Financial Coach

4 weeks ago


New Bedford, Massachusetts, United States Hanscom Federal Credit Union Full time
Financial Coach

At Hanscom Federal Credit Union, we're seeking a highly skilled Financial Coach to join our team. As a Financial Coach, you'll play a vital role in helping our members achieve their financial goals and improve their overall financial well-being.

Key Responsibilities:
  • Provide personalized financial coaching and education to members, helping them develop a deep understanding of personal finance, budgeting, debt management, and savings strategies.
  • Assist members in setting and achieving financial goals by creating comprehensive financial plans tailored to their individual circumstances and aspirations.
  • Offer guidance on improving credit scores, managing debt effectively, and making informed decisions about loans and credit products.
  • Help members create and maintain budgets that align with their financial goals, emphasizing the importance of emergency funds and long-term savings.
  • Conduct financial wellness workshops, webinars, and seminars for members, both in-branch and online, covering a range of financial topics.
Requirements:
  • 3 to 5 years of experience in a related field.
  • 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.
What We Offer:
  • A competitive incentive program.
  • Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
  • Opportunities for career growth and development.


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