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Redstone Federal Credit Union · 1 day ago

Financial Education Coordinator

Huntsville, AL

Full-time

Hybrid

Mid Level

3+ years exp

Redstone Federal Credit Union is dedicated to providing financial education to the community. The Financial Education Coordinator develops programs and presentations to meet the financial needs of various groups, while also increasing awareness of the Credit Union's services.

BankingFinancial Services

Growth Opportunities

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

Create, capture and share videos regarding relevant financial education topics

Serve 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

Strategically look for ways to grow financial education outside of Madison County

Promotes the Credit Union by participating in community involvement and special events

Qualification

CUNA Financial Counseling CertificationFinancial Counseling experiencePublic speakingCurriculum developmentVideo creation toolsVirtual presentation platformsCustomer service practicesProblem resolutionCredit Union productsOffice software proficiencyTime managementEffective communication

Required

CUNA Financial Counseling Certification - within 12 months, as testing allows

3 years - Experience in Education, Financial Counseling or Financial Planning

Experience in public speaking and presenting to a variety of large and small groups

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

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

Works in both indoor and outdoor environments

Work hours may include early mornings, evenings, nights, weekends or holidays