Financial Wellness Rep

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 dedicated individuals committed to delivering exceptional service to our members.
Who we are – Hanscom Federal Credit Union

A full-time, permanent position that will reward you through either an incentive or bonus program.
Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
We look to develop your skills aligned to our business needs and help you progress in your career.
Who you are – Financial Representative
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.) 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. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing.
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. 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. Equipment Used:
General office equipment.