Financial Education Program Specialist

The MidFirst Bank MoneyMoments® award-winning financial education program provides personal finance workshops and events for students of all ages. In 2024, the MoneyMoments team hosted 743 workshops to reach 29,718 participants! MoneyMoments accolades include recognition in the 2016, 2018, 2019, 2020 and 2023 American Bankers Association Community Commitment Awards, plus three Excellence in Financial Education Awards (EIFLE) in 2019, 2023 and 2024.

In partnership with the University of Oklahoma, MidFirst Bank provides an on-campus MoneyCoach program that assists students with personalized financial coaching and educational events.

PURPOSE OF POSITION

Financial Education Specialists serving as MoneyCoaches coordinate, design, and deliver the MoneyMoments financial education program on the University of Oklahoma campus.

PRINCIPAL RESPONSIBILITIES

Develop, coordinate, and deliver financial education workshops and events to OU students.

1. Customize and facilitate workshops, webinars and events
   • Schedule financial education events
   • Oversee event logistics, coordinate with all parties involved to deliver desired result
2. Create financial education content, including workshops, web, video, and social media
3. Develop university relationships to promote the MoneyMoments program and seek workshop bookings
4. Participate in financial education organizations and events

 

PREREQUISITE SPECIFICATIONS

Must have a passion for financial education and for guiding college students towards forming a strong financial future. This role primarily consists of presenting financial concepts to college students in a classroom environment, so presentation/teaching experience is a must. This could include teaching school, corporate training, student organization leadership, etc.

1. Bachelor’s degree in business, education, community relations, marketing or other related field
2. Outgoing and dynamic with the ability to quickly build rapport with students
3. Strong oral communication skills, including some experience in public speaking, teaching, or course facilitation. Must be comfortable presenting to audiences from 10 to 300
4. Strong written communication skills
5. Ability to complete assignments with little supervision and while adhering to time budget and deadlines
6. Business software skills, including Word, Excel, and PowerPoint, to prepare reports, presentations, and analyses
7. Ability to establish and maintain harmonious working relationships with business unit management, co-workers, and external contacts, and to work effectively in a professional team environment

WORKING CONDITIONS

Normal working environment in university setting. Includes occasional evening and weekend workshops or events. Event setup may include light lifting.