Financial Wellness Coach

Greylock Federal Credit Union is committed to serving the Berkshire County community and is seeking a Financial Wellness Coach to provide financial education and one-on-one coaching. The role focuses on supporting low-to-moderate-income communities by developing customized financial action plans, conducting workshops, and assisting members with lending and savings products.

Responsibilities

• 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
• Conduct outreach and deliver financial education workshops in schools, community centers, businesses, and partner organizations, tailored to the unique needs of each audience
• Serve as a loan interviewer for consumer loan products; support members in evaluating options, completing applications, and understanding terms
• Support account opening and member onboarding processes, including savings, checking, CDs, and online banking tools, in coordination with branch and lending staff
• 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

Skills

• Prior experience in financial coaching, community outreach, or banking preferred
• High school diploma or equivalent plus specialized financial education or credit counseling training
• Strong ability to engage and motivate diverse populations with empathy, clarity, and professionalism
• 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
• Ability to lift up to 25 pounds and stand for long periods
• Must be able to work nights and weekends to support community events

Benefits

• 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 offer clear career pathways, ongoing training and upskilling, and a supportive culture that invests in your success.
• 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.
• 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.

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