Financial Wellness Rep

Hanscom Federal Credit Union•Billerica, MA

4d•$25 - $31•Onsite

About The Position

The Financial Wellness Rep is a member of Hanscom Federal Credit Union’s Branch Network, serving members and supporting branch operations at the Billerica Branch. The role provides high-quality, consistent member service; completes the credit union’s Financial Wellness certification; performs assigned operational tasks in accordance with compliance standards; and works toward personal sales goals, including referring members to certified Financial Wellness Coaches. The representative is expected to understand branch services such as account opening, loan application processing, and transaction processing, and may participate in business development events at the Manager’s request. The position is full-time and permanent, with an hourly pay range of $24.65 to $30.82, and includes an incentive or bonus program. The organization offers career development and support for career progression.

Requirements

At least one year of similar or related experience, including preparatory experience.
High school degree or equivalent.
Strong relationship-building and rapport-building ability.
Strong organization and multitasking skills.
A significant level of trust, credibility, and diplomacy.
Ability to communicate about sensitive or highly confidential matters, including motivating, influencing, educating, or advising others.
Ability to bend, sit, and stand; occasional lifting of up to 10 pounds; and ability to climb or descend stairs in an emergency.
Ability to operate routine office equipment and routinely work at a computer for an average of 6–8 hours per day when necessary.
Ability to work extended hours or travel off site when required or requested by management.
Regular, reliable, and timely attendance.

Responsibilities

Participate in and complete the credit union’s Financial Wellness certification program, and achieve, maintain, and apply the certification.
Deliver high-quality, consistent member service.
Conduct personal operations, including assigned cash drawer and member document processing, in alignment with operational compliance standards.
Work toward personal sales goals, including referring members to certified coaches for Financial Wellness Coaching.
Maintain a full understanding of in-branch services, including account opening, loan application processing, and transaction processing.
Assist in ensuring in-branch compliance with Credit Union service levels.
Participate in business development events at the Manager’s request.
Seek to obtain or advance Loan Officer status.
Perform other duties as assigned.