Financial Wellness Specialist

Greylock Federal Credit Union•North Adams, MA

4d•$26 - $33•Hybrid

About The Position

The Financial Wellness Specialist provides financial education, one-on-one coaching, and access to lending and savings products to support members’ financial health. With a focus on low-to-moderate-income communities, the coach develops customized financial action plans, facilitates workshops, and supports members in applying for loans and opening accounts. Coaches may have additional cultural or language specialties noted internally to enhance member trust and accessibility.

Requirements

Prior experience in financial coaching, community outreach, or banking preferred.
High school diploma or equivalent plus specialized financial education or credit counseling training.
Strong ability to engage and motivate diverse populations with empathy, clarity, and professionalism.
Must be proficient in Microsoft Office Suite and able to use databases and virtual meeting tools.
Must pass and maintain Certified Credit Union Financial Counselor (FiCEP) designation.
Employees must reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut.

Nice To Haves

Additional cultural or language specialties noted internally to enhance member trust and accessibility.

Responsibilities

Provide financial coaching and relationship building to members on budgeting, credit building, cash flow management, and goal-setting via in-person, virtual, and phone sessions at Greylock locations and partner sites.
Conduct outreach and deliver financial education workshops in schools, community centers, businesses, and partner organizations, tailored to the unique needs of each audience.
Serve as a loan interviewer for consumer loan products; support members in evaluating options, completing applications, and understanding terms.
Maintain and update financial coaching data in internal databases; assist with program tracking and partner reporting, including Banzai curriculum metrics.
Support account opening and member onboarding processes, including savings, checking, CDs, and online banking tools, in coordination with branch and lending staff.
Advise internal teams on strategies for engaging specific communities, serving as a cultural resource and utilizing culturally centric outreach practices to reach underbanked communities.