Financial Coach

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 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.

What we offer

• A full-time, permanent position that will reward you through an 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   

You 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 do

• Member Education: Provide personalized Financial Coaching and education to members, helping them develop a deep understanding of personal finance, budgeting, debt management, and savings strategies.
• Financial Planning: Assist members in setting and achieving financial goals by creating comprehensive financial plans tailored to their individual circumstances and aspirations.
• Credit and Debt Management: Offer guidance on improving credit scores, managing debt effectively, and making informed decisions about loans and credit products.
• Budgeting and Savings: Help members create and maintain budgets that align with their financial goals, emphasizing the importance of emergency funds and long-term savings.
• Product and Service Guidance: Educate members on our credit union products and services, ensuring they are aware of options that can improve their financial well-being.
• Workshops and Seminars: Conduct financial wellness workshops, webinars, and seminars for members, both in-branch and online, covering a range of financial topics.
• One-on-One Consultations: Schedule and conduct individual consultations with members to review their financial situations, provide advice, and track progress.
• Data Analysis: Utilize financial analysis tools and credit reports to identify areas for improvement and provide data-driven recommendations.
• Documentation and Reporting: Maintain accurate records of member interactions, progress, and outcomes. Provide regular reports to management on the impact of the financial wellness program.
• Stay Informed: Keep up to date with financial industry trends, regulations, and changes in credit union products and services to provide members with accurate and timely information.

Knowledge/Skills/Experience Required: 

• Strong desire to work in a purpose driven organization.
• 3 to 5 years of experience. 
• Strong understanding of personal finance, credit, and debt management.
• Excellent communication and interpersonal skills.
• Experience in conducting financial workshops and one-on-one coaching.
• Proficiency in financial software and tools.
• Empathy and a passion for helping individuals improve their financial well-being.
• Ability to work both independently and as part of a team.
• Strong organizational and time management skills.

Education/Certifications/Licenses:

• A bachelor's degree in Finance, Economics, Business, or a related field (Behavioral finance, social work, credit counseling, etc.)

• Financial coaching or counseling certification preferred