Financial Plus Credit Union - Michigan · 1 month ago
Financial Wellness Specialist
Flint,MI,US
Full-time
Onsite
Entry Level
1+ years expFinancial Plus Credit Union (FPCU) is committed to fostering connections and making a positive impact in the community. The Financial Wellness Specialist will execute banking strategies to attract and retain relationships, provide financial education, and organize community outreach programs to promote financial literacy.
BankingFinanceFinancial ServicesNon Profit
Responsibilities
Builds and maintains relationships with members of the community
Plans, develops, implements, and organizes events and volunteers to advance the mission and goals of the company
Provides one on one financial education
Deliver financial education workshops, and as needed, follow up sessions on relevant topics
Prepare new and refine existing written financial education materials as needed
Organizes community outreach programs and coordinates special events that will influence public opinion or promote products, services, or ideas of the company with an emphasis on financial education in the community
Uses social media to coordinate community relations
Participate in the implementation of financial education program for Credit Union staff development, working with specific Credit Union staff as appropriate
Drafts and distributes/publishes various content pieces that promote the company, as well as individuals or groups within the company
Develop and deliver Credit Union presentations to a variety of public groups/agencies that serve our market to increase awareness of the Credit Union, our products, and services
Selects positive publicity materials and distributes them through a variety of channels
Responds to inquiries from community members and other interested parties; when needed, recruits a knowledgeable spokesperson or information source to assist
Must present a positive image of the Credit Union and themselves
Conduct outreach/network with community organizations, credit union partners, the faith community, employers, city leaders, formal education programs, human service agencies, and other similar organizations and agencies that support the local community
Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations
Perform other duties as assigned
Qualification
Required
At least an Associate's Degree in Business or similar related experience
1-2 years of experience working in Marketing and/or Financial Education
This position requires an understanding in basic computer skills including m365 suites
Certified Credit Union Financial Counselor (must be obtained within 6 months of position)
The ability to demonstrate strong oral and written communication skills
The ability to stay organized, meet deadlines and stay timely with appointments within the scope of the community and schools
Be able to work independently with little direction
Presents a positive and professional image to members through effective and courteous verbal and written communications
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation
Ability to apply logical thinking to define problems, collect data, establish facts, and draw conclusions
Ability to be mindfully flexible and willing to go with the flow
Company
Financial Plus Credit Union - Michigan
Since 1952, Financial Plus has been putting today’s needs and tomorrow’s dreams all within reach.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brad Bergmooser
President/CEO
Wade Decker
Chief Financial Officer
Recent News
Company data provided by crunchbase