Financial Education Coordinator

2 months ago

Tallahassee, United States First Commerce Credit Union Full time
FINANCIAL EDUCATION COORDINATOR

The primary purpose of this position is to assist First Commerce in fulfilling our Vision of Empowering Generations and Transforming Communities. This is achieved through delivering Remarkable Member Service as defined by our Service Standards as well as building and maintaining strong member relationships through identification of member's financial needs and effectively recommending appropriate products and services to meet those needs.

The FCCU Foundation is a 501(c)(3) nonprofit organization dedicated to financial literacy and affiliated with First Commerce Credit Union. As a dual employment role (employed by FCCU and the FCCU Foundation), the full-time Financial Education Coordinator is ideal for a proactive individual who can create and administer engaging financial education programs to various target audiences in accordance with our strategic plan.

The Financial Education Coordinator will join a dynamic team committed to helping individuals achieve their financial goals and creating stronger communities. The coordinator will develop, implement, and evaluate educational programs aimed at enhancing financial literacy for varied groups, including youth, adults, seniors, newcomers, and those with limited income. The ideal candidate is passionate about community outreach and capable of creating engaging financial education materials. Skills in delivering educational content and building partnerships to expand the FCCU Foundation's reach are essential. Experience in grant writing, reporting, and fundraising is advantageous. The role requires regular travel within the North Florida/South Georgia region to conduct workshops and meet with community partners. Strong organizational skills, attention to detail, goal orientation, and excellent relationship-building and communication abilities are critical.

RESPONSIBILITIES:
  • Utilizes financial education platform and other resources, and collaborates with experts to shape, formulate, and author educational content as needed; defines instructional objectives and methodologies aligned with program ambitions; and creates financial educational resources that are compelling and pertinent.
  • Coordinates and implements compelling and unique interactive programs and initiatives, such as courses, training sessions, conferences, workshops, financial fitness fairs and other special ventures.
  • Creates, measures, and reports on effectiveness of the suite of educational and enrichment programs. Executes pre- and post-learning evaluations to gauge the effectiveness and results of the financial instruction provided. Coordinates and hosts financial education workshops, presentations, and training for various groups, face-to-face and virtually/digitally.
  • Establishes program formats and methods to meet both fiscal and learning strategic objectives; identifies target audience opportunities and requirements; investigates national and statewide trends and identifies gaps and opportunities to make recommendations for programs and initiatives where relevant.
  • Seeks new avenues for growth, funding, and partnership with external entities.
  • Represents the FCCU Foundation at community events, team member events, internal or external networking functions, and media engagements.
  • Embodies the FCCU Foundation publicly, delivering service that aligns with the credit union's Service Values.
  • Delivers timely and accurate documentation, analysis and statistics regarding financial education endeavors and participants reached, including grant reporting as needed.
  • Helps identify and pursue opportunities to fundraise including acquiring grant funding that supports FCCU Foundation growth and learning objectives.
  • Manages the FCCU Foundation web site and online financial education platform and vendor, including promotion of resources to create engagement, content updates, and online training tools.
  • Identifies opportunities for awareness and recognition of FCCU Foundation efforts through public relations and awards programs across all markets.
Other Responsibilities:
  • Performs job duties in accordance with policies established by the Board of Directors under the rules and regulations set by the National Credit Union Administration, the State of Florida, and any applicable State laws for financial centers located in other States.
  • Complies with Reg E, BSA, OFAC, and CIP requirements such as reporting suspicious or unusual activity to manager.
  • Fully supports in actions and words First Commerce's Vision, Mission, Core Values, and Service Standards.
  • Attends meetings timely and as required; reports to work as scheduled and adheres to First Commerce's dress code.
  • Performs other duties as assigned.
REQUIREMENTS:
  • Strong understanding of technology and web-based services as a strategic communication tool; familiarity with various social media platforms and how to use them.
  • Outstanding communication and presentation aptitudes.
  • Proven ability to develop, implement, and assess impactful training modules and compelling content.
  • Excellent interpersonal skills.
  • Ability to travel to various locations across credit union service markets in North Florida and South Georgia.
EDUCATION AND EXPERIENCE:
  • A minimum of bachelor's degree in Education, Finance, Business or related field
  • Fluent in English, Bilingual in Spanish preferred
  • 2+ years of experience in high school, college or adult education, or related instructional fields preferred; familiarity with financial literacy resources and tools is a plus.
  • Knowledge of 501(c)(3) nonprofit organizations and related requirements a plus.
BENEFITS:
  • We are pleased to offer our team members:
  • Competitive annual salary (to be disclosed to candidates meeting minimum qualifications)
  • Health, dental, vision, disability, life, and pet insurance options with generous company sponsorship which includes free 24/7 mental & behavioral telehealth coverage
  • Two (2) weeks paid time off (this increases to 3, 4, and 5 weeks with additional years of service)
  • One (1) week sick leave (this increases to 2 weeks with additional years of service)
  • Eleven (11) paid holidays, one (1) personal floating holiday, and paid volunteer time
  • 401k with up to 4% employer match, vested from your first day on the job
  • Eco-friendly cash bonus for carpooling, biking, or using public transportation
  • Professional development programs, scholarships, and internal committee leadership opportunities
  • Charitable contribution matching
  • Exclusive rewards and discounts on things like movie tickets, travel, shopping, and more
  • Referral incentives for mortgage products and recruitment
  • Fun perks in the office with a company culture where you are more than just a number


