Financial Literacy Specialist

Job Description

Job Description

Description:

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

· 60 % of our employees have been part of the Westmark family for 5+ years.

· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

· 85% of our managers were promoted from within the company.

· Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 70,000 members!

We also have some of the most impressive benefits in the industry:

· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.

· Excellent health insurance options for employees and family with shared premiums

· 401k with 75% company match and 2% profit sharing contribution

· Tuition Reimbursement and Scholarships

· Employee Assistance Program (Free counseling and legal services)

Position Summary: The Financial Literacy Specialist will develop, implement, and manage comprehensive financial education programs aimed at improving the financial knowledge and skills of students, members and potential members. The ideal candidate is a proactive educator with a strong understanding of financial concepts and a passion for community outreach.

Travel Requirements: Ability and willingness to travel for educational events throughout specified Region.

Key Responsibilities

Program Development and Implementation:

• Design and implement financial literacy programs tailored to various member segments, including youth, adults, seniors, and small business owners.
• Create and maintain engaging educational materials, including presentations, brochures, and online resources.
• Work collaboratively with branch staff to coordinate presentations.

Workshops and Seminars:

• Plan, organize, and conduct financial education workshops and seminars on topics such as budgeting, credit management, saving and investing, and retirement planning.
• Collaborate with community organizations and schools to expand outreach efforts.

Outreach and Collaboration:

• Build and maintain relationships with local community organizations, schools, and businesses to promote financial literacy programs.
• Represent the credit union at community events and financial education fairs, events, public speaking engagements.

Monitoring and Reporting:

• Track and analyze the effectiveness of financial literacy programs and report on key performance indicators.
• Provide regular updates and recommendations to the Relationship Development Manager.

Continuous Improvement:

• Earn CCUFC and CFEI Certifications.
• Stay up to date with industry trends, best practices, and regulatory changes related to financial education.
• Continuously seek feedback from members and stakeholders to improve program offerings.

Qualifications

• Bachelor’s degree in finance, education, business, or a related field preferred.
• Certification in financial counseling or education (e.g., AFCPE, NFEC) is preferred
• Minimum of 3 years of experience in financial education, financial counseling, or a related role.
• Strong knowledge of personal finance concepts and financial products.
• Excellent presentation and public speaking skills.
• Ability to communicate complex financial concepts in a clear and understandable manner.
• Proficient in using educational technology and creating digital content.
• Strong interpersonal and relationship-building skills.
• Self-motivated with the ability to work independently and as part of a team.

Key Competencies:

• Financial Acumen
• Communication Skills
• Presentation Skills
• Interpersonal Skills
• Analytical Skills
• Problem-solving
• Organization Skills
• Public Speaking
• Relationship Development
• Events/Event Management
• Inventory Fulfillment

Physical Requirements:

• Ability to move around and travel to various locations for workshops and events.
• Manual Dexterity and hand-eye coordination for tasks such as typing and operating office equipment.
• Sitting for extended periods of time.
• Visual and auditory abilities to understand and communicate with the public.
• Repetitive motion using wrists, hands, and fingers.
• Occasionally lift and carry up to 25 lbs., if required for departmental tasks.

Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws,