Financial Empowerment Specialist

2 months ago

Saint Paul, United States Blaze Credit Union Full time
Job DescriptionJob Description

The Financial Empowerment Specialist is responsible for supporting Blaze Credit Union’s vision to be the premier credit union provider of financial wellbeing and supporting financial wellbeing initiatives within our credit union, schools, partners, and communities we serve. This will be through efforts in the high school credit union branches, financial wellbeing presentations, reality fairs, community events, and work with the Blaze Credit Union Foundation.

Major Duties and Responsibilities

  • Work closely with the AVP of Financial Empowerment to develop and evaluate effectiveness of the annual school branch financial wellbeing plan; reviews and modifies school branch financial wellbeing program as needed to ensure the success and goals of the program and credit union
  • Work closely with the City of Saint Paul’s Right Track Program in hiring student associates.
  • Coordinates all school branch activities, train student associates, and assists student associates daily at school branches
  • Assist with summer student internship program
  • Assist with opening new student membership accounts and educate students on products and services
  • Assists in school branch operations
  • Works school branches during the school year
  • Develop and deliver presentations, seminars, and webinars on financial wellbeing topics for you and adults
  • Attend reality fairs, school branch activities, parent teacher conferences, open houses, and community events
  • Monitor and research information regarding financial education resources and activities of credit union competitors
  • Assist in preparation of financial education reporting
  • Provide broad-based administrative support for the Blaze Foundation; tasks may include special project reports, documentation creation, general service support.
  • Attend in-person functions and/or presentations at schools, district offices, or off-site locations along with afterhours events and weekend functions, as necessary
  • Prepare educational materials such as modules, summaries, videos, etc.
  • Ensure associates are provided with the training and tools to provide consistent and positive member interactions across all touchpoints
  • Assists in the administration of Blaze’s Learning Management System
  • Assists in the development and maintenance of the Learning Service Center
  • Obtain feedback on training methods and materials to iterate best practices

Other Duties

  • Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
  • Exhibit Blaze’s 5A culture – Ambassador, Achievement, Ambition, Ability and Attitude?
  • Regular and predictable attendance
  • Perform other duties as assigned to support effective department operation

Job Requirements___________________________________________________

Experience/Education/Certifications/Licenses

  • High School degree or equivalent
  • 3 years of banking experience

Demonstrated Knowledge

  • Strong customer service skills with the ability to communicate effectively and professionally
  • Familiarity with credit union products and services
  • Knowledge of Microsoft Word, Excel, and PowerPoint
  • Knowledge of meeting software, such as Zoom and Teams
  • Excellent time management skills
  • Excellent presentation skills
  • Ability to collaborate with individuals at all levels of the organization
  • Must have a valid driver's license with a safe driving record
  • Position requires travel. The extent of travel required will vary based on business needs but is estimated at 70% of the time
  • Must be able to work a flexible work schedule to include early mornings, evenings, and weekends
  • Flexible in meeting changing needs of the organization and able to prioritize and manage multiple demands
  • Exceptional communication skills including facilitation

Physical Requirements

Ability to sit and stand; answer calls; operate computer; interact with internal staff and public on the phone; travel to designated offices; lift up to 20 lbs. Position requires 50% travel and will include car allowance.

  • Financial Empowerment Specialist

    2 months ago

    Saint Paul, Minnesota, United States Blaze Credit Union Full time

    The Financial Empowerment Specialist is responsible for supporting Blaze Credit Union's vision to be the premier credit union provider of financial wellbeing and supporting financial wellbeing initiatives within our credit union, schools, partners, and communities we serve. This will be through efforts in the high school credit union branches, financial...

  • Financial Empowerment Specialist

    2 months ago

    Saint Paul, United States Blaze Credit Union Full time

    The Financial Empowerment Specialist is responsible for supporting Blaze Credit Union's vision to be the premier credit union provider of financial wellbeing and supporting financial wellbeing initiatives within our credit union, schools, partners, and communities we serve. This will be through efforts in the high school credit union branches, financial...

  • Financial Empowerment Specialist

    2 weeks ago

    Saint Louis, United States Helping People - United Way of Greater St. Louis Full time

    Job OverviewAt Helping People - United Way of Greater St. Louis, we are committed to addressing the most pressing challenges within our community. Through collaborative initiatives, we strive to create an environment where everyone can thrive. Be part of a mission that goes beyond the ordinary and contributes to meaningful change.The Financial Coach for the...

  • Accounts Payable Specialist

    2 weeks ago

    Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    Our client, a leading financial services firm, Creative Financial Staffing, is seeking an experienced Accounts Payable Specialist to join their accounting team. This is an excellent opportunity for a detail-oriented individual to support the financial operations of the company.Key Responsibilities:Verify and approve all invoices for payment, ensuring...

  • Accounts Payable Specialist

    2 weeks ago

    Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    Our client, a leading financial services company, is seeking an experienced Accounts Payable Specialist to join their accounting team at Creative Financial Staffing. This is an excellent opportunity for a detail-oriented individual to support the financial operations of the company.Key Responsibilities:Verify and approve all invoices for payment, ensuring...

  • Financial Relationship Specialist

    1 week ago

    Saint Paul, Minnesota, United States Wings Financial Credit Union Full time

    Job OverviewPRIMARY OBJECTIVE: This role is dedicated to cultivating, enhancing, and deepening existing and prospective member relationships by guiding and educating members in the management of their accounts and financial matters. The aim is to establish enduring connections while promoting products and services that contribute to their financial...

