Financial Development Educator

Description

Summary

Responsible for scheduling, organizing, developing and implementing a Financial Education program for the FFCU membership, employees and the communities we serve. Position will make cold calls to schedule the middle schools, high schools, colleges, businesses, non-profits and civic organizations for financial workshops and counseling sessions. Coordinate scheduling, training and development material for certified financial counselors (CFC) in collaboration with the Education Department and Branch Operations. Provide support or actual counseling as an active CFC to members including the development and implementation of a financial counseling plan. Develop training material for Financial Education events in the community. Track all events and the success of the program. Collaborate with the Marketing Department and other internal departments to advertise and communicate free Financial Counseling and Educational events offered.

Essential Functions

60% 1. Research and schedule financial education events at middle schools, high schools and colleges. Develop financial education training material, videos, PowerPoints, and podcasts that will be used for financial education classes and counseling sessions. Schedule/coordinate counseling sessions with CFCs and members. Educate financial counselors to effectively council members for consistent and productive sessions. Teach and/or co-teach classes offered. Track the metrics (subject, attendance and time) of the program. Provide management with details on scheduled events, successes, and roadblocks.

15% 2. Work with the Marketing Department and internal employees to schedule and advertise free financial education to our members within our communities. Track the growth of the programs and the number of members who have successfully undergone financial counseling. Develop positive relationships with CFCs as a Subject Matter Expert (SME), helping them to grow in expertise and work through challenges. Ensure financial counselors have the resources needed to support membership with financial education. Work with management and other departments to find solutions to roadblocks that are hindering success. If support or approval is needed from management, seek approval and implement changes to the program as needed.

15% 3. Represent the Credit Union during community functions and at public, social and business events on financial education. Prepare and deliver updates to management and the board on financial education programs.

Non-essential Functions

10% 1. Organize and coordinate other community involvement events and projects as needed. Handle any special projects as assigned by the VP of Education or Education Manager. Other duties as assigned.

Expectations

• Study, take and pass CFC certification. Maintain certification as required.
• Facilitate and/or co-facilitate educational events. Work with the Marketing Department to effectively market the educational courses being offered. Track the metrics (subject, attendance and time) of the events.
• Works cooperatively and collaboratively with co-workers, vendors and schools to achieve financial education goals, applying excellent member service principles. Professionally represent the credit union and handle any situations in a diplomatic way. Ensure all events start on time and information presented is accurate.
• Travel within New Mexico is required. Overnight travel may also be required.
• Inform management of events scheduled for the upcoming quarter and make recommendations should issues occur.

Requirements

Qualifications

Education: High school graduate, Associates degree desired.

Experience: 3 years credit union or financial institution experience preferred.

Knowledge, Skills, Abilities: Excellent written and oral communication skills. Strong interpersonal & organizational skills. Confident and effective public speaker with the ability to multi-task and meet deadlines. Must be self-starter with the motivation and enthusiasm to develop the program and promote credit union services. Must be proficient in Microsoft Office products (Word, Excel, PowerPoint, etc.).

Other: Employees may be reassigned to other departments or duties as needed to meet organizational and business requirements. This job description is not intended to be all-inclusive. Duties, responsibilities, and assignments may change at any time based on business needs.