Job Detail

Financial Wellness Specialist Job Openings by Workers Credit Union in Leominster

Workers Credit Union Hiring 2020 - Workers Credit Union need the best people to fill Financial Wellness Specialist that will be placed in Leominster.

Workers Credit Union Recruitment 2020

Detail of : Financial Wellness Specialist Job Opening in Leominster

Career Opportunity: Financial Wellness Specialist Location will be at our Leominster, MA - Twin City Branch, and floating to other close-by branches.The schedule is full-time, 40 hours per week (Weekends and evenings required)At Workers Credit Union, we take pride in staying ahead of the curve and offering innovative ways to improve the daily lives of our members.As a Financial Wellness Specialist (FWS), you will help guide our members towards achieving their financial dreams by providing in-depth one-on-one consultations to talk about where life has taken them and where they’d like to go.Responsibilities:Provide individualized financial coaching to members to help them reach their desired goals at each life cycle
The FWS will take a holistic approach by evaluating each members overall financial wellness from; credit, budgeting, saving, education expense, home ownership and retirement
The FWS will act as a partner to collaboratively develop an individualized plan, create milestones, and monitor the member’s progress while they work towards achieving their outlined financial goals
Identify opportunities to refer members to specialized internal business partners such as small business, investments, mortgages and insurance to round out their financial plan
The FWS will also be required to travel to multiple branches in their designated area

Qualifications:One year of banking experience and one year of sales experience required
High School diploma or equivalent required
Excellent interpersonal and communication skills to work effectively with members, WCU employees, business associates and the public
Registration with the National Mortgage Licensing System ("NMLS") and maintaining active status and accurate information on file is mandatory.
Bilingual skills, specifically in Spanish, Portuguese and/or Hmong, are a plus. We offer a bilingual bonus payout.

Perks:Work in forward thinking, fast paced team where doing it right the first time is part of our culture
Exposure to cutting edge technologies
Generous paid time off that begins accruing on first day of employment
Comprehensive medical, dental and vision benefit plans with options to fit any lifestyle
401K plan with employer match
Tuition Assistance
Lucrative Bonus Programs

Workers Credit Union is an Equal Opportunity Employer.Job Type: Full-timePay: $19.00 - $20.00 per hourBenefits:401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Schedule:Monday to Friday

Supplemental Pay:Bonus pay

Experience:Banking: 1 year (Required)

Company's website:

Work Remotely:No

For further information, please refer official source from Workers Credit Union on following link below. To find out where you fit in, please visit :

Notes :
  • All applications are appreciated and will be treated confidentially.
  • Only short listed candidates will be notified.

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