Financial Education Specialist
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Overview
Job Description
Role: Provides administrative and program support for the credit union's financial education initiatives. Working closely with the Financial Education Manager, this role helps coordinate presentations, workshops, and events, supports community partnerships, and assists with program evaluation. The Coordinator ensures that all financial education efforts run smoothly and reflect the credit union's mission to improve financial well-being in the community.
Essential Functions & Responsibilities:
- Assist with scheduling, preparing materials, and coordinating logistics for financial education presentations, workshops, and events. Support the tracking of participation, attendance, and outcomes for financial education programs. Help maintain and update financial education curriculum, resources, and digital tools.
- Act as a point of contact for schools, nonprofits, and community partners regarding scheduling and program details. Coordinate communication with participants and partners before and after events. Support volunteer engagement by coordinating staff who participate in presentations and community activities.
- Track program data and prepare reports for internal use and external stakeholders. Maintain records of community partnerships, presentations, and events. Assist with grant reporting or compliance documentation if applicable.
- Provide day-to-day administrative support to the Financial Education Manager. Assist in developing new ideas to strengthen community financial education outreach. Support other department projects and initiatives as needed.
- Perform other job-related duties assigned.
Performance Measurements:
Coordinates financial education initiative plans for new opportunities and events.
Prepares and maintains a variety of records and reports.
Promotes AmFirst by participating in community involvement and special events.
Develop and maintain knowledge of all credit union products and services in order to offer appropriate solutions to our community.
Routinely meets deadlines and completes projects with limited errors.
Knowledge and Skills:
Experience: Experience in program coordination, education, community outreach, or financial services is a plus.
Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Strong organizational and time management skills with attention to detail. Excellent verbal and written communication skills. Ability to build relationships with diverse community partners. Proficiency with Microsoft Office and comfort learning new digital tools. Passion for financial education and the credit union philosophy of 'people helping people.
Physical Requirements: Ability to lift up to 25 lbs. (e.g., transporting program materials).
Work Environment: Local travel required; reliable transportation is necessary.
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