Financial Well Being Program Communication Strategist jobs in United States
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Meritrust Credit Union · 1 day ago

Financial Well Being Program Communication Strategist

Meritrust Credit Union is committed to empowering members to achieve financial health. The Financial Wellbeing Communication & Program Coordinator will manage program logistics, develop engaging content, and collaborate with various departments to deliver impactful financial wellness initiatives.

Banking

Responsibilities

Oversee daily operations and logistics of financial wellness programs to ensure smooth execution
Develop and implement comprehensive program plans informed by member needs assessments and organizational goals
Coordinate schedules for activities and events, including venue arrangements, equipment setup, and participant registration
Monitor program budgets, track expenditures, and ensure cost-effective delivery of initiatives
Maintain accurate participant and program records in CRM systems for compliance and reporting
Manage relationships with internal stakeholders (HR, Marketing, Growth teams) and external vendors or community partners
Act as a liaison between Financial Wellbeing and Growth teams to craft digital strategies (blogs, reels, social media)
Coordinate monthly huddles for program champions, financial camps, and annual awards through ACU
Represent Meritrust at community events and foster partnerships to expand program reach
Create, curate, and maintain educational content on topics such as budgeting, credit management, debt reduction, and savings strategies
Collaborate with financial counselors and subject matter experts to ensure accuracy and relevance of materials
Develop content for multiple channels, including blogs, social media, email campaigns, and workshops
Manage the Financial Wellbeing website landing page and ensure brand consistency
Design interactive tools and resources to support financial counseling sessions
Ensure all content complies with regulatory requirements and organizational standards
Design and implement marketing and outreach strategies to promote program awareness and participation
Monitor engagement metrics and adjust content strategies to improve reach and impact
Collect and analyze data related to program participation, satisfaction, and outcomes
Prepare and submit reports detailing program progress, engagement, and impact

Qualification

Program coordinationStrategic communicationContent developmentCRM systemsData analysisCommunity engagementMarketing strategiesBudget managementCollaboration

Required

Oversee daily operations and logistics of financial wellness programs to ensure smooth execution
Develop and implement comprehensive program plans informed by member needs assessments and organizational goals
Coordinate schedules for activities and events, including venue arrangements, equipment setup, and participant registration
Monitor program budgets, track expenditures, and ensure cost-effective delivery of initiatives
Maintain accurate participant and program records in CRM systems for compliance and reporting
Manage relationships with internal stakeholders (HR, Marketing, Growth teams) and external vendors or community partners
Act as a liaison between Financial Wellbeing and Growth teams to craft digital strategies (blogs, reels, social media)
Coordinate monthly huddles for program champions, financial camps, and annual awards through ACU
Represent Meritrust at community events and foster partnerships to expand program reach
Create, curate, and maintain educational content on topics such as budgeting, credit management, debt reduction, and savings strategies
Collaborate with financial counselors and subject matter experts to ensure accuracy and relevance of materials
Develop content for multiple channels, including blogs, social media, email campaigns, and workshops
Manage the Financial Wellbeing website landing page and ensure brand consistency
Design interactive tools and resources to support financial counseling sessions
Ensure all content complies with regulatory requirements and organizational standards
Design and implement marketing and outreach strategies to promote program awareness and participation
Monitor engagement metrics and adjust content strategies to improve reach and impact
Collect and analyze data related to program participation, satisfaction, and outcomes
Prepare and submit reports detailing program progress, engagement, and impact

Benefits

Comprehensive medical insurance plan
Dental and vision insurance
Generous paid-time-off
12 paid holidays
Annual bonus (based off of annual results/scorecard each year)
401(k) plan
Wellness program
Tuition assistance
Employee loan discount
Employee Assistance Program (EAP)
Life and disability coverage

Company

Meritrust Credit Union

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Meritrust Credit Union offers loans, insurance, financial education, digital banking, and other services.

Funding

Current Stage
Growth Stage

Leadership Team

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James Nastars
President/CEO
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Jess Howard
VP, Chief Financial Officer
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Company data provided by crunchbase