Supervisor, Financial Coach

About the role

As a Supervisor, Financial Coach at Hanscom Federal Credit Union, you will join a dynamic team dedicated to providing exceptional service to members. You will be responsible for the day-to-day operations of a designated branch, including branch scheduling, employee coaching and training, and supervisory overrides. Your role also involves assisting in in-branch compliance, participating in business development activities, and delivering 1:1 coaching sessions.

Responsibilities

• Responsible for the day-to-day operations of a designated branch, including 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.
• Aid in ensuring in-branch compliance with Credit Union service levels.
• Participate in and actively participate in business development activities and events in the local community.
• Ensure achievement of assigned branch goals.
• Complete the credit union’s defined Financial Wellness certification program to achieve, maintain, and apply a rigorous Financial Wellness certification.
• 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 various 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 traveling to other branches as staffing needs require.

Requirements

• Experience: 3-5 years of similar or related financial institution experience, including preparatory experience.
• Education/Certifications/Licenses: Associate's degree. Ability to complete a designated financial counseling and coaching certification within the timeframe determined based upon HFCU’s training program.
• Physical Requirements: Is 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.
• Mental and/or Emotional Requirements: 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.

Qualifications

• Ability to communicate clearly and effectively.
• Strong organizational and multi-tasking skills.
• Excellent interpersonal and relationship-building skills.
• Ability to work independently and as part of a team.
• Passionate about helping members achieve their financial goals.

Skills

• Financial counseling and coaching certification.
• Customer service skills.
• Effective communication and problem-solving abilities.
• Ability to manage multiple tasks and prioritize effectively.

Benefits

• $33.00/hr to $41.26/hr
• Full-time, permanent position with a competitive incentive program.
• Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.

Pay

• $69,445 per year

Schedule

• Full-time