  • Financial Compliance Analyst

    1 month ago

    Saint Paul, United States Cetera Financial Group Full time

    The surveillance analyst position works directly with the Senior Analyst team leader. The role will include post-trade reviews on financial products to identify potential risks and violations of broker-dealer policies. This role will also include the identification of trends and patterns of the advisor’s trading behavior to mitigate undue risk to the...

  • Financial Operations Specialist

    2 weeks ago

    Saint Paul, Minnesota, United States Pyramid Consulting, Inc Full time

    Position Overview:We are currently seeking a skilled Financial Operations Specialist with a focus on invoicing processes. This role offers a contract opportunity with potential for long-term engagement.Key Responsibilities:Manage and oversee invoicing procedures to ensure accuracy and timeliness.Collaborate with various departments to streamline financial...

  • Financial Specialist

    1 month ago

    Saint Paul, Minnesota, United States Lutheran Social Service of Minnesota Full time

    Lutheran Social Service of Minnesota is a dynamic social service organization serving children, youth and families, people with disabilities, older adults, and military veterans. Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve. We offer an ALIVE Workplace (Supportive, Positive and Fun) and careers...

  • Empowerment and Growth Specialist

    8 hours ago

    Saint Paul, Minnesota, United States Real Work Life Balance Full time

    Unlock Your Potential and Thrive in a Balanced Work Life Are you a driven individual seeking a career that aligns with your values and passions? Do you have a strong desire to empower others and achieve personal growth? This opportunity may be the perfect fit for you! We are a company dedicated to providing a real work-life balance, and we're seeking...

  • Investment Advisor Support Specialist

    1 week ago

    Saint Paul, Minnesota, United States Northern Prairie Financial LLC Full time

    Investment Advisor Support SpecialistNorthern Prairie Financial LLC is seeking an Investment Advisor Support Specialist to enhance our team. In this role, you will be instrumental in delivering tailored investment strategies to assist our clients in reaching their financial aspirations. This position offers a wonderful chance to advance your career within...

  • Junior Loan Accounting Specialist

    2 weeks ago

    Saint Paul, Minnesota, United States Compeer Financial Full time

    About Us:Compeer Financial is a leading provider of financing solutions tailored for Agribusinesses across the United States, specializing in crop inputs and seed financing. We empower agribusinesses with a comprehensive financing platform that ensures swift loan approvals and immediate access to credit facilities, alongside detailed reporting and portfolio...

  • Peer Support Specialist

    6 days ago

    Saint Paul, Minnesota, United States Radias Health Full time

    Job Title: Certified Peer SpecialistAbout the Role:Radias Health is seeking a Certified Peer Specialist to join our team. As a Certified Peer Specialist, you will play a vital role in providing professional, quality program services to individuals served by our First Episode Psychosis (FEP) Team.Key Responsibilities:Peer Counseling and Support: Provide peer...

  • Remediation Specialist

    2 days ago

    Saint Paul, Minnesota, United States TEKsystems Full time

    About the RoleWe are seeking a highly skilled Remediation Specialist to join our team at TEKsystems. As a Remediation Specialist, you will play a critical role in researching and resolving escalated inquiries and complaints related to banking products.Key ResponsibilitiesRespond to and research escalated inquiries and complaints, requiring special...

  • Phone Specialist

    4 weeks ago

    Saint Paul, United States Wings Financial Credit Union Full time

    Job DescriptionJob DescriptionWe are hiring Phone Specialists for our upcoming training class starting on September 23rd!$1000 sign-on bonus!Shifts Available:*Monday -Friday 8:30am-5:00pm and every 4th Saturday 9am-1pm*Monday-Friday 9am-5:30pm and every 4th Saturday 9am-1pm*Monday-Friday 9:30am-6:00pm and every 4th Saturday 9am-1pm*Monday - Friday...

  • Phone Specialist

    1 week ago

    Saint Paul, United States Wings Financial Credit Union Full time

    Job DescriptionJob DescriptionWe are hiring Phone Specialists for our upcoming training class starting on September 23rd!$1000 sign-on bonus!Shifts Available:*Monday -Friday 8:30am-5:00pm and every 4th Saturday 9am-1pm*Monday-Friday 9am-5:30pm and every 4th Saturday 9am-1pm*Monday-Friday 9:30am-6:00pm and every 4th Saturday 9am-1pm*Monday - Friday...

  • Financial Product Specialist

    4 weeks ago

    Saint Paul, United States Expert Seekers Training Full time

    Job DescriptionJob DescriptionBegin Your Career Journey as a Financial Product SpecialistJoin our distinguished team recognized by Entrepreneur Magazine, Forbes, and Inc. 5000. We offer a structured career path with potential earnings exceeding $140,000 in the first year and a $23,000 Training Bonus based on performance benchmarks within the initial 120...

  • Financial Product Specialist

    4 weeks ago

    Saint Paul, United States Expert Seekers Training Full time

    Job DescriptionJob DescriptionBegin Your Career Journey as a Financial Product SpecialistJoin our distinguished team recognized by Entrepreneur Magazine, Forbes, and Inc. 5000. We offer a structured career path with potential earnings exceeding $140,000 in the first year and a $23,000 Training Bonus based on performance benchmarks within the initial 120...

  • Financial Product Specialist

    5 days ago

    Saint Paul, United States Expert Seekers Training Full time

    Job DescriptionJob DescriptionBegin Your Career Journey as a Financial Product SpecialistJoin our distinguished team recognized by Entrepreneur Magazine, Forbes, and Inc. 5000. We offer a structured career path with potential earnings exceeding $140,000 in the first year and a $23,000 Training Bonus based on performance benchmarks within the initial 120...

  • Sales Leader

    2 months ago

    Saint Paul, United States Transparent Financial Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a B2B Sales Representative in St Paul,  and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered in...