Expectations:
- Ensure Credit Union policies and procedures are being followed in compliance with applicable laws and regulations.
- Serve as the credit union’s financial education ambassador by developing relationships with local universities, public schools, trade schools and other organizations that can provide avenues for financial education.
- Utilize Banzai and CUNA Financial Literacy programs to develop both internal and external members’ financial literacy through the website, in person sessions and coordinating with trainer to help develop staff.
- Identify opportunities to work in partnership with schools and community organizations to increase knowledge of basic personal finance and other consumer related information that promotes financial self-sufficiency among targeted markets.
- Identify opportunities to promote Credit Union benefits through sponsored events and help to coordinate the workers for those events with Branch Managers and Vice President of Sales and Service.
- Track, measure and report community relations efforts on a monthly basis; establish and maintain metrics to determine the ROI, when applicable.
- May require a flexible schedule to coordinate events on some weekends and evenings.
- Perform other such duties as may be assigned which are commensurate with the position and in the best interest of the Credit Union.
Knowledge & Skills:
Expierence: Two years of similar or related experience, preferably with a financial institution.
Education: A high school education or equivalent with emphasis in Marketing or Business-related field and minimum of 2 years related experience; or equivalent combination of education and experience.
Interpersonal Skills: Candidate must possess strong written and oral communication skills with the ability to create effective financial literacy presentations. Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization. Should possess mental alertness, neatness in appearance, punctuality, dependability, and a cooperative attitude in relations with members and other employees.
Other Skills: Ability to prioritize workflow. Ability to learn new things in a relatively short amount of time. Initiative and ability to handle multiple assignments concurrently. Ability to use an array of workplace technologies, including advanced skills using Outlook. Attention to detail and accuracy is essential. Possess solid problem-solving and negotiation skills. Must be bondable.
Additional Information/Benefits
Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, 13 Paid Holidays, Short Term Disability, Long Term Disability, 401K with Company Match, Special Incentive Plans, Paid Time Off (PTO)
Benefits: Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, 13 Paid Holidays, Short Term Disability, Long Term Disability, 401K with Company Match, Special Incentive Plans, Paid Time Off (PTO)