Financial Education Coach

• 401(k) Plan with Company Match
• Paid Time Off & Paid Holidays
• Medical Dental and Vision Insurance
• Robust Wellness Program
• Life & Disability Insurance
• Educational Assistance
• Generous Health Reimbursement Arrangement (HRA) Funds
• Employee Assistance Program (EAP)

• Conduct member consultations to assess their financial position and formulate a plan for the member to improve their individual situation.
• Keep appropriate notes and records of financial coaching sessions and member progress towards goals.
• Track and report financial counseling activities to the VP of Business & Community Development.
• Schedule and attend site visits for one-on-one consultations at members worksites or at a BMI FCU branch as requested; also assist with site visits as requested by the Business Development Department.
• Manage communication with members regarding Financial Coaching Appointments.
• Formalize implement manage and monitor the evaluation of the Financial Coaching program.
• Ensure the Financial Coaching section of the website is updated and is current including the Financial Education Coaching Agreement and Scheduler.
• Manage Certified Credit Union Financial Counselor (CCUFC) credentialing process with Training and Development Specialist.
• Manage relationships with employees that hold the CCUFC including recognition engagement in opportunities and tracking participation and providing resources to support counseling.
• Create a comprehensive/robust program centered around supporting staff development in obtaining and retaining the CCUFC credential.
• Work with Training and Development Specialist to promote and support the Financial Coaching and Education bachelors degree as part of Dollars and Sense University.
• Manage Financial Education materials.
• Manage content and post on social media and other outreach methods to promote financial wellness and Financial Education Program including community workshops and events.
• Build and publish Financial Wellness Newsletter with support from Marketing; maintain mailing list.
• Serve as back-up and co-presenter when needed for Financial Education Workshops.
• Provide input and assist in the promotion of community financial education workshops.
• Collaborate with Specialist to write spotlight article on financial wellness topics.
• Manage BMI FCUs 3^rd party partnerships with Banzai! And Its A Money Thing including monitoring content evaluating new content/products and contract status.
• Support youth programming alongside the Fin Ed Specialist
• Apply for local state and national financial education awards recognition & grants
• Maintain and gain thorough knowledge of products and services as well as any compliance regulations philosophy and organization structure applicable to job responsibilities on a self-directed basis.
• Provide friendly responsive service to all members; recommend appropriate products and services to benefit the member.

• Associate degree in Business Marketing Education Social Work Psychology Sociology Family and Consumer Science or related field strongly preferred; Bachelors degree preferred
• 1-3 years of related experience; a viable combination of experience and education will be considered
• Hold or achieve Credit Union Certified Financial Counselor (CCUFC) credential
• A clean driving record reliable transportation valid drivers license and proof of auto insurance required
• Ability to work a varied schedule (some early mornings late nights and weekend hours)
• Ability to work under minimal supervision
• Skill in oral presentations
• Skill in financial coaching
• Critical thinking and problem-solving skills
• Professional and proficient phone etiquette
• Experience with or ability to learn graphic design platforms interactive presentation software communication platforms survey tools and digital marketing programs such as Canva Mentimeter Zoom and Survey Monkey
• Proficient in Microsoft Office general computer programs and general office equipment
• Skills in organization and planning
• Ability to deal with others with courtesy tact and effectiveness a member focus orientation/ philosophy
• Ability to receive and maintain confidential information
• Ability to operate standard office machines (e.g. calculator copier fax etc.)

We Make it Easy

Founded in 1901 MRA is a nonprofit employer association that serves more than 4000 employers covering more than one million employees.

As one of the largest employer associations in the nation MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services information education and resources to help build successful workplaces and a powerful workforce.

We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company not an agency recruiter.