Financial Literacy Coordinator

What You’ll Do:

• Develop and Maintain School and Community Relationships:
  • Establish and maintain strong partnerships with schools, educators, and community organizations
  • Serve as a liaison between the credit union and educational institutions
  • Regularly visit schools, attend education-focused events, and connect with key stakeholders, including school system leaders, counselors, and student organization advisors.
  • Track and document engagement efforts, measuring the effectiveness of relationships and program reach.
• Deliver Engaging Financial Education Programs:
  • Design and conduct financial education programs tailored for high school and college students.
  • Lead interactive financial literacy workshops, seminars, and classroom presentations.
  • Develop and maintain standardized course materials and presentation resources.
  • Utilize in-person and virtual formats to maximize accessibility and engagement.
  • Track participation and measure program impact through assessments and reporting tools.
• Support Educational and Community Initiatives:
  • Represent the credit union on school advisory boards, educational committees, and volunteer organizations
  • Advocate financial education by collaborating with school systems to integrate financial literacy into curriculum.
  • Support credit union initiatives that align with community education and youth engagement.
• Additional Responsibilities:
  • Manage program budgets and ensure cost-effective implementation.
  • Demonstrate professionalism, teamwork, and commitment to the organization’s mission and strategic goals.
  • Comply with all applicable policies, procedures, laws and regulations including but not limited to the Bank Secrecy Act.

What You Can Expect:

• We believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Benefits and Perks

Employer-Paid Benefits:

• Health Insurance (only employee premium paid)
• Short and Long Term Disability
• Life Insurance and AD&D

Benefits:

• Dental & Vision Insurance
• Health Care and Dependent Care Flex Spending Accounts
• 401K Plan with match (based on length of employment)

Perks:

• Generous paid time off- Earn over 3 weeks of PTO during your first year of employment
• Holidays- 11 observed holidays in addition to paid time off
• Tuition reimbursement- Up to $5000 per year
• Performance based Bonus program

What You Need To Succeed:

• Job Education and Experience Required:
  • Bachelor’s degree in marketing, education, business, or a related field OR 5 years of relevant experience.
  • Minimum 2 years of experience in marketing, community outreach, education, or public speaking.
• Preferred Education, Certifications & Experience (addition to above):
  • Experience in financial services or educational program development.
  • Familiarity with curriculum design and learning engagement strategies.
  • Proven ability to engage audiences and facilitate educational sessions effectively.
• Knowledge and Job Performance Requirements:
• • Excels at public speaking, customer service, problem solving and reasoning, decision making and sound judgment, written and oral communication.
  • Ability to work with little direct supervision
  • Proficient computer skills in Microsoft Outlook, Word, Excel, Publisher, PowerPoint, and Adobe Photoshop
  • Experience with virtual meeting platforms such as Webex, Zoom, Microsoft Teams,
  • Valid driver’s license with acceptable driving record

Physical Demands:

• 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.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear.
• Must be able to lift and carry up to 20 pounds.
• Vision requirements include close and classroom vision.
• Rarely required to travel by automobile.
• Occasionally required to work other than normal business hour