Financial Wellness Associate Jobs Near Me

• Conduct member consultations to assess their financial position and formulate a plan for the member to improve their individual situation.
• Keep appropriate notes and records of financial coaching sessions and member progress towards goals.
• Track and report financial counseling activities to the VP of Business & Community Development.
• Schedule and attend site visits for one-on-one consultations, at members’ worksites or at a BMI FCU branch, as requested; also, assist with site visits as requested by the Business Development Department.
• Manage communication with members regarding Financial Coaching Appointments.
• Formalize, implement, manage, and monitor the evaluation of the Financial Coaching program.
• Ensure the Financial Coaching section of the website is updated and is current, including the Financial Education Coaching Agreement and Scheduler.
• Manage Certified Credit Union Financial Counselor (CCUFC) credentialing process with Training and Development Specialist.
• Manage relationships with employees that hold the CCUFC including recognition, engagement in opportunities and tracking participation, and providing resources to support counseling.
• Create a comprehensive/robust program centered around supporting staff development in obtaining and retaining the CCUFC credential.
• Work with Training and Development Specialist to promote and support the Financial Coaching and Education bachelor’s degree as part of Dollars and Sense University.
• Manage Financial Education materials.
• Manage content and post on social media and other outreach methods to promote financial wellness and Financial Education Program, including community workshops and events.
• Build and publish Financial Wellness Newsletter, with support from Marketing; maintain mailing list.
• Serve as back-up and co-presenter when needed for Financial Education Workshops.
• Provide input and assist in the promotion of community financial education workshops.
• Collaborate with Specialist to write spotlight article on financial wellness topics.
• Manage BMI FCU’s 3rd party partnerships with Banzai! And It’s A Money Thing, including monitoring content, evaluating new content/products, and contract status.
• Support youth programming alongside the Fin Ed Specialist
• Apply for local, state, and national financial education awards, recognition, & grants
• Maintain and gain thorough knowledge of products and services, as well as any compliance regulations, philosophy, and organization structure applicable to job responsibilities on a self-directed basis.
• Provide friendly, responsive service to all members; recommend appropriate products and services to benefit the member.

WORK ENVIRONMENT: Office environments, some traveling and outdoors environments

QUALIFICATIONS AND SKILLS REQUIREMENTS:

• Associate degree in Business, Marketing, Education, Social Work, Psychology, Sociology, Family and Consumer Science, or related field strongly preferred; Bachelor’s degree preferred
• 1-3 years of related experience; a viable combination of experience and education will be considered
• Hold or achieve Credit Union Certified Financial Counselor (CCUFC) credential
• A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
• Ability to work a varied schedule (some early mornings, late nights, and weekend hours)
• Ability to work under minimal supervision
• Skill in oral presentations
• Skill in financial coaching
• Critical thinking and problem-solving skills
• Professional and proficient phone etiquette
• Experience with or ability to learn graphic design platforms, interactive presentation software, communication platforms, survey tools, and digital marketing programs such as Canva, Mentimeter, Zoom, and Survey Monkey
• Proficient in Microsoft Office, general computer programs, and general office equipment
• Skills in organization and planning
• Ability to deal with others with courtesy, tact, and effectiveness – a member focus orientation/ philosophy
• Ability to receive and maintain confidential information
• Ability to operate standard office machines (e.g. calculator, copier, fax, etc.)