If you think you'd be a good fit, we'd love to see you apply

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

  • Financial Education Coordinator

    1 week ago

    Tallahassee, Florida, United States First Commerce Credit Union Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Education Coordinator to join our team at First Commerce Credit Union. The successful candidate will be responsible for developing and implementing engaging financial education programs for various target audiences, including youth, adults, seniors, newcomers, and those with limited...

  • Financial Education Program Coordinator

    2 days ago

    Tallahassee, United States First Commerce Credit Union Full time

    Financial Education CoordinatorAt First Commerce Credit Union, we are committed to empowering generations and transforming communities through financial education. As a Financial Education Coordinator, you will play a critical role in delivering remarkable member service and building strong member relationships through identification of member's financial...

  • Financial Services Representative

    6 days ago

    Tallahassee, Florida, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewA financial professional who helps clients and businesses achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions, possessing a thorough understanding of financial products and services such as insurance and retirement planning.Key ResponsibilitiesObtain and maintain...

  • Clinical Education Coordinator

    4 weeks ago

    Tallahassee, Florida, United States Tallahassee Memorial Healthcare Full time

    Job Title: Clinical Education CoordinatorAt Tallahassee Memorial HealthCare, we are seeking a highly skilled Clinical Education Coordinator to join our team. As a Clinical Education Coordinator, you will play a vital role in ensuring that our nursing staff receives the highest quality education and training to provide exceptional patient...

  • Financial Professional

    2 weeks ago

    Tallahassee, FL , USA, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Tallahassee area. As a Financial Professional, you will work with plan sponsor relationships in the State and government retirement plan market, providing expertise in 403(b)/457 enrollment, retirement, and investment...

  • Financial Operations Manager

    4 weeks ago

    Tallahassee, Florida, United States Florida State University Full time

    Job SummaryWe are seeking an experienced and skilled Financial Operations Manager to join our team at Florida State University. This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will be responsible for managing and overseeing the financial operations of our department.Key ResponsibilitiesManage and oversee the...

  • Life Support Education Coordinator

    3 days ago

    Tallahassee, Florida, United States Tallahassee Memorial Healthcare Full time

    Job Summary:Tallahassee Memorial Healthcare seeks a skilled Life Support Education Coordinator to join our team. In this role, you will teach basic and advanced life support certification programs and assist in setting up and coordinating courses. You will also be responsible for teaching electrocardiogram (ECG or EKG) theory and practice to all levels of...

  • Financial Professional

    7 days ago

    Tallahassee, FL , USA, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to work with plan sponsor relationships in the State and government retirement plan market in the Tallahassee area. This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key...

