Supervisor, Financial Coach

Hanscom; Bedford (MA); On-site; GBP 34,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental, Vision

FSA

401(k)

Sick and Vacation time

Career growth opportunities

Job summary

Hanscom Federal Credit Union in Bedford, MA, is seeking a Supervisor, Financial Coach to manage day-to-day branch operations, scheduling and staff coaching. You will ensure service levels, assist with account openings and loan processing, and champion the Hanscom brand in the community.

You will develop relationships, deliver 1:1 and group coaching sessions, and drive branch goals, with opportunities for career growth and advancement within a supportive setting.

Qualifications

• 3-5 years of similar or related financial institution experience.
• Associate's degree. Ability to complete a designated financial counseling and coaching certification.
• Must be authorized to work in the US.

Responsibilities

• Responsible for the day-to-day operations of a designated branch, including branch scheduling and employee coaching and training.
• Assist in ensuring in-branch compliance with Credit Union service levels; understanding of account opening, loan application processing and transaction processing.
• Actively participate in identifying and participating in business development activities and events in the local community; champion the Hanscom Federal Credit Union brand.
• Responsible for achievement of assigned branch goals.
• Participate in the Financial Wellness certification program to achieve and apply financial wellness knowledge.
• Collaborate with individuals and members to change or improve financial behaviors; develop plans and conduct check-ins.
• Deliver 1:1 coaching sessions and small group coaching through in-person, phone, and video.
• Engage with members to ensure action plans have impact and evolve plans with member needs; travel to other branches as needed.
• Perform other duties including travel to other branches as staffing needs require.

Education

Associate's degree

Job description

Bedford
325 Great Road
Bedford, MA 01730, USA

Bedford
325 Great Road
Bedford, MA 01730, USA

Its an exciting time to be at Hanscom Federal Credit Union!

As a member of our Branch Network, you will join a dynamic team of purpose-driven 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

$33.00/hr to $41.26/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 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 - Supervisor, 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

• Responsible for the day-to-day operations of a designated branch, including but not limited to branch scheduling and employee coaching and training. Provide supervisory overrides where necessary based on personally conducted due diligence and an in-depth knowledge of HFCU policies.
• 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.
• Actively participate in identifying and participating in business development activities and events in the local community. Act as a champion of the Hanscom Federal Credit Union brand in the local community.
• Responsible for achievement of assigned branch goals.
• Participate in and complete the credit union's defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification
• Work within the defined coaching process to collaborate with individuals and members to change or improve financial behaviors, develop a plan to overcome financial challenges; and conduct check-ins to help evaluate progress toward individualized goals
• Deliver 1:1 individualized and small group coaching sessions through a variety of channels, including in-person, phone and video.
• Proactively engage with and follow-up with members to ensure that mutually agreed to action plans have had the desired impact and work to evolve plans to match the member’s current situation
• Perform other duties as assigned including, but not limited to, traveling to other branches as staffing needs require.

Knowledge/Skills/Experience Required:

Experience

3-5 years of similar or related financial institution experience, including preparatory experience.

Education/Certifications/Licenses

Associate's degree. Ability to complete a designated financial counseling and coaching certification within the timeframe determined based upon HFCU's training program.

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.

MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

** Must be authorized to work in the US **

Qualifications

Skills

Behaviors

:

Motivations

:

Education

Required

Associates or better.

Experience

Required

3-5 years:

3-5 years:

similar or related financial institution experience

Preferred

supervisory experience is preferred

Licenses & Certifications

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.