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 – Float 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 everyone 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
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 degree in Finance, Economics, Business, or a related field (Behavioral finance, social work, credit counseling, etc.)
Financial coaching or counseling certification preferred
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Hanscom Federal Credit Union by 2x