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American Eagle Financial Credit Union · 2 days ago

Director, Financial Wellbeing

East Hartford, CT, US

Full-time

Onsite

Mid, Senior Level

5+ years exp

American Eagle Financial Credit Union is a purpose-driven organization dedicated to enriching lives and creating financial freedom. They are seeking a Director of Financial Wellbeing to design and deliver impactful programs, foster community partnerships, and mentor team members in financial literacy initiatives. The role involves strategic planning, program development, and collaboration across departments to promote financial education.

BankingConsultingFinanceFinancial ServicesInsurance

Responsibilities

Design, implement, and oversee a comprehensive financial wellbeing program that aligns with the credit union's mission

Develop and manage a curriculum that is accessible and effective for diverse audiences, meeting individuals "where they are" on their financial journey

Cultivate and maintain strong relationships with community organizations, schools, and non-profits to expand our outreach and deliver financial literacy content to new audiences

Act as a key ambassador for the credit union's commitment to financial wellbeing

Partner closely with the Talent and Training office to develop and deliver training programs that ensure our team members are equipped with the knowledge and skills to effectively deliver financial education and support to members and the community

Establish key performance indicators (KPIs) and develop a robust system for tracking and analyzing program engagement, outcomes, and impact

Regularly report on the results of our educational efforts, including the effectiveness of content and overall program reach

Lead the creation, and/or curation, of engaging and relevant financial education materials, including workshops, seminars, digital content, and other resources that promote financial capability and product awareness

Lead and mentor team members delivering financial wellbeing training and experiences. Work collaboratively across departments, including marketing, product development, and member services, to ensure a cohesive approach to financial education