Supervisor, 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 purpose-driven 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

$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.
• 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 – Supervisor, 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 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.

What you'll do

• 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.

Knowledge/Skills/Experience

Required:

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…