Develops and maintains relationships with community organizations, businesses, high schools and colleges, in their area of responsibility, to gain knowledge and understanding of their financial needs and prepare programs, curriculum, events and initiatives to provide education to meet the identified wants and needs. Develops and implements financial education and literacy plans and presentations, secures opportunities for presentations through networking and other tactics.
Job Description
Essential Duties and Responsibilities
Prepares and delivers financial education presentations to diverse groups in a variety of venues from onsite to virtual environments.
Increases community awareness of the Credit Union by supporting and actively participating in local programs with non-profit organizations, membership partners, schools and colleges to provide financial education programs across the community.
Researches tools and best practices of other financial institutions to develop curriculum for RFCU financial education outreach.
Prepares and executes financial education programs for a variety of groups from youth to adults, developing programs and curriculum and building off available resources.
Attends events and networks to develop connections with schools, non-profits, and organizations in our local communities; provides literature and promotional products, answers questions and promotes the Credit Union and financial education to grow the program.
Creates, captures and shares videos regarding relevant financial education topics.
Serves as the main point of contact for inquiries related to the financial education program and educate members on RFCU products and services to create efficiencies and autonomy.
Works with the Financial Education team to coordinate, grow and create initiatives, plans, events and new opportunities for financial education.
Prepares and maintains a variety of additional records and reports.
Promotes the Credit Union by participating in community involvement and special events.
Company Wide Expectations
Maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics.
Delivers friendly, caring service to internal and external members.
Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures.
Follow all physical and online security procedures and maintain strict confidentiality of all member information.
Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services.
Works scheduled hours and maintains punctuality.
Performs other related duties as assigned or requested.
EDUCATION/EXPERIENCE
Minimum Qualifications
To perform this job satisfactorily, an employee must be able to carry out each essential duty competently. The requirements listed below are representative of the education, experience, skills and abilities required.
An equivalent combination of education and experience may be considered.
Education Requirements
CUNA Financial Counseling Certification - within 12 months, as testing allows - Required
4 Year / Bachelors Degree - Business, Communications, Education or related field - Preferred
Experience Requirement
3 Years Experience in Education, Financial Counseling, Financial Planning, or Financial Services- Required
Experience in public speaking and presenting to a variety of large and small groups - Required
Knowledge of Kadince software - Preferred
SKILLS/ABILITIES
Effectively apply internal and external customer service practices and processes to meet quality service standards and achieve member satisfaction.
Learn and apply information, on a wide range of Credit Union products, services and regulatory compliance requirements, in order to assess member situations and develop solutions.
Resolve problems utilizing advanced knowledge and experience.
Communicate in a professional manner and deliver information clearly and effectively. Actively listen to questions, opinions and ideas of others. Use tact and diplomacy in sensitive and confidential situations.
Use correct English including spelling, grammar and punctuation.
Operate computers and use business software and other standard office equipment.
Understand and follow written and oral instructions.
Set priorities and manage one’s own time effectively.
Knowledge of video creation tools, including but not limited to; pre-production, recording & editing.
Proficient with virtual presentation platforms.
PHYSICAL DEMANDS
Physical Demands Disclaimer
The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
Intermittent standing, sitting, walking, bending and climbing.
Using hands repetitively to handle, feel or operate computers and other standard office equipment.
Reaching with hands and arms.
Lifting and carrying up to 50 pounds.
WORK ENVIRONMENT
Work Environment Disclaimer
An employee in this job will experience the following main work environments, others not listed may also be encountered on occasion;
Work Environment
Works in both indoor and outdoor environments.
Work hours may include early mornings, evenings, nights, weekends or holidays.
Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability.
We are proud to be a Drug-Free and Tobacco Free Workplace.
