credit counseling, etc.)
  • Financial coaching or counseling certification preferred


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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