Partners Federal Credit Union · 1 day ago
Member Education Program Specialist
Orlando, FL
Full-time
Hybrid
Entry, Mid Level
$63K/yr - $94K/yr
2+ years expPartners Federal Credit Union is dedicated to empowering its members and providing exceptional service. The Member Education Program Specialist will manage the Path to Financial Stability program, ensuring participant engagement and progress towards financial goals while collaborating with various teams to enhance the program's effectiveness.
BankingCredit CardsFinancial Services
Responsibilities
Manage the day-to-day operations of the Path to Financial Stability program from onboarding to completion
Own the program tracking process, ensuring accurate participant data, milestones, and financial goals are up to date
Maintain and update all program platforms, dashboards, tracking sheets, and reporting tools
Oversee scheduling and logistics for quarterly workshops, follow up sessions, and one-on-one counseling
Build and manage timelines, workflows, and checklists to ensure all program components stay on track
Track participant progress toward savings goals, milestones, deliverables, and attendance
Send proactive follow-ups, reminders, and communications for upcoming appointments, milestones, or missing items
Serve as point of coordination between participants, counselors, and program facilitators to ensure participants stay on track
Ensure high-touch, high-consistency communication throughout the year
Compile weekly, monthly, and quarterly program reports for leadership
Analyze participation, attendance, and goal completion trends
Maintain documentation for audit-readiness and ensure data security and confidentiality
Support building insights and recommendations for program improvements
Work closely with Education & Development, Member Experience, and Marketing to support program execution
Coordinate with certified financial counselors to ensure consistency in follow-ups and member experience
Partner with IT, BI, and vendors to troubleshoot or enhance tracking tools and systems
Identify opportunities to streamline processes, automate tasks, or improve member touchpoints
Support the development of templates, workflows, and SOPs as the program grows
Support onboarding of new cohorts each quarter, including enrollment, materials, and communications
Maintain all member-facing resources, ensuring content is updated and accurate
Coordinate incentives, completion certificates, or recognition moments
Assist with workshop setup, materials, technology, and vendor coordination for MEDA team
Partner with Manager, MEDA on monthly virtual workshops
Partner with Retail Marketing team on monthly educational themes, with focuses on amplification through digital channels
Update educational curriculum and supporting documents as needed
Qualification
Required
High School or GED
2 to 5 years of relevant work experience
Experience in program coordination, project support, financial education, member experience, training and development or operations preferred
Strong organizational and project management skills
Comfortable working with data, tracking tools, spreadsheets, and dashboards
Excellent written and verbal communication skills
Strong follow-through, attention to detail, and accountability
Ability to manage sensitive financial information confidentially
Benefits
A bonus and/or long-term incentive units may be provided as part of the compensation package
The full range of medical, financial, and/or other benefits
Company
Partners Federal Credit Union
Partners Federal Credit Union is a financial institution that offers banking, credit cards, insurance, personal and commercial loans.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ricky Otey
Chief Executive Officer & President
Recent News
2024-04-07
Business Insider
2024-04-07
Company data provided by crunchbase