Financial Outreach & Education Coordinator

Financial Outreach and Education Coordinator

Blackhawk Community Credit Union began in 1965 with the Fisher Body Division of General Motors- Janesville and office employees of UAW Local 95. Over the last 59 years we have grown in locations, membership and technology. We currently serve over 45,000 members and are committed to partnering with our community members during all stages of their lives. Our Mission is simple, empowering members to reach financial goals. From a toolbox to 10 different branches, Blackhawk Community Credit Union has grown into a financial institution that is proud to serve members across Southern Wisconsin and Northern Illinois.

Benefits: We value our employees and their future and recognize their contribution to our success. It is for that reason that we offer competitive wages, and a comprehensive health, dental, and vision insurance package. We also offer paid time off, life insurance, disability, FSA, and 401K retirement benefits with employer match up to 5%.

The Financial Outreach and Education Coordinator supports the development and delivery of financial education programs within Blackhawk Community Credit Union, across schools and community organizations. The Financial Outreach & Education Coordinator contributes to youth engagement initiatives, maintaining relationships with educational partners, and facilitating workshops and events that promote financial wellness.

Major Tasks, Responsibilities and Key Accountabilities

•Assist in the coordination and delivery of financial literacy workshops, reality fairs, and classroom presentations in collaboration with local schools and community partners.

•Deliver financial literacy education programs to credit union employees, fostering internal financial wellness and professional growth.

•Assist in spearheading participation in credit union industry activities and groups to enhance individual development and organizational engagement and visibility.

•Collaborate with the team to manage the student branches, including tracking performance metrics and assisting with operational needs.

•Help develop and distribute educational materials, presentations, and digital content for financial literacy programs.

•Serve as a liaison with educators and school administrators to schedule events and gather feedback on curriculum effectiveness.

•Provide guidance and mentorship to youth apprentice tellers and student tellers supporting their learning and development.

•Collaborate with the Marketing Department to promote youth programs and financial literacy initiatives through social media and other channels.

•Assist in the creation and implementation of youth member cultivation programs, including perks, incentives, and outreach campaigns.

•Maintain accurate records of program participation, feedback, and outcomes to support reporting and continuous improvement.

•Support budgeting efforts by tracking expenses related to financial literacy events and materials.

•Attend community events and represent the organization in outreach efforts to promote financial wellness.

•Follows Processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA) Anti-Money Laundering (AML), and Combating the Financing of Terrorism (CFT). Complete required, annual BSA/AML/CFT training to ensure you understand your responsibilities that apply to BSA/AML/CFT, including:

o Prohibited Account Types

o SARs (Suspicious Activity Report)

o OFAC (Office of Foreign Assets Control)

o Monetary Instruments

o Record Retention

•Perform other duties as assigned

QUALIFICATIONS and COMPETENCIES

MINIMUM EDUCATION and EXPERIENCE

•Associate’s Degree in Education, Communications, Business, or related field; or equivalent level of knowledge, skills, and abilities typically acquired through work experience.

•2 years of experience in education, community outreach, or financial services.

PREFERRED EDUCATION and EXPERIENCE

•Experience working with youth or in educational settings.

•Familiarity with financial literacy concepts and curriculum development.

COMPETENCIES

•Ability to multitask and prioritize.

•Pass the pre-employment credit and background check.

OTHER (PHYSICAL, MENTAL, AND VISUAL SKILLS)

Physical Job Requirements

Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).

•Ability to move about and communicate with a diverse membership and employee group.

•Ability to accomplish the described responsibilities using computers and technology.

•Ability to sit and/or stand for extended periods of time.

•Ability to work in a changing, challenging, and fast paced work environment.

•Variable stress levels.

•Provide own transportation.

•Occasional business travel.

Cultural Values & Expectations

As the Financial Outreach and Education Coordinator, you are expected to embody and promote core cultural values of Blackhawk Community Credit Union. These values guide daily interactions, decision-making, and community engagement, ensuring a positive experience for members, partners, and employees.

•Member-Centric Service - Consistently prioritizes the financial wellbeing of members, partners and employees. Strive to exceed service expectations, build trust through empathy and active listening, and deliver personalized financial education that inspires confidence and empowerment.

•Integrity & Accountability - Demonstrate honesty, transparency, and ethical behavior in all actions. Take responsibility for commitments, follow through on obligations, and uphold the credit union’s reputation for trust and reliability within the community.

•Collaboration & Teamwork - Foster a supportive, inclusive, and cooperative work environment. Partner effectively across departments, with educators, and with community organizations to achieve shared goals and strengthen impact.

•Continuous Learning & Growth - Embrace opportunities for personal and professional development. Seek feedback, stay current on financial trends, and continuously improve program content and delivery to meet evolving community needs.

•Community Engagement – Actively represent BHCCU in schools, events, and partner organizations with professionalism and enthusiasm. Strengthen relationships through visible involvement and genuine connection, enhancing the credit union’s presence and reputation.

•Adaptability & Resilience – Maintain composure and positivity in dynamic, public-facing environments. Adjust quickly to changing schedules, group needs, or event circumstances with flexibility and professionalism.

•Respect & Inclusion - Treat all members, colleagues, and community partners with dignity and respect. Promote an environment where every voice is valued and each person feels empowered to learn and participate.

Career Path

The Financial Outreach and Education Coordinator position at BHCCU supports the development and delivery of financial education programs within BHCCU, across schools and community organizations. This role requires broad knowledge and expertise in many areas of financial literacy. High proficiency may be obtained after a minimum of 2 years in the role. The rate at which an individual develops expertise depends on a variety of factors, including the scope of responsibilities and the individual's capacity to lead, adapt, and manage multiple responsibilities.

Upon mastering the Financial Outreach and Education Coordinator role, employees may have opportunities to advance into the following positions:

•Operations & Teller Supervisor

•Assistant Manager

•Learning and Development Specialist

Employees are encouraged to pursue personal and professional development opportunities, embrace continuous learning, and actively participate in community engagement as they advance in their careers. Progression is based on mastery of current responsibilities and readiness for new challenges, reflecting the credit union’s commitment to innovation, member experience, and excellence.

Environmental Job Requirements

Typically located in a comfortable, quiet indoor area. There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.