Financial Wellness Rep

Hanscom Federal Credit Union•Bedford, MA

1d•Onsite

About The Position

The Financial Wellness Rep is a full-time, permanent position in Hanscom Federal Credit Union’s Branch Network at the Bedford Branch. The role focuses on delivering consistent, high-quality member service while supporting the credit union’s operational and compliance standards. The representative completes and maintains the credit union’s Financial Wellness certification and applies that knowledge when assisting members, including referring members to certified Financial Wellness Coaches. The position also offers an incentive or bonus program and opportunities for career development.

Requirements

At least one year of similar or related experience, including preparatory experience.
High school degree or equivalent.
Strong organization and multitasking skills, with the ability to develop relationships, build rapport, and provide a high level of service.
A significant level of trust, credibility, and diplomacy; ability to handle sensitive or highly confidential discussions and to motivate, influence, educate, or advise others.
Ability to bend, sit, and stand for primarily sedentary work, with occasional lifting of up to 10 pounds.
Ability to climb or descend stairs in an emergency.
Ability to operate routine office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Ability to routinely work on a computer for an average of 6–8 hours per day when necessary.
Ability to work extended hours or travel off site whenever required or requested by management.
Regular, reliable, and timely attendance.

Responsibilities

Participate in and complete the credit union’s Financial Wellness certification program, and maintain and apply the certification.
Deliver high-quality, consistent member service.
Ensure assigned cash drawer operations and member document processing comply with operational standards.
Achieve personal sales goals, including referring members for Financial Wellness Coaching with certified coaches.
Maintain a full understanding of in-branch services, including account opening, loan application processing, and transaction processing.
Assist in ensuring the branch complies 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.