Financial Wellness Rep

Hanscom Federal Credit Union•Bedford, MA

About The Position

As a member of Hanscom Federal Credit Union’s Branch Network, the Financial Wellness Rep provides high-quality, consistent service to members and supports branch operations. The role requires completing and maintaining the credit union’s Financial Wellness certification, assisting members with branch services, meeting personal sales goals, and referring members for Financial Wellness Coaching. The position is full-time and permanent, based at the MITRE Corporation location, with weekday hours from 7:30 a.m. to 3:30 p.m. The role offers hourly compensation of $24.65 to $30.82, with final pay based on experience, skills, and qualifications. It includes an incentive or bonus program and benefits. The credit union describes its culture as members-first, integrity-driven, collaborative, innovative, and empathetic.

Requirements

At least one year of similar or related experience, including preparatory experience.
High school degree or equivalent.
Ability to build relationships and rapport and become a trusted team member.
Ability to provide a high level of service, with strong organizational and multitasking skills.
Significant trust, credibility, and diplomacy; ability to handle sensitive or confidential discussions and to motivate, influence, educate, or advise others.
Ability to bend, sit, and stand; perform primarily sedentary work with limited physical exertion; and occasionally lift 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 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.
Ability to maintain 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 assigned personal operations, including cash drawer and member document processing, in accordance with operational compliance standards.
Meet personal sales goals, including referring members to certified coaches for Financial Wellness Coaching.
Develop a full understanding of branch service functions, 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.