Financial Wellness Coach at Greylock Federal Credit Union

North Adams, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Aug, 26

Salary

32.7

Posted On

29 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Coaching, Community Outreach, Budgeting, Credit Building, Cash Flow Management, Public Speaking, Loan Interviewing, Relationship Management, Emotional Intelligence, Active Listening, Microsoft Office Suite, Collaboration, Communication, Attention To Detail, Financial Education, Member Onboarding

Industry

Banking

Description

Position Title: Financial Wellness Coach Department: North County Work Arrangement: Hybrid- North County after every day In-Office training in Pittsfield Hybrid North County role with regular travel to Greylock branches and partner sites. Frequent public speaking and outreach in community settings. Sign on bonus: $1,500.00 sign on bonus available for full-time employment. Eligibility for the bonus is $500 after successful completion of onboarding/training to be paid with two months of service, and $1,000 after 6 months of continued full-time satisfactory service. We are guided by our IDEA principles - Inclusion, Diversity, Equity, and Accessibility-to support a workforce that reflects our community. Our principles support Greylock’s mission and our goals of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive, while also upholding our cultural standards of psychological safety, respect, and collaboration in every interaction. The Financial Wellness Coach I provides financial education, one-on-one coaching, and access to lending and savings products to support members’ financial health. With a focus on low-to-moderate-income communities, the coach develops customized financial action plans, facilitates workshops, and supports members in applying for loans and opening accounts. Coaches may have additional cultural or language specialties noted internally to enhance member trust and accessibility. Essential Functions & Responsibilities: 1. Provide financial coaching and relationship building to members on budgeting, credit building, cash flow management, and goal-setting via in-person, virtual, and phone sessions at Greylock locations and partner sites. 2. Conduct outreach and deliver financial education workshops in schools, community centers, businesses, and partner organizations, tailored to the unique needs of each audience. 3. Serve as a loan interviewer for consumer loan products; support members in evaluating options, completing applications, and understanding terms. 4. Support account opening and member onboarding processes, including savings, checking, CDs, and online banking tools, in coordination with branch and lending staff. 5. Maintain and update financial coaching data in internal databases; assist with program tracking and partner reporting, including Banzai curriculum metrics. Advise internal teams on strategies for engaging specific communities, serving as a cultural resource and utilizing culturally centric outreach practices to reach underbanked communities. The above is a description of the ordinary duties of the position. It should be expected that from time to time other duties, both related and unrelated to the above, may be assigned and, therefore, required Performance Measurements: 1. Increase in members coached and progress toward financial goals. 2. Number and quality of financial education sessions delivered. 3. Completion rate of financial coaching action plans. 4. Growth in product and service utilization from coached members. 5. Data accuracy and timeliness of required program reporting. 6. Upholds Greylock’s cultural standards by fostering respect, inclusion, psychological safety, and collaboration in all interactions. Knowledge and Skills: Experience: Prior experience in financial coaching, community outreach, or banking preferred. Education: High school diploma or equivalent plus specialized financial education or credit counseling training. Interpersonal Skills: Strong ability to engage and motivate diverse populations with empathy, clarity, and professionalism. Technical/Other Skills: Must be proficient in Microsoft Office Suite and able to use databases and virtual meeting tools. Must pass and maintain Certified Credit Union Financial Counselor (FiCEP) designation. Key Competencies: Communication Emotional Intelligence Attention to Detail Additional Competencies: Collaboration Active Listening Relationship Management Physical Requirements: Ability to lift up to 25 pounds and stand for long periods. Must be able to work nights and weekends to support community events. Work Environment: Hybrid role with regular travel to Greylock branches and partner sites. Frequent public speaking and outreach in community settings. Salary Range: The salary range for this role is $25.15 to $32.70 This is the salary range we in good faith believe we would pay for this role at the time of this posting. We may pay more than the posted range for exceptionally qualified individuals. An employee’s pay position within the pay band will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience (job and life), skills (specific and transferable), seniority, performance, and business organizational needs. This range may also be modified in the future. Service and stability: With a history going back to the 1930s, Greylock has served and grown within the Berkshire County community for almost a century, building deep roots in the area and the lives of the members we serve. Now serving over 100,000 members, Greylock is committed to building a team that loves to put others first. Opportunities to grow: We offer clear career pathways, ongoing training and upskilling, and a supportive culture that invests in your success. Here, your work is purposeful, values-driven, and makes a real impact in our community. Benefits that work: Greylock offers competitive benefits and a range of opportunities to grow your career. Choose from two comprehensive medical plan options, along with FSA Medical/Dependent Care, HSA/HRA, dental, vision, and wellness benefits. Additionally, our generous benefits package includes 401k plans with employer match and employer pension contributions, PTO, employee incentive plans, and an opportunity for profit sharing. Greylock offers employer paid life insurance along with both short- and long-term disability. Per an individual’s need, additional life, accident, critical illness benefits, and pet insurance, may also be elected.

Responsibilities

Provide one-on-one financial coaching and education to members, focusing on budgeting, credit building, and goal-setting. Conduct community outreach workshops and assist members with loan applications and account opening processes.