Financial Wellness Coach

Hanscom Federal Credit Union; North Billerica (MA); On-site; USD 79,551,000 - 99,537,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Job summary

Hanscom Federal Credit Union in Massachusetts is seeking a Financial Coach to empower members with personal finance guidance and tailored planning. This role emphasizes education, goal setting, and ongoing support to improve financial well-being.

As part of the Branch Network, you will conduct one-on-one coaching, lead workshops, and monitor progress, delivering exceptional member service while upholding compliance and quality standards.

Qualifications

• 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.

Responsibilities

• Branch operations and teller-related duties ensuring compliance.
• Provide personalized financial coaching and education to members.
• Create financial plans tailored to individual needs and goals.
• Guide on credit and debt management and budgeting strategies.
• Deliver financial wellness workshops and one-on-one consultations.

Skills

Customer service

Financial coaching

Communication

Teamwork

Organization

Tools

Financial software

Job description

Hanscom Federal Credit Union in Massachusetts is seeking a Financial Coach to empower members with personal finance guidance and tailored planning. This role emphasizes education, goal setting, and ongoing support to improve financial well-being.

As part of the Branch Network, you will conduct one-on-one coaching, lead workshops, and monitor progress, delivering exceptional member service while upholding compliance and quality standards.