In-School Financial Wellness Officer- Seton Catholic Central High School, NY

Visions Federal Credit Union

Binghamton, New York

JOB DETAILS
SKILLS
Banking Services, Budgeting, Business Development, Communication Skills, Credit Union, Diversity, Financial Literacy, Financial Reporting, Financial Transactions, Follow Through, Futures, Interpersonal Skills, Leadership, Mathematics, Microsoft Office, Multilingual, Multitasking, Organizational Skills, Presentation/Verbal Skills, Public/Media/Press/Analyst Relations, Regulatory Requirements, School Buildings, Secondary School, Spanish Language, Student Financial Services, Student Loans, Training/Teaching, Transaction Processing/Management, Tuition Reimbursement
LOCATION
Binghamton, New York
POSTED
5 days ago
WHO WE ARE

We're in the business of people helping people, and you can help us make an impact on our members’ lives and in your community. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.

Work with us – and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits, including:

  • Retirement benefits – pension plan, 401(k) with employer match
  • Excellent health benefits – medical, dental, vision, and supplemental coverage
  • Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
  • 10+ paid holidays per year
  • Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
  • Employee recognition program
    ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.

ABOUT THE POSITION

Position Title: In-School Financial Wellness Officer

Position Overview: As an In-School Financial Wellness Officer, you’ll serve as the primary connection between Visions Federal Credit Union and an assigned school district. You’ll build strong relationships with students, staff, families, and community partners while promoting financial literacy, supporting in-school branch operations, and creating meaningful learning opportunities for students.

This is a highly visible, community-centered role for someone who enjoys public speaking, relationship building, student development, and helping people feel more confident about their financial futures.

Position Type:Full-Time. Regular shifts include Monday to Friday 7:30AM-4:00PM..

Compensation Range: $28.00/hr. -$36.50 /hr.*Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Seton Catholic Central High School ,Binghamton, NY 13905

What you’ll do in this role:

  • Lead and support the in-school internship program, helping students gain practical experience in areas such as budgeting, resumes, interviewing, and professional development.
  •  Deliver financial education through classroom presentations, student groups, walk-ins, events, and one-on-one conversations.
  •  Serve as the main liaison between the school district and Visions, coordinating requests related to speaking engagements, sponsorships, financial education, and school events.
  • Support student and family engagement opportunities, including orientations, parent-teacher events, PTA programs, workshops, and financial wellness presentations.
  • Facilitate or support financial literacy clubs, Life is a Reality events, summer business academy programming, expos, and other community-based initiatives.
  •  Process financial transactions accurately and provide exceptional service while following credit union policies, procedures, and regulatory requirements.
  • Promote financial wellness tools and resources, including educational apps and materials that support students, staff, and members.
  • Partner with Financial Wellness team members and leadership to report on financial education efforts, share insights, and support regional initiatives.
  • Maintain confidentiality, protect member information, and uphold all applicable compliance expectations.

What success looks like

  •  You build trusted relationships with school partners, students, families, and community members.
  • You deliver engaging financial education that helps students and members feel more confident managing their money.
  •  You create meaningful student learning experiences through internships, classroom support, events, and financial wellness programming.
  • You represent Visions with professionalism, accuracy, and a strong service mindset in every interaction.
  • You stay organized, communicate clearly, and follow through on commitments across school, community, and internal partnerships.

What we’re looking for

  • Associate degree and 1–2 years of experience in financial literacy, business development, education, public speaking, or a related area; 3–5 years of relevant experience may be considered in lieu of a degree.
  • Strong communication, presentation, and interpersonal skills.
  • A passion for financial education, student development, community engagement, and member service.
  • Ability to build relationships with school partners, students, families, community members, and internal teams.
  • Strong organizational skills with the ability to manage multiple priorities and adapt to changing needs.
  • Proficiency with Microsoft Office and standard office technology.
  • Ability to perform basic mathematical functions and follow policies, procedures, and regulatory requirements.
  •  Commitment to supporting a welcoming, inclusive environment.

Preferred qualifications

  •  Bachelor’s degree.
  • Bilingual Spanish fluency, preferred based on the members and communities served.

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

MISSION AND VALUES 

Our mission is to MAKE VISIONS MATTER. 

  • To our members, we will provide value and relevance.
  • To our employees, we will be a premier organization and provide opportunities for career advancement.
  • To our community, we will be a leader and provide a positive impact.

At Visions, we’re an organization with Integrity that builds Community, provides exceptional Service to all, and continually strives to earn your Trust.

We make Visions matter. You can, too. #ClaimYourSeat

LEARN MORE 

Click a link to learn about:

If you have any questions, please contact the Talent Team directly at 800.242.2120, ext. 10501 or by emailing us at

TalentTeam@visionsfcu.org

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About the Company

V

Visions Federal Credit Union

Visions Federal Credit Union, $3.4 billion in assets, Headquartered in Endwell, NY is a not-for-profit financial institution, completely owned by its members. Founded in 1966, our roots are rich with IBM history. Our footprint has expanded through the years to include offices in communities throughout New Jersey, New York, and Pennsylvania. Visions is a strong, stable credit union offering a wide variety of quality financial services. Think of us as more than your financial institution. We're your trusted partner and we want to help you succeed. It is our intent to offer the products and services which will make your life easier - today, tomorrow, and always. We provide you with a safe place for your money to grow; your first car loan; funds to start a new business; a mortgage for the house of your dreams - and more! Our staff, managers, directors, and supervisory committee are dedicated to providing you the best member service at every interaction. We believe in "people helping people" and your business is important to us and greatly appreciated.

COMPANY SIZE
100 to 499 employees
INDUSTRY
Financial Services
FOUNDED
1966
WEBSITE
https://www.visionsfcu.org/