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Financial Specialist

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Posted: 07/16/2023

Financial Specialist

Full TimeProfessional
Requisition ID: 2060

Career Opportunity: Financial Specialist


Location: Gardner, MA


Location will be at our Gardner Branch, and floating to other close-by branches.


This position is full-time; approximately 40 hours per week. The candidate will be required to work a flexible schedule and occasionally work additional hours based on operational need. The Branch hours are Monday, Tuesday, Wednesday, Friday 9:00 am 5:00 pm, Thursdays 9:00 am 6:00 pm and Saturdays 9:00 am -1:00 pm.  Branch staff operational hours will be scheduled between 8:00 am to 6:15 pm. 


The salary range for this role is from $57k - $60k annually. Actual compensation will be determined based on experience, location, and other factors permitted by law.


You’re the first face our members see and the most important memory when they need legendary customer service or assistance with their financial goals


As our Financial Specialist, you will provide individualized financial coaching to our members to help us improve their daily lives. 


Every day we’ll rely on you to work collaboratively with members, through The Workers Wayᵀᴹ process, to improve financial behaviors, develop strategies to overcome challenges, and achieve financial goals. You’ll  meet with members and conduct quarterly check-ins to help evaluate progress toward individualized goals. The Workers Wayᵀᴹ empowers members at any life stage to achieve financial wellness through personalized one-on-one financial coaching. Learn more about how the Workers Wayᵀᴹ has positively impacted members lives and watch our member stories on our website. 

You will also be responsible for opening new accounts, cross selling credit union products and services; and completing consumer and home equity applications and closings. 

To thrive in this role, you must have a genuine interest in connecting with people and building relationships. Earning trust in relationships with others by consistently demonstrating integrity (honesty, consistency, and reliability) and professional competence are key! We’ll teach you everything else you need to know. 


About Workers Credit Union

Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.5 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!


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