Financial Education Program Lead

Location

Job Description:

Work Location: Fargo Corporate Office

Work Location Type: On-Site, Travel Required

Schedule: 8-5 M-F

The Financial Education Program Lead will lead the development and growth of Gate City Bank's enterprise financial education program, helping individuals and communities build the knowledge, confidence and practical skills to make informed financial decisions.

This position will serve as a key leader and subject-matter resource for financial education, bringing together education, community partnerships and internal expertise to create learning experiences across the communities Gate City Bank serves. This position will translate complex financial topics into practical, engaging experiences for a variety of audiences.

Program Strategy & Leadership

• Lead the development, implementation and ongoing evolution of Gate City Bank's financial education strategy and programming.
• Establish consistent standards for financial education experiences across the Bank.
• Identify opportunities to expand the reach and impact of financial education throughout Gate City Bank's footprint.
• Stay informed of emerging financial topics, educational approaches and community needs.

Curriculum & Education

• Develop and maintain engaging financial education curriculum and resources for a variety of audiences and financial needs.
• Deliver interactive educational experiences that translate financial concepts into practical, understandable information.
• Adapt educational content and delivery for different audiences, life stages and levels of financial experience.
• Continually enhance educational offerings based on participant needs, feedback and emerging topics.

Community Partnerships

• Build and maintain relationships with schools, colleges and universities, nonprofit organizations, employers and other community partners.
• Understand partner needs and develop appropriate financial education solutions.
• Represent Gate City Bank as a trusted financial education resource throughout the communities we serve.

Internal Collaboration

• Partner with Retail Banking and other subject-matter experts to incorporate real-world expertise into financial education.
• Equip participating team members with appropriate education, resources and support.
• Collaborate across Gate City Bank to create a consistent, high-quality educational experience.

Program Growth & Impact

• Establish measures to evaluate program reach, participant learning and overall impact.
• Gather participant and partner feedback and use insights to continuously strengthen the program.
• Communicate program progress, opportunities and outcomes to Bank leadership.
• Support continued growth and innovation of Gate City Bank's financial education efforts.

Additional Items

• Maintain knowledge of financial education trends and emerging financial issues.
• Collaborate with EPIC, Marketing, Retail Banking, Culture and other departments on financial education initiatives.
• Participate in community events, presentations and partnership opportunities.
• Travel throughout Gate City Bank's footprint as needed.
• Maintain appropriate program records and documentation.
• Perform other duties and responsibilities as assigned.

Other Duties:

• Deliver a consistently exceptional service experience for both team members and customers.
• Build and maintain effective working relationships with team members, leaders, customers, and external partners.

• Demonstrate reliability and accountability in attendance to support operational needs and service expectations.

• Comply with all Gate City Bank policies, procedures, and all applicable laws and regulations.

• Maintain a high level of attention to detail and accuracy in all responsibilities.

• Exercise sound judgment and make timely decisions in a fastpaced environment.

• Utilize approved AI-enabled tools and technologies to enhance productivity, support problem-solving and decision-making, and drive efficiencies while exercising sound judgment and adhering to company policies, privacy standards, and responsible use expectations.

Education and Experience: Bachelor's Degree; 3-5 years of similar or related experience in developing and delivering training; or equivalent combination of education and experience.

Other Skills:

• Demonstrated experience developing and delivering instructor-led education, training or facilitation programs.
• Strong ability to engage diverse audiences, simplify complex financial concepts and create practical learning experiences that build knowledge, confidence and action.

EOE/including Disability/Vets

Member FDIC