Financial Wellness Rep

Hanscom Federal Credit Union•Bedford, MA

1d•Onsite

About The Position

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. 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.

Requirements

1+ years of similar or related experience, including preparatory experience.
A high school degree or equivalent
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.
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 capable of regular, reliable and timely attendance.

Nice To Haves

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.

Responsibilities

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