Financial Wellness Rep

Hanscom Federal Credit Union; Billerica (MA); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

FSA

401(k) plan

Student Loan Paydown

Paid sick leave

Paid vacation

Job summary

Hanscom Federal Credit Union in Massachusetts seeks a Financial Representative to deliver high-quality member service, develop relationships, and meet personal sales goals. You will participate in the Financial Wellness certification, handle branch operations, and support business development efforts.

This full-time role offers benefits and opportunities for advancement, including potential to pursue Loan Officer status and ongoing professional growth within the credit union.

Qualifications

• At least one year of similar or related experience.

Responsibilities

• Deliver high quality, consistent member service.
• Achieve personal sales goals, including referrals for Financial Wellness Coaching to certified coaches.
• Handle assigned cash drawer and member document processing in alignment with compliance standards.
• Understand in-branch service functions including account opening, loan applications, and transaction processing.
• Assist in business development events at the request of the Manager.
• Pursue Loan Officer status when possible.
• Other duties as assigned.

Skills

Customer service

Relationship building

Education

High school diploma or equivalent

Job description

Who we are – Hanscom Federal Credit Union

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.

What we offer

$24.65/hr to $30.82/hr

Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.

• A full-time, permanent position that will reward you through either an incentive or bonus 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 Representative

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

• Participate in and complete the credit union’s defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification
• Deliver high quality, consistent member service
• Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards.
• Responsible for achievement of personal sales goals, including referring members for Financial Wellness Coaching to certified coaches.
• Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing.
• Assist in ensuring in-branch compliance with Credit Union service levels. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing.
• At the request of the Manager, participate in business development events.
• Seek to obtain and/or advance Loan Officer status
• Other duties as assigned

Experience

At least one year of similar or related experience, including preparatory experience.

Education/Certifications/Licenses

A high school degree or equivalent

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Physical Requirements

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Equipment Used:

General office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.