Financial Wellness Rep

About the role

As a member of our Branch Network, you will join a dynamic team of dedicated individuals committed to delivering exceptional service to our members. Hanscom Federal Credit Union operates with a members‑first mindset, guided by integrity, teamwork, innovation, and empathy. You are a dynamic, detail‑oriented, intuitive person who can develop relationships, build rapport, become a trusted team member, provide a high level of service, and possess strong organization and multi‑tasking skills while seeking a rewarding career where you are valued and respected.

Responsibilities

• 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.
• Responsible for achievement of personal sales goals, including referring members for Financial Wellness Coaching to certified coaches.
• Expected to have 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.
• At the request of the Manager, participate in business development events.
• Seek to obtain and/or advance Loan Officer status.
• Other duties as assigned.

Requirements

• Experience: At least one year of similar or related experience, including preparatory experience.
• Education/Certifications/Licenses: A high school degree or equivalent.
• Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In‑depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
• Physical Requirements: Able to bend, sit, and stand to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Capable of climbing/descending stairs in an emergency. Able to operate routine office equipment (computer terminals, keyboards, telephones, copiers, facsimiles, calculators). Able to routinely perform work on computer for an average of 6‑8 hours per day when necessary. Able to work extended hours or travel off site whenever required or requested by management. Capable of regular, reliable and timely attendance.
• Working Conditions: Able to routinely perform work indoors in a climate‑controlled shared work area with minimal noise.
• Equipment Used: General office equipment.

Benefits

• Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid sick and vacation time benefits.
• Incentive or bonus program.
• Commitment to career growth and development – skills aligned to business needs and progression opportunities.

Pay

$24.65/hr to $30.82/hr. Compensation for this position will be determined based on the candidate's experience, skills, and qualifications; final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role.

Schedule

Monday–Friday: 7:30 a.m. to 3:30 p.m.; Saturday: Closed; Sunday: Closed.