Financial Representative

It’s an exciting time to be at Hanscom Federal Credit Union! 

As a member of our Financial Wellness WealthTrek Center, 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

• 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 – Financial Representative  

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

• Provide a friendly welcome, clearly introduce our location’s unique concept, and ensure seamless, engaging visits for all guests. Answer inquiries, provide guidance, and ensure every guest enjoys a smooth experience from start to finish through our questing room(s). Create and sustain an inviting, positive environment, making each visit impactful and enjoyable.
• Educate and support members on their journey towards financial wellness with the credit union’s initiatives. Collaborate with the financial wellness coaching team to identify coaching opportunities, provide support, and facilitate referrals. Promote the credit union’s commitment to financial wellness and community support through active participation in events and workshops.
• Manage and optimize Financial Wellness Coaches' appointments to improve member experience and minimize waiting times.
• Act as the face of the branch, enhancing member satisfaction through expert knowledge of credit union products and services, and resolving inquiries.
• Maintain cleanliness, functionality, and a welcoming atmosphere, resetting spaces as necessary to ensure readiness.
• Work with facility management and vendors to ensure all interactive and technical infrastructures operate flawlessly.
• Offer key services for new and existing members, managing a variety of transactions and account types. Consult members to identify and recommend appropriate financial products. Conduct deposits, withdrawals, transfers, and loan payments with precision and security.
• Participate in daily branch operations, including opening and closing procedures, cash handling, and transaction accuracy.
• Comply with all financial regulations and policies, applying risk management strategies to safeguard member information and prevent fraud.
• Performs other tasks or functions as required, requested, necessary or prudent from time to time.

Knowledge/Skills/Experience Required: 

• Strong desire to work in a purpose-driven organization 
• 3 to 5 years of similar or related experience; prior experience in banking or credit union roles, with a robust understanding of financial products and services. 
• Preferably holding an associate or bachelor’s degree in finance, Business Administration, or a related field. 
• Exceptional communication and customer service skills, capable of positively engaging with members. 
• Energetic, positive, enthusiastic, passionate, forward thinking, team player, coachable, aspirational and empathetic.
• Proficient in financial software systems and digital banking platforms. 
• Well-versed in financial regulations, compliance standards, and risk management practices. 
• Able to multitask and manage priorities effectively in a fast-paced environment. 

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 35 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.

WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

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.

** Must be authorized to work in the US **