Financial Wellness Rep

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

• 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 You’ll Do

• Participate in and complete the credit union’s defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification.
• Deliver high‑quality, consistent member service.
• Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards.
• Achieve personal sales goals, including referring members for Financial Wellness Coaching to certified coaches.
• Maintain a full understanding of all in‑branch service functions, including account opening, loan application processing, and transaction processing.
• Assist in ensuring in‑branch compliance with Credit Union service levels.
• Participate in business development events at the request of the Manager.
• Seek to obtain and/or advance Loan Officer status.
• Perform other duties as assigned.

Who You Are – Financial Representative

You are a dynamic, detail‑oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You provide everyone 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.

Requirements

• 1+ years of similar or related experience, including preparatory experience.

Qualifications

• High school degree or equivalent.
• Strong interpersonal skills; ability to handle sensitive or highly confidential conversations with customers, colleagues, and vendors.
• Capability to motivate, influence, educate, and advise others on matters of significance.

Physical Requirements

• Ability to bend, sit, and stand to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lb.
• Capable of climbing/descending stairs in an emergency.
• Operate routine office equipment (computer terminals, keyboards, telephones, copiers, facsimiles, calculators).
• Perform computer work for an average of 6–8 hours per day, when necessary.
• Ability to work extended hours or travel off‑site as required by management.
• Regular, reliable, and timely attendance.

Working Conditions

• Indoors in a climate‑controlled shared work area with minimal noise.
• Use of general office equipment.

Pay

$24.65 /hr to $30.82 /hr, determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on prior experience, expertise, and specific role requirements.

Benefits

• Full‑time, permanent position with incentive or bonus program.
• Medical, dental, vision coverage.
• Flexible Spending Account (FSA).
• 401(k) retirement plan.
• Student loan paydown assistance.
• Paid sick and vacation time.
• Career growth and development opportunities aligned with business needs.