Financial Wellness Educator

Financial Wellness Educator

As ourFinancial Wellness Educator, you will:

• Design, develop, and execute comprehensive financial wellness and enrichment programs tailored for employees, partner Select Employee Groups (SEGs), and community members from diverse cultural and socioeconomic backgrounds.
• Produce high-quality instructional materials, including training manuals, scripts, workbooks, and interactive audio-visual aids.
• Deliver engaging educational sessions across various formats, small workshops, and large-group presentations.
• Develop and administer pre- and post-educational assessments to track knowledge retention and demonstrate program ROI.
• Curate and maintain a robust Training Resource library, ensuring all multimedia and printed content is current and accessible.
• Manage organized record-keeping, data entry, and file maintenance to ensure seamless program administration.
• Coordinate and direct all training schedules and logistics for internal and external events.
• Represent the Credit Union as a subject matter expert in interactions with consultants, trade professionals, community leaders, and SEG partner groups.
• Resolve inquiries and challenges from members and partners with professional urgency and courtesy.
• Serve as a brand ambassador, ensuring the Credit Union's professional reputation is consistently upheld in all public and private forums.
• Assist branches and business units with training resources and regular program updates.
• Keep Senior Management informed of outreach milestones, training successes, and any significant operational hurdles
• Complete all required reporting and maintain meticulous records of program attendance and engagement metrics.
• Attend and contribute to internal meetings and organizational committees as required.
• Research and write articles and digital content to supplement the financial wellness curriculum.
• Stay current on emerging financial literacy trends, educational technology, and industry-specific issues.
• Support the Business Development and Marketing teams with the planning and execution of large-scale community events.

Requirements:

• Bachelor's degree in Education, Finance, Communications, or a related field (or equivalent professional experience).
• 3–5 years of proven success in teaching, curriculum development, and program management.Understanding of Credit Union operations, products, and financial wellness technology.
• Exceptional public speaking and classroom management skills.
• Proven ability to build and maintain professional relationships.
• Self-motivated, highly organized, and able to meet strict deadlines.
• Bilingual (Spanish) highly preferred.

Benefits:

• Our 401k Match is as high as 7.98%
• We offer Blue Cross health insurance with up to 90% employee/70% dependent premiums paid
• You'll:
• • accrue 12 days of vacation per year
  • be given 5 days of personal leave per year
  • be given up to 13 paid holidays per year
• Our dress code is relaxed, business casual and company logo wear
• We have a team of trainers to get you ready to be fabulous on the job!

For a full list of our benefits, visit https://www.abricu.com/home/careers/benefits

Hours:

Mon-Fri 8:30am-5:00pm with required flexibility for events/activities outside of business hours

EOE