Financial Wellness Specialist

Description

Job Title
:
Financial Wellness Specialist

Department: Marketing

Reports to
:
Community Impact Manager

Hours per Week
: 40 hrs./week Salary Exempt

Company Summary

Welcome to Financial Plus Credit Union (FPCU) – 'The Place where it’s Possible.'

At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact.

Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU – where you aren’t just making a living, but joining a PLACE where you can REACH your goals.

The Financial Wellness Specialist works with the organization to execute banking strategies and objectives to attract, retain and grow relationships with in and out of the Credit Union. Fulfill clients financial needs, collaborates and develops a presence within the community footprint of the organization amongst schools and other public entities in the ideation of growing the organizations membership, educating the member(s), and spreading awareness of finances.

• Builds and maintains relationships with members of the community
• Plans, develops, implements, and organizes events and volunteers to advance the mission and goals of the company
• Provides one on one financial education
• Deliver financial education workshops, and as needed, follow up sessions on relevant topics
• Prepare new and refine existing written financial education materials as needed
• Organizes community outreach programs and coordinates special events that will influence public opinion or promote products, services, or ideas of the company with an emphasis on financial education in the community
• Uses social media to coordinate community relations
• Participate in the implementation of financial education program for Credit Union staff development, working with specific Credit Union staff as appropriate
• Drafts and distributes/publishes various content pieces that promote the company, as well as individuals or groups within the company
• Develop and deliver Credit Union presentations to a variety of public groups/agencies that serve our market to increase awareness of the Credit Union, our products, and services
• Selects positive publicity materials and distributes them through a variety of channels
• Responds to inquiries from community members and other interested parties; when needed, recruits a knowledgeable spokesperson or information source to assist
• Must present a positive image of the Credit Union and themselves
• Conduct outreach/network with community organizations, credit union partners, the faith community, employers, city leaders, formal education programs, human service agencies, and other similar organizations and agencies that support the local community
• Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations
• Perform other duties as assigned

• At least an Associate’s Degree in Business or similar related experience
• 1-2 years of experience working in Marketing and/or Financial Education
• This position requires an understanding in basic computer skills including m365 suites
• Certified Credit Union Financial Counselor (must be obtained within 6 months of position)

• The ability to demonstrate strong oral and written communication skills
• The ability to stay organized, meet deadlines and stay timely with appointments within the scope of the community and schools
• Be able to work independently with little direction
• Presents a positive and professional image to members through effective and courteous verbal and written communications
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal…