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Personal Finance Advisor

2 months ago

Natick, Massachusetts, United States Hanscom Federal Credit Union Full time

About Hanscom Federal Credit Union

At Hanscom Federal Credit Union, we pride ourselves on being a member-centric organization. Our mission is to prioritize our members' needs in every decision we make.

  • Members-First: Our members are our primary focus, and we strive to make decisions that reflect their best interests.
  • Integrity: We uphold honesty and commitment in all our dealings, ensuring that we do what is right, even when it is challenging.
  • Team Collaboration: We believe in collective success and support each other in achieving our goals.
  • Innovation: We are dedicated to exploring new ideas that enhance our services and processes.
  • Empathy: We listen and understand diverse perspectives, fostering a culture of care and support.
What We Provide
  • A full-time, permanent role with a competitive incentive structure.
  • Comprehensive benefits including Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time.
  • A commitment to your professional growth and development.
  • Opportunities to enhance your skills in alignment with our organizational needs.
Your Role as a Financial Coach

As a Financial Coach, you will be a detail-oriented and intuitive professional capable of building strong relationships and trust with our members. Your goal is to provide exceptional service and support, ensuring that each member feels valued and respected.Key Responsibilities
  • Branch Operations: Manage personal operations in compliance with standards, including cash handling and member document processing.
  • Member Education: Deliver tailored financial coaching to enhance members' understanding of personal finance, budgeting, and savings.
  • Financial Planning: Collaborate with members to create personalized financial plans that align with their goals.
  • Credit and Debt Management: Provide insights on improving credit scores and managing debt effectively.
  • Budgeting and Savings: Assist members in developing budgets that support their financial objectives.
  • Product Guidance: Educate members about our financial products and services to enhance their financial health.
  • Workshops: Organize and conduct financial wellness workshops and seminars for our members.
  • Consultations: Facilitate one-on-one meetings to assess financial situations and offer tailored advice.
  • Data Analysis: Utilize financial tools to identify improvement areas and provide actionable recommendations.
  • Documentation: Maintain accurate records of member interactions and progress.
  • Industry Awareness: Stay informed about financial trends and changes to provide relevant information to members.
Qualifications
  • A strong desire to contribute to a purpose-driven organization.
  • 3 to 5 years of relevant experience.
  • In-depth knowledge of personal finance and debt management.
  • Exceptional communication and interpersonal skills.
  • Experience in conducting workshops and providing one-on-one coaching.
  • Proficiency in financial software and tools.
  • A passion for helping individuals enhance their financial well-being.
  • Ability to work independently and collaboratively.
  • Strong organizational and time management abilities.
Education and Certifications
  • A bachelor's degree in Finance, Economics, Business, or a related field.
  • Preferred certification in financial coaching or counseling.

We are an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.