Supervisor, Financial Coach
$68,640–$85,821 year
On-siteBillerica, Massachusetts, United States
Job Summary
Manage branch operations by overseeing scheduling, employee coaching, and training while providing supervisory overrides based on due diligence and policy knowledge. Ensure compliance with service levels by understanding account opening, loan processing, and transaction functions. Lead business development activities and community events to champion the organization's brand. Achieve assigned branch goals and maintain Financial Wellness certification to deliver 1:1 and small group coaching sessions in-person, by phone, or via video. Collaborate with members to improve financial behaviors, develop action plans, and conduct progress check-ins. Proactively follow up on agreed plans and evolve strategies to match member situations. Travel to other branches as staffing needs require. Perform other duties as assigned. Full-time permanent role with competitive compensation and benefits.
Required Qualifications
- 3-5 years of similar or related financial institution experience, including preparatory experience
- Associate's degree
- Ability to complete a designated financial counseling and coaching certification within the timeframe determined based upon HFCU's training program
- Must be authorized to work in the US
- Must be 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
- 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
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