What are the responsibilities and job description for the CU-THRIVE COMMUNITY ENGAGEMENT SPECIALIST position at Fox Communities Credit Union?
We currently have a new career opportunity for a full-time CU-Thrive Community Engagement Specialist based out of our corporate office (Enterprise) in Appleton! After initial onboarding onsite, this position could have the opportunity for hybrid (2-3 days onsite/week, 2-3 days remote) work consideration.
The CU-Thrive Community Engagement Specialist is a dynamic hybrid role that blends financial education, community outreach, member relationship building, and business development. This individual serves as a key connector between Fox Communities Credit Union and the communities we serve—delivering financial literacy, cultivating partnerships, supporting branch teams, and driving member growth.
The primary responsibilities of the CU-Thrive Community Engagement Specialist role include but are not limited to:
- Promoting and upholding the Fox Purpose, Mission, Vision, and Values
- Developing and delivering engaging financial literacy presentations and workshops for community partners and members
- Creating and maintaining educational content on topics such as budgeting, credit, saving, and debt management
- Building and maintaining strong relationships with local businesses, nonprofits, and community organizations
- Identifying and engaging prospective business and community partners to expand the reach of the CU-Thrive program
- Achieving assigned goals
- Serving as the primary contact for assigned community and business partners, ensuring satisfaction and ongoing collaboration
- Representing Fox at community events, benefit fairs, and partner meetings
- Collaborating with marketing to develop and distribute promotional materials
- Tracking outreach activities, member engagement, and performance metrics
- Working with internal teams to align messaging and ensure consistent delivery of financial education
Candidates for the CU-Thrive Community Engagement Specialist position should possess:
- (1) A two-year college degree, or (2) Completion of a specialized course of study at a business or trade school or relevant work experience
- Prior financial industry experience is required
- 5 years in sales, business development, education, or community outreach
- 1–2 years of experience in education, financial services, or community outreach preferred.
- Experience in financial services or team member (employee) benefits programs preferred
- Experience creating and delivering presentations to diverse audiences
- Excellent communication skills
- Passion for wanting to increase financial literacy for all
- Proficient at public speaking and conducting webinars
- Ability to display professionalism with well-developed communication necessary for working in a team environment and projecting a positive image as a representative of the credit union
- Excellent interpersonal skills with the ability to effectively communicate verbally and in writing
- Ability to facilitate interactive discussions with students and adults of all ages
- Goal-oriented with a proven track record of meeting or exceeding sales targets.
- Self-motivated with the ability to effectively work independently
- Creative marketing skills
- Attention to detail and superior organization and planning skills
- Bilingual (Spanish/English) a plus.
Hours: Mon.-Fri. 8am-5:00pm (there could be times where after hours and/or weekend hours are needed)
Fox Communities Credit Union is an over $3 billion in assets community-based credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.
Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, paid time off and caregiver leave! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! If you are enthusiastic about a rewarding career with a successful & growing credit union, apply now!
Equal Opportunity Employer of Protected Veterans, and Individuals with Disabilities.