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2 F/T Financial Education Specialist Jobs in Fort Walton Beach, FL

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Eglin Federal Credit Union
Fort Walton Beach, FL | Full Time
$58k-80k (estimate)
3 Months Ago
Eglin Federal Credit Union
Fort Walton Beach, FL | Full Time
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F/T Financial Education Specialist
Eglin Federal Credit Union Fort Walton Beach, FL
$58k-80k (estimate)
Full Time | Business Services 3 Months Ago
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Eglin Federal Credit Union is Hiring a F/T Financial Education Specialist Near Fort Walton Beach, FL

F/T Financial Education Specialist
*Accepting Applications Through 03/04/2024*
Starting Pay: $21.85 hourly
Role:
Advance and maintain meaningful and measurable financial education programs that builds advocacy for Eglin FCU in support of membership, Select Employee Group, and community partner development and growth. Assist in the design, development and delivery of educational activities that support program objectives.
Essential Functions & Responsibilities:
  • Responsible for the design, development, implementation, measurement, and maintenance of EFCUs Financial Education program and the financial literacy content and resources for a variety of mediums (i.e. classroom, web-based, seminars, and simulated learning workshops).
  • Develop financial education strategies to effectively engage a wide range of targeted audiences. Proactively conduct outreach and develop working relationships with area organizations, schools, employers, local military installations, and city leaders to strengthen relationships and meet the unique needs of our community.
  • Coordinate and facilitate customized and interactive financial education workshops and follow up with feedback to measure effectiveness.
  • Research and identify the financial needs of our target market and recommend new products and services based on perceived target market needs and wants.
  • Work with VP of Membership and Community Development to compare financial education vendors across all mediums of instruction to meet the needs of our membership.
  • Develop and deliver Credit Union presentations to a variety of public groups/agencies that serve our market to increase awareness of the Credit Union, our products, and services.
  • Collaborate with local Military and Family Readiness Centers to expand and coordinate approved financial literacy briefings and presentations to key groups such as FTEC, PFMP, and Heart Link.
  • Participate in the implementation of financial education program for Credit Union staff development, working with specific Credit Union staff as appropriate.
  • Implement and oversee processes and procedures for the achievement of specific program/project goals.
  • Perform other job-related duties as assigned.
Performance Measurements:
Performance Measurements are not assigned.
Knowledge and Skills:
Experience
Three years to five years of similar or related experience.
Education
(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
Interpersonal Skills
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
Must possess strong public speaking, training, and facilitation skills with the demonstrated ability to present information to large groups of people in a clear, concise, and confident manner.
Must know how to use a personal computer and be familiar with Microsoft Word, Excel, Power Point, and InDesign.
Must be knowledgeable of EFCU policies, products, and services.
Physical Requirements
Must be able to life and carry up to 20 lbs.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$58k-80k (estimate)

POST DATE

02/23/2024

EXPIRATION DATE

05/19/2024

WEBSITE

eglinfcu.org

HEADQUARTERS

NICEVILLE, FL

SIZE

<25

FOUNDED

1954

REVENUE

<$5M

INDUSTRY

Business Services

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About Eglin Federal Credit Union

Eglin Federal Credit Union has nine branches serving members in and around Okaloosa, Santa Rosa and Walton counties. The Credit Union serves active duty, retired military and local honorably discharged veterans; local civil service employees; employees of many area businesses; members living within our geographic field of membership; and their families. We offer a full range of first-class financial services including auto loans, credit cards and mortgages. Eglin Federal Credit Union is an Equal Opportunity/Affirmative Action Employer - Females/Minorities/Veterans/Disabled. Eglin Federal Credi...t Union is an Equal Housing Lender. Federally Insured by NCUA. More
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