Financial Wellness Specialist

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Regular Full-Time Professional North Adams, MA, US

Salary Range: $25.63 To $32.75 Hourly

Position Title: Financial Wellness Specialist

Department: North Adams Branch

Work Arrangement: Hybrid (M-F 8am-5pm, 1 day remote with some nights and occasional weekends)

• Sign on bonus
  : $1,500.00 sign on bonus available for full-time employment. Eligibility for the bonus is $500 after successful completion of onboarding/training to be paid with two months of service, and $1,000 after 6 months of continued full-time satisfactory service.

We are guided by our IDEA principles - Inclusion, Diversity, Equity, and Accessibility - to support a workforce that reflects our community. Our principles support Greylock's mission and our goals of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive, while also upholding our cultural standards of psychological safety, respect, and collaboration in every interaction.

The Financial Wellness Specialist provides financial education, one-on-one coaching, and access to lending and savings products to support members’ financial health. With a focus on low-to-moderate-income communities, the coach develops customized financial action plans, facilitates workshops, and supports members in applying for loans and opening accounts. Coaches may have additional cultural or language specialties noted internally to enhance member trust and accessibility.

Essential Functions & Responsibilities:

45%

Provide financial coaching and relationship building to members on budgeting, credit building, cash flow management, and goal-setting via in-person, virtual, and phone sessions at Greylock locations and partner sites.

25%

Conduct outreach and deliver financial education workshops in schools, community centers, businesses, and partner organizations, tailored to the unique needs of each audience.

10%

10%

Serve as a loan interviewer for consumer loan products; support members in evaluating options, completing applications, and understanding terms.

Maintain and update financial coaching data in internal databases; assist with program tracking and partner reporting, including Banzai curriculum metrics.

5%

Support account opening and member onboarding processes, including savings, checking, CDs, and online banking tools, in coordination with branch and lending staff.

5%

Advise internal teams on strategies for engaging specific communities, serving as a cultural resource and utilizing culturally centric outreach practices to reach underbanked communities.

The above is a description of the ordinary duties of the position. It should be expected that from time to time other duties, both related and unrelated to the above, may be assigned and, therefore, required

Performance Measurements:

• Increase in members coached and progress toward financial goals.
• Number and quality of financial education sessions delivered.
• Completion rate of financial coaching action plans.
• Growth in product and service utilization from coached members.
• Data accuracy and timeliness of required program reporting.
• Upholds Greylock's cultural standards by fostering respect, inclusion, psychological safety, and collaboration in all interactions.

Knowledge and

Skills:

Experience:

Prior experience in financial coaching, community outreach, or banking preferred.

Education:

High school diploma or equivalent plus specialized financial education or credit counseling training.

Interpersonal

Skills:

Strong ability to engage and motivate diverse populations with empathy, clarity, and professionalism.

Technical/Other

Skills:

Must be proficient in Microsoft Office Suite and able to use databases and virtual meeting tools. Must pass and maintain Certified Credit Union Financial Counselor (FiCEP) designation.

• Communication
• Attention to Detail
• Relationship Management

Physical Requirements:

Ability to lift up to 25 pounds and stand for long periods. Must be able to work nights and weekends to support community events.

Hybrid role with regular travel to Greylock branches and partner sites. Frequent public speaking and outreach in community settings.

Salary Range:

The salary range for this role is $25.63 to $32.75. This is the salary range we in good faith believe we would pay for…