Member Education Program Specialist

We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.Partners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience.At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work.Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way.Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive.Join us—and experience what it means to truly love what you do.The Member Education Program Specialist supports the successful execution of Partners’ Path to Financial Stability program. This role manages the operational, tracking, and communication functions that ensure participants stay engaged, meet key milestones, and achieve their financial goals. The Specialist will oversee backend processes, maintain program data and platforms, coordinate participant communications, and partner closely with the Education & Development team to create a consistent, high-quality experience from enrollment to completion.Principal Responsibilities: Program Operations

• Manage the day-to-day operations of the Path to Financial Stability program from onboarding to completion.
• Own the program tracking process, ensuring accurate participant data, milestones, and financial goals are up to date.
• Maintain and update all program platforms, dashboards, tracking sheets, and reporting tools.
• Oversee scheduling and logistics for quarterly workshops, follow up sessions, and one-on-one counseling.
• Build and manage timelines, workflows, and checklists to ensure all program components stay on track.

Participant Tracking & Progress Management

• Track participant progress toward savings goals, milestones, deliverables, and attendance.
• Send proactive follow-ups, reminders, and communications for upcoming appointments, milestones, or missing items.
• Serve as point of coordination between participants, counselors, and program facilitators to ensure participants stay on track.
• Ensure high-touch, high-consistency communication throughout the year.

Data, Reporting & Compliance

• Compile weekly, monthly, and quarterly program reports for leadership.
• Analyze participation, attendance, and goal completion trends.
• Maintain documentation for audit-readiness and ensure data security and confidentiality.
• Support building insights and recommendations for program improvements.

Cross-Functional Collaboration

• Work closely with Education & Development, Member Experience, and Marketing to support program execution.
• Coordinate with certified financial counselors to ensure consistency in follow-ups and member experience.
• Partner with IT, BI, and vendors to troubleshoot or enhance tracking tools and systems.

Continuous Improvement

• Identify opportunities to streamline processes, automate tasks, or improve member touchpoints.
• Support the development of templates, workflows, and SOPs as the program grows

Additional Responsibilities:

• Support onboarding of new cohorts each quarter, including enrollment, materials, and communications.
• Maintain all member-facing resources, ensuring content is updated and accurate.
• Track and report on the $1,000 savings goal progress across all participants.
• Coordinate incentives, completion certificates, or recognition moments.
• Assist with workshop setup, materials, technology, and vendor coordination for MEDA team.
• Partner with Manager, MEDA on monthly virtual workshops.
• Coordination and Implementation.
• Partner with Retail Marketing team on monthly educational themes, with focuses on amplification through digital channels.
• Update educational curriculum and supporting documents as needed.

KNOWLEDGE & SKILLSMinimum Education Required to Perform Job:High School or GEDMinimum Years of Relevant Work Experience Required to Perform Job Upon Hire:2 to 5 yearsSpecific Experience Required:Experience in program coordination, project support, financial education, member experience, training and development or operations preferredOther Training, Technical Skills, or Knowledge Required:

• Strong organizational and project management skills
• Comfortable working with data, tracking tools, spreadsheets, and dashboards
• Excellent written and verbal communication skills
• Strong follow-through, attention to detail, and accountability
• Ability to manage sensitive financial information confidentially

Shift Work:Employee is non-exempt, generally Mon-Fri day shifts but may be required to work evenings, weekends, and holidays as needed.Physical Demands & Environmental/Working Conditions:This position is performed primarily in a traditional office or bank/credit union setting, in a hybrid role that will require in-office workdays, frequent branch visits and ability to work effectively on remote days. May be required to work nights and weekends.This position requires the ability to:

• Move self in different positions to accomplish tasks in various environments including tight and confined spaces
• Remain in a stationary position, often standing or sitting for prolonged periods
• Adjust, move, and carry objects up to 25 pounds in all directions, occasionally up to 50 pounds
• Stand for extended periods of times
• Perform repeat motions that may include the wrists, hands, and/or fingers. Use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
• Verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly.
• Hear average or normal conversations and receive ordinary information.  
• Prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.
• Work may include outdoor activity

DisclaimerThe information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees members assigned to this job.The hiring range for this position in Florida is $62,800 to $94,200 per year and in California is $70,960 to $106,440. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.#li-hybrid

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