Supervisor, Financial Coach

Hanscom Federal Credit Union•Billerica, MA

4d•$33 - $41•Onsite

About The Position

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. Hanscom Federal Credit Union is a member-first organization that prioritizes integrity, teamwork, innovation, and empathy. We make business decisions with our members at the top of mind, are honest and committed to doing what's best for our members and our company, believe we are in this together and all benefit from our success, identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes, and understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success.

Requirements

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 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 able to work extended hours or travel off site whenever required or requested by management.
Must be capable of regular, reliable and timely attendance.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.
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.