Financial Coach, Branch Ambassador

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 dedicated individuals committed to delivering exceptional service to our members.Who we are – Hanscom Federal Credit UnionMembers-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.What we offerA full-time, permanent position that will reward you through a competitive incentive program.Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.We are committed to fostering career growth and development – when you join our organization it’s not just a job.We look to develop your skills aligned to our business needs and help you progress in your career.Who you are – Financial Coach, Branch AmbassadorYou are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide every member you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.What you'll doAct as the face of the branch, enhancing member satisfaction through expert knowledge of credit union products and services, and resolving inquiries.Provide a friendly welcome, clearly introduce our locations' unique concept, and ensure a seamless, engaging visit for all guests. Answer inquiries, provide guidance, and ensure every guest enjoys a smooth experience from start to finish. Create and sustain an inviting, positive environment, making each visit impactful and enjoyable.Educate and support members on their journey towards financial wellness with the credit union’s initiatives. Collaborate with the financial wellness coaching team to identify educational opportunities, provide support, and facilitate referrals. Promote the credit union’s commitment to financial wellness and community support through active participation in events and workshops.Manage and optimize Financial Coaches' appointments to improve member experience and minimize wait times.Maintain cleanliness, functionality, and a welcoming atmosphere, resetting spaces as necessary to ensure readiness.Work with facility management and vendors to ensure all interactive and technical infrastructures operate flawlessly.Offer key services for new and existing members, managing a variety of transactions and account types. Guide members through the loan application process and digital banking options. Consult members to identify and recommend appropriate financial products. Conduct deposits, withdrawals, transfers, and loan payments with precision and security.Participate in daily branch operations, including opening and closing procedures, cash handling, and transaction accuracy.Comply with all financial regulations and policies, applying risk management strategies to safeguard member information and prevent fraud.Performs other tasks or functions as required, requested, necessary or prudent from time to time.Knowledge/Skills/Experience Required:Strong desire to work in a purpose-driven organization3 to 5 years of similar or related experience; prior experience in banking or credit union roles, with a robust understanding of financial products and services.Preferably holding an Associate’s or bachelor’s degree in finance, Business Administration, or a related field.Exceptional communication and customer service skills, capable of positively engaging with members.Proficient in financial software systems and digital banking platforms.Well-versed in financial regulations, compliance standards, and risk management practices.Able to multitask and manage priorities effectively in a fast-paced environment.Qualifications Education

RequiredAssociatesExperience

Required

3 yearssimilar or related experience; prior experience in banking or credit union roles, with a robust understanding of financial products and services.Licenses & Certifications

PreferredFincert CPFCAFCPEEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

#J-18808-Ljbffr