Financial Representative

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 UnionMembers-first - our members are our top priority. We make business decisions with our members at the top of tegrity - 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 novation - 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 offerA 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 doEnsure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards.Participate in and complete the credit union's defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certificationDeliver high quality, consistent member serviceResponsible 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.At the request of the Manager, participate in business development events.Seek to obtain andor advance Loan Officer statusOther duties as assignedExperience1+ years of similar or related experience, including preparatory experience.EducationCertificationsLicensesA high school degree or equivalentInterpersonal SkillsA significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive andor highly confidential nature. Communications may involve motivating, influencing, educating andor advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.PHYSICAL REQUIREMENTSIs able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 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 CONDITIONSMust be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.MENTAL ANDOR EMOTIONAL REQUIREMENTSMust 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 andor 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 ** Equal Opportunity EmployerProtected VeteransIndividuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Created: 2025-02-10