Hybrid Financial Wellness Coach — Empower Communities

Greylock Federal Credit Union; North Adams (MA); Hybrid; USD 35,000 - 45,000; Full time

Benefits offered by this job

Sign-on bonus

Medical plan options

401k with employer match

PTO and incentive plans

Life insurance and disability

Job summary

Greylock Federal Credit Union in North Adams, MA is seeking a Financial Wellness Specialist to empower members with budgeting, credit building, and financial planning through in-person, virtual, and phone coaching. The role focuses on low-to-moderate income communities, offers hybrid work, a $1,500 sign-on bonus, and opportunities to lead workshops and partner with schools and community groups.

Strong communication, community outreach experience, and FiCEP designation required; proficiency in

Qualifications

• Prior experience in financial coaching, community outreach, or banking preferred.
• Education: High school diploma or equivalent plus specialized financial education or credit counseling training.
• Interpersonal Skills: Engage and motivate diverse populations with empathy, clarity, and professionalism.
• Technical/Other Skills: Proficient in Microsoft Office, able to use databases and virtual meeting tools; FiCEP designation required.

Responsibilities

• Provide financial coaching and relationship building to members on budgeting, credit building, cash flow management, and goal-setting via in-person, virtual, and phone sessions.
• Conduct outreach and deliver financial education workshops in schools, community centers, businesses, and partner organizations.
• Serve as a loan interviewer for consumer loan products; support members in evaluating options, completing applications, and understanding terms.
• Maintain and update financial coaching data in internal databases; assist with program tracking and partner reporting.
• Support account opening and member onboarding processes, including savings, checking, CDs, and online banking tools.
• Advise internal teams on strategies for engaging specific communities; serve as a cultural resource for underbanked communities.

Skills

Financial coaching

Community outreach

Relationship building

Empathy and professionalism

Education

High school diploma or equivalent

FiCEP training

Tools

Microsoft Office Suite

Databases

Virtual meeting tools

Job description

Greylock Federal Credit Union in North Adams, MA is seeking a Financial Wellness Specialist to empower members with budgeting, credit building, and financial planning through in-person, virtual, and phone coaching. The role focuses on low-to-moderate income communities, offers hybrid work, a $1,500 sign-on bonus, and opportunities to lead workshops and partner with schools and community groups.

Strong communication, community outreach experience, and FiCEP designation required; proficiency in