Supervisor, Financial Coach

Hanscom Federal Credit Union•Billerica, MA

3d•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 purpose-driven individuals committed to delivering exceptional service to our members. Who we are – Hanscom Federal Credit Union Members-first – our members are our top priority. We make business decisions with our members at the top of mind. Integrity – we’re honest and committed to doing what’s best for our members and our company. What is right isn’t the same as what is easy. Teamwork – we are in this together and we all benefit from our success. Innovation – we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes. Empathy – we understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success.

Requirements

Experience 3-5 years of similar or related financial institution experience, including preparatory experience.
Associate's degree.
Ability to complete a designated financial counseling and coaching certification within the timeframe determined based upon HFCU’s training program.
Must be authorized to work in the US

Responsibilities

Responsible for the day-to-day operations of a designated branch, including but not limited to branch scheduling and employee coaching and training.
Provide supervisory overrides where necessary based on personally conducted due diligence and an in-depth knowledge of HFCU policies.
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.
Actively participate in identifying and participating in business development activities and events in the local community.
Act as a champion of the Hanscom Federal Credit Union brand in the local community.
Responsible for achievement of assigned branch goals.
Participate in and complete the credit union’s defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification
Work within the defined coaching process to collaborate with individuals and members to change or improve financial behaviors, develop a plan to overcome financial challenges; and conduct check-ins to help evaluate progress toward individualized goals
Deliver 1:1 individualized and small group coaching sessions through a variety of channels, including in-person, phone and video.
Proactively engage with and follow-up with members to ensure that mutually agreed to action plans have had the desired impact and work to evolve plans to match the member’s current situation
Perform other duties as assigned including, but not limited to, traveling to other branches as staffing needs require.