Traveling Financial Wellness Coach

Hanscom Federal Credit Union; Northern (KY); Hybrid; USD 82,896,000 - 103,613,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

FSA

401(k)

Student loan payoff

Paid time off

Mileage reimbursement

Professional development

Certification opportunities

Job summary

Hanscom Federal Credit Union is seeking a Float Financial Wellness Coach to empower members with personalized financial coaching, education, and guidance across multiple branches. You will deliver one-on-one coaching, workshops, and community trainings, travel between branches, and help members achieve their financial goals while upholding our members-first values.

Strong communication, financial knowledge, and the ability to work independently and within a team are essential.

Qualifications

• 3 to 5 years of experience in financial services or related field.
• Strong understanding of personal finance, budgeting, credit, lending, and debt management.
• Experience conducting workshops, presentations, or one-on-one coaching sessions.
• Excellent communication and relationship-building skills.
• Strong organizational, analytical, and time management abilities.
• Ability to work independently and collaboratively in a team environment.
• A genuine passion for improving the financial well-being of others.

Responsibilities

• Provide personalized financial coaching and education to members.
• Assist members with budgeting, savings, debt management, credit planning.
• Develop customized financial plans tailored to individual needs.
• Conduct one-on-one consultations and monitor progress toward goals.
• Deliver financial wellness workshops, seminars, webinars, and community education.
• Educate members on credit union products and services that support their financial well-being.
• Analyze financial information and credit reports to identify opportunities and recommend solutions.
• Maintain documentation of member interactions and program outcomes.
• Stay current on industry trends, regulations, and financial wellness best practices.
• Travel between branch locations to support members.

Skills

Financial coaching

Communication skills

Interpersonal skills

Organizational skills

Analytical skills

Teamwork

Education

Bachelor's degree in Finance, Economics, Business, Behavioral Finance, Social Work, Credit Counseling, or a related field

Job description

Hanscom Federal Credit Union is seeking a Float Financial Wellness Coach to empower members with personalized financial coaching, education, and guidance across multiple branches. You will deliver one-on-one coaching, workshops, and community trainings, travel between branches, and help members achieve their financial goals while upholding our members-first values.

Strong communication, financial knowledge, and the ability to work independently and within a team are essential.