Supervisor, Financial Coach

Pay

$33.00/hr to $41.26/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. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made. A full-time, permanent position that will reward you through a competitive incentive program.

Benefits

• Medical
• Dental
• Vision
• FSA
• 401(k)
• Student Loan Paydown
• Paid sick and vacation time

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.

Responsibilities

• Responsible for the day-to-day operations of a designated branch, including but not limited to 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.
• Assist in ensuring in-branch compliance with Credit Union service levels.
• Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing.
• Actively participate in identifying and participating in business development activities and events in the local community.
• Act as a champion of the Hanscom Federal Credit Union brand in the local community.
• Responsible for achievement of assigned branch goals.
• Participate in and complete the credit union’s defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification.
• Work within the defined coaching process to 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 a variety of 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, but not limited to, traveling to other branches as staffing needs require.

Requirements

• 3-5 years of similar or related financial institution experience, including preparatory experience.
• Associate's degree.
• Ability to complete a designated financial counseling and coaching certification within the timeframe determined based upon HFCU’s training program.
• 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 situation.
• Able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and 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.
• Able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
• Able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
• Able to read and carry out various written instructions and follow oral instructions.
• Able to complete basic mathematical calculations, spell accurately, and understand computer basics.
• Able to speak clearly and deliver information in a logical and understandable sequence.
• 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.
• Able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Able to effectively handle multiple, simultaneous, and changing priorities.
• Capable of exercising highest level of discretion on both internal and external confidential matters.
• Authorized to work in the US.

Skills

• Dynamic
• Detail oriented