Financial Wellness Officer

Posted: 06/17/2020

Position Purpose/Summary: Responsible for coordinating and engaging with all levels of academia, underserved organizations, and chartered community areas to provide financial literacy education. This includes, but is not limited to, the scheduling and staffing of Life is a Reality, community based and in-school branch events.   Regionally, this position works with the community education coordinators to assist with overall scheduling and providing financial education to our schools, universities and community partners, as needed, and ensures that we are providing materials of value and relevance.   The Financial Wellness Officer shall focus on increasing brand awareness and general membership through providing valuable financial services to their audiences and community at large. This position will research, develop and market young adult products/services to increase penetration and memberships among this demographic.

 Essential Duties and Responsibilities: All duties and responsibilities align with Visions Federal Credit Union and are subject to reform at-will of the company. Job Duties include, but are not limited to:

  • Reviews all net new requests, regionally, for financial literacy education to determine the eligibility of requesting organizations in relation to our charter.
  • Schedules and participates in meetings, in-person or via WebEx, for the Director of Impact & Engagement and respective points of contacts from new, eligible organizations requesting literacy.
  • Assists Director of Impact & Engagement with creating, implementing, and executing financial literacy curriculum and events with our academia, community, and business partners within our charter areas.
  • Act as the primary liaison, within your region, to coordinate and present financial literacy education at academic institutions and other venues as needed.  
  • Required to attend all Life is a Reality events across all regions and provide support to colleagues within the department for other financial literacy events, expos, etc. as needed in their respective regions.
  • Build, manage, and maintain a portfolio of schools, businesses and community partners with whom we provide financial literacy education.
  • Work in partnership with the Community Development Department and conduct research of regional charter communities to identify partners working on common goals related to education, financial stability, and health/wellness.
  • Collaborate with regional Community Education Coordinators to build and maintain an up-to-date community partner volunteer portfolio; aid in the building, scheduling and marketing of financial literacy series and prepare an annual schedule of financial education events for the organization.
  • Designs PowerPoint presentations as requested and collects/catalogs a regional library of photos for use in engagement and marketing materials.
  • Provides information approved by the Director of Impact & Engagement to the Marketing Department for publishing on event calendars, as well as print and digital media platforms.
  • Subtly incorporate the awareness of the credit union and our respective products, services and current promotions in all literacy events and presentations while fostering relationships and increasing business.
  • Ensure that all necessary financial literacy materials and promotional items are consistently maintained in lean stock quantities.
  • Assists with all impact & engagement related special events coordination including, but not limited to, community receptions, grand openings, etc.
  • Conduct research and report outs to the Director of Impact & Engagement pertaining to updates in regional legislative requirements for financial literacy education, industry best practices, psychology of spending research and recommend the most applicable trends and improvements that would add value to our program.
  • Prepares monthly status reports of all financial education program activities to the Director of Impact & Engagement, respective staff for the Board Report, and Sr. Management as requested.
  • Assists with the identification and recommendation of monthly financial literacy topics to the Director or Impact & Engagement for newsletters, articles, and other media platforms as needed.
  • Assists the Director of Impact & Engagement in establishing, scheduling and participating in business/community partner reviews, in-person or via WebEx, for your region on a quarterly, bi-annually, or annual review period.
  • Keeps Director of Impact & Engagement abreast of any problems or service concerns causing business, community partner or member dissatisfaction.
  • Submits suggestions and ideas for improving efficiency, productivity and results of financial literacy efforts.
  • Participates in mandatory professional development training, seminars, and financial literacy conferences to stay abreast of best practices and trends in the industry.
  • Must be adaptable to changes in the work environment, comfortable with multiple competing demands and able to deal with frequent change, delays or unexpected events in a calm and logical manner.
  • All employees must embrace and foster an environment that supports our mission and core competencies.
  • Perform other job-related duties as assigned.

Standard Essential Physical Functions: 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. Daily requirements may include (but are not limited to):
  • Stand, walk, and/or sit for extended periods of time depending upon activities.
  • Lift/carry up to 10 pounds frequently and up to 20 pounds occasionally, push/pull, reach, grasp.
  • Typical manual dexterity for working with papers, files, keyboarding, etc.  
  • Use written, verbal visual, and nonverbal visual sources of communication using visual acuity.
  • Ability to drive own and/or company vehicle to community events and activities.
  • Must be flexible with work schedule and be able to attend meetings, events & education sessions after hours, along with travelling local and out of town.

Essential Knowledge, Skills, & Abilities Due to the nature of this role in dealing with members on an on-going basis, the position requires (and is not limited to):
  • Excellent project management skills and the ability to multi-task with proven attention to detail. Self-starter to formulate and execute.
  • High level of communication and interpersonal skills to communicate and teach financial literacy classes effectively throughout all the communities we serve, while representing the credit union positively to significant external publics.
  • Working knowledge of computer (PC) hardware video, audio & graphic capabilities, Internet background (i.e. ISP’s, website research, search engines, Google applications, popular social networking sites, blogs, and mobile applications.
  • Computer skills needed in Micro media Flash & flash animation, html, Microsoft Access and Excel.
  • Comfortable with use of all mobile devices and their capabilities for marketing initiatives.
  • Proven written and verbal communication skills to effectively create research on new products/services proposals and presentations for management team.
Education & Experience: We pride ourselves in our advocacy for education, growth, and opportunity for experience at Visions Federal Credit Union. This position would minimally require a bachelor’s degree or an equivalent combination of education & experience is required. Proven experience (1 to 3 years) with financial literacy, education, public speaking and/or presentation and marketing. Preference for bi-lingual Spanish fluency preferred due to members and community served.

 Usual Work Environment/Equipment Used: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, hardware video, audio, and graphics, etc.

Disclaimer: The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed. It may not contain a comprehensive inventory of all duties, responsibilities and qualifications required to perform work. Management retains the right to add or remove responsibilities at its discretion. The above job description does not constitute a contract of employment and Visions FCU may exercise its employment-at-will rights at any time. Employees are equally subjected to all policies and procedures of the company per the employee handbook.

EEOC & Affirmative Action Statement: Equal Employment Opportunity for all persons is a fundamental goal and policy of Visions Federal Credit Union. Visions recognizes and reaffirms Title VII of the Federal Civil Rights Act of 1964, New York’s Human Rights Law and Credit Union regulations that there shall be no discrimination against qualified applicants or employees on the basis, of race, color, national origin, religion, creed, age, handicap, disability, marital status, predisposing genetic characteristics, sexual orientation, or any other class protected by federal, state, or local law. It is the duty of Visions Federal Credit Union to provide reasonable accommodations to qualified individuals with disabilities under the Americans with Disabilities Act (ADA).

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