Corporate Partnership Engagement Coordinator

Summary

• Supports FMFCU’s mission by connecting with members and communities through dynamic financial education programs and partnerships. Assists with the design and delivery of engaging financial literacy workshops, coordinates events, and acts as a trusted ambassador to promote financial wellness and Credit Union services.

Key Responsibilities

• Promotes financial education awareness for members and potential members of the Credit Union, within FMFCU’s field of membership.
• Develops and maintains relationships with assigned and unassigned SEG’s, corporate partners, education organizations and community stakeholders to drive credit union growth and engagement.
• Supports FMFCU’s larger corporate and community partners through adult financial education programming. Schedules classes, prepares appropriate curriculum and materials, teaches classes and seminars, prepares tracking reports, and gathers feedback to evaluate success.
• Facilitates curriculum to members, potential members, and partner groups in our field of membership through a high energy and enthusiastic style. 
• Partners with internal FMFCU Partners to identify and develop educational partnerships that link education and business development initiatives.
• Represents the Credit Union at educational related events throughout the region, which may include making one-on-one and large group presentations, and teaching financial literacy to colleges, corporate partners (SEG’s) and community groups.
• Coordinates and schedules resources and volunteers for community and corporate partner events.
• Researches financial resources and stays up to date on current trends to keep financial literacy education content up-to-date and relevant.
• Keeps current on credit union products, services, procedures, and regulations to effectively respond to member and potential
• member inquiries.
• Acts as an ambassador for FMFCU, refers business as appropriate.
• Is responsible for adhering to operational controls, including compliance with all required regulations and policies, such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the Franklin Mint Federal Credit Union and its members.

Education/Experience

• Bachelor’s degree in Finance, Education, Business, Communications, or a related field is preferred.
• Minimum of 2 years’ experience working within a financial institution or related environment.
• Proven experience delivering presentations or teaching financial concepts to large groups is required.
• Experience developing or managing financial education programs, community outreach, or partnership engagement is a plus.
• Strong knowledge of financial products, services, and regulations is preferred.

Other Qualifications

Strong demonstrated abilities required:

• Customer/Member Service
• Interpersonal/Team Player
• Presentation Skills
• Motivated/Works Independently
• Analytical/Problem Solving
• Organizational Skills
• Project Management Skills
• Detail Oriented
• Verbal/Written Skills
• Microsoft Office
• Prioritize/Multi-task

Also required:

• Ability to work a flexible schedule; early mornings, evenings, and weekends
• Heavy travel requirements; travel to various locations
• Must maintain confidentiality
• Ability to meet with or service internal/external customers and prospects as needed at various locations in the company’s geographic area.

Physical Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Other Duties

• This job description is not intended to be an all-inclusive list of responsibilities required for this job. Responsibilities may be assigned or changed at any time.

What we offer our team members:

• A competitive salary
• Team Based Incentives and Performance Bonus Opportunities
• Referral Incentive Opportunities
• Generous Paid Time Off
• Medical, Dental and Vision plans
• Health Savings Account with employer contribution
• Flexible Spending Accounts
• 401K with employer contribution and match
• Employer paid life insurance/AD&D
• Supplemental insurance plan options
• Employer paid Short and Long term disability programs
• Paid Family Leave
• Tuition Reimbursement
• Training and Development Programs
• Paid Holidays
• Paid Volunteer Time Off
• Employee Assistance Programs
• Pet Insurance
• YMCA360 Access

Equal Employment Opportunity

• FMFCU/SFN is an equal opportunity employer and prohibits discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age (40 and over), national origin or ancestry, physical or mental disability, genetic information, veteran status, uniformed service member status or any other status protected by federal, state or local law.

Offered pay rate for this position typically aligns with the minimum to midpoint of the salary range and varies based on factors such as qualifications and experience, budget, and internal alignment.

Salary : $24 - $32