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Hanscom Federal Credit Union · 1 day ago

Financial Representative

Boston, MA

Full-time

Onsite

Entry Level

$25.02/hr - $31.28/hr

1+ years exp

Hanscom Federal Credit Union is a member-focused organization committed to exceptional service. The Financial Representative will ensure compliance in personal operations, deliver high-quality member service, and achieve personal sales goals while participating in the Financial Wellness certification program.

BankingFinancial ServicesNon Profit

No H1B

Responsibilities

Ensure 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 certification

Deliver high quality, consistent member service

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

At the request of the Manager, participate in business development events

Other duties as assigned

Qualification

Financial Wellness certificationCustomer serviceSales goals achievementOperational complianceInterpersonal skills

Required

1+ years of similar or related experience, including preparatory experience

A high school degree or equivalent

A significant level of trust, credibility and diplomacy is required

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

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