  • PeopleSoft Financial Consultant

    4 weeks ago

    Tallahassee, United States Voto Consulting LLC Full time

    IMPORTANT REQUIREMENT:: PeopleSoft Financial Consultant || Tallahassee, FL (Onsite)|| No H1 s & OPT ||Job Title: PeopleSoft Financial ConsultantLocation: Tallahassee, FL (Onsite)Duration: 12-24+ Months ContractMOI: Phone/SkypeVisa: No H1 s & OPTClient: Florida Department of Financial ServicesPurchasing/Accounts Payable Resource: Minimum of five (5) years...

  • Project Manager

    4 weeks ago

    Tallahassee, Florida, United States Vitaver Full time

    Job DescriptionVitaver is seeking a highly skilled Project Manager - Financial Systems to lead complex projects and ensure successful delivery of financial systems and services.ResponsibilitiesDevelop and manage resource-loaded project plans, ensuring accurate resource leveling and alignment with project goals.Maintain project metrics and artifacts according...

  • Bilingual Administrative Coordinator

    1 week ago

    Tallahassee, Florida, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking a highly skilled Bilingual Administrative Coordinator to support a financial company in Tallahassee, FL.Key Responsibilities:Review and verify documentation submitted by brokers for accuracy and completeness.Create and manage accounts, as well as process endorsements within agreed-upon Service Level...

  • Financial Manager I Position

    2 days ago

    Tallahassee, Florida, United States My Florida Corp Defunct Full time

    Job Summary:The Financial Manager I position at My Florida Corp Defunct is a key role in the execution of the Department of Financial Services' responsibilities for the Florida PALM Project. This position serves as the manager over the General Ledger and Commitment Control modules, Accounts Management and Financial Reporting, Budget Management, and Cash...

  • Financial Audit Specialist

    7 days ago

    Tallahassee, Florida, United States State of Florida Full time

    Job SummaryWe are seeking a highly skilled Financial Audit Specialist to join our team at the State of Florida. As a key member of our audit team, you will be responsible for conducting financial audits, operational audits, and performance audits at State agencies, educational entities, and local governmental units.Key ResponsibilitiesConduct financial...

  • PeopleSoft Financials Functional Consultant

    3 days ago

    Tallahassee, Florida, United States HexaQuEST Global, Inc. Full time

    Job SummaryHexaQuEST Global, Inc. is seeking a highly skilled PeopleSoft Financials Functional Consultant to join our team. The ideal candidate will have extensive experience in Oracle Peoplesoft Financials, with a strong background in project management and government experience.Key Responsibilities:* Coordinate project activities, timelines, and resources...

  • Area Sales Manager/ Regional Sales Manager

    2 months ago

    Tallahassee, United States Lobel Financial Full time

    Take your career to new heights with Lobel Financial, where your ambition and drive can help shape the future of automotive finance!Lobel Financial is a trusted leader in the automotive finance sector with over 40 years of experience in full spectrum automotive lending. We are dedicated to partnering with auto dealers to provide auto loans that empower...

  • PeopleSoft Financials Functional Consultant

    3 weeks ago

    Tallahassee, Florida, United States HexaQuEST Global, Inc. Full time

    Job Title: PeopleSoft Financials Functional ConsultantWe are seeking a highly skilled PeopleSoft Financials Functional Consultant to join our team at HexaQuEST Global, Inc.Key Responsibilities:Coordinate project activities, timelines, and resources to accomplish tasks assigned by the Florida PALM project.Facilitate the OSCA business transformation,...

  • Accounting and Financial Transactions Specialist

    4 weeks ago

    Tallahassee, Florida, United States Otis Elevator CO Full time

    Job Title: Accounting and Financial Transactions SpecialistWe are seeking a highly skilled Accounting and Financial Transactions Specialist to join our team at Otis Elevator CO. As a key member of our finance team, you will be responsible for supporting the accounting and controls group with the execution of various financial transactions, ensuring...

  • Operations Coordinator

    3 weeks ago

    Tallahassee, Florida, United States Stifel Full time

    Job SummaryThe Operations Coordinator plays a vital role in ensuring the smooth operation of our branch office. This position is responsible for performing daily cashiering functions, including processing incoming deposits, outgoing wires, and checks. Additionally, the Coordinator will execute routine operational functions, such as margin notifications and...

  • Clinical Education Coordinator

    2 weeks ago

    Tallahