Community Impact Specialist (Financial Educator)

Job Description

Job Description

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 14th year in a row (2014-2026)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.

Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:

• Full-time employees receive 100% paid health, dental & vision insurance
• Earn incentives up to 20%, depending on position
• 401K plan with employer matching funds up to 5%
• Profit Sharing
• Tuition reimbursement
• Gym membership reimbursement
• Paid time off for holidays, vacation, and sick days
• Credit Union West membership and discounts

Be part of our award-winning team!

Valid Driver License, some lifting, and some after-/before-/weekend hours required.

POSITION SUMMARY 

The Community Impact Specialist (CIS) plays a vital role in fostering positive relationships between the credit union and the communities we serve. The CIS will work closely with the Community Impact Manager to coordinate the organization’s efforts to create and deliver valuable financial education and wellness initiatives. The individual will have a strong understanding of the credit union, financial education strategies and curriculum, and social responsibility initiatives. This role will help support with the development and implementation of programs that align with our commitment to provide financial wellness to education-based organizations, businesses, and community relationships, while enhancing our brand reputation and growing community partnerships. The individual will enthusiastically work to achieve financial education goals and community outreach objectives, while enhancing the quality of life for our members/team members by meeting or exceeding their service expectations. Ensures that all community engagement initiative complies with relevant laws, regulations, and industry standards. 

ESSENTIAL FUNCTIONS & RESPONSIBILITIES 

• Financial Education – Creates and maintains financial education content for youth, adult, and underserved communities based on the needs of our employees, members, and communities. Coordinates with external financial education vendors to maximize exposure to credit union membership. Facilitates content at credit union events, community organization, and on marketing channels and social media platforms for engagement. Develops relationships within the education community to promote financial wellness programs. Supports strategies to establish partnerships with vendors, businesses, and organizations to achieve department goals. Schedules financial education opportunities with businesses to align the value of credit union membership with employee benefits. Ensures the credit union's quality and professional reputation is projected and maintained. Supports efforts to incorporate financial counseling activities into overall member experience. Research and coordinates industry and education-based grant funding opportunities to enhance initiatives. 

• Community Relations – Represents the credit union at community and charitable events, business gatherings, and social events with the objective of developing partnerships, sponsorships, and membership development in the community. Coordinates financial education efforts with Employee Volunteer Program organizations and events. Establish and maintains ongoing relationships with community partners to continue to expand and grow. 

• Administration and Reporting – Completes financial education activities and records information promptly. Establish and executes financial education calendar activities for both business development and community relations. Interfaces with Marketing on development and distribution of brochures, promotional materials, and financial education content. 

• Performs other duties as assigned.

QUALIFICATIONS & REQUIREMENTS 

EDUCATION: 

Bachelor’s degree obtained through a formal 4-year program at an accredited educational facility preferred or equivalent experience. 

EXPERIENCE: 

A minimum of 1-3 years in finance, community impact, business development, or education and training experience in a financial institution preferred. Experience developing and presenting credible financial wellness education to a diverse audience. Experience building and maintaining professional partnerships with community and business leaders. Bilingual (Spanish) is preferred. 

SKILLS & COMPETENCIES 

• Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).• Thorough knowledge and understanding of organization’s Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Lifting 30 pounds is required.

Key Words: Community Impact, Credit Union, Financial Education, Literacy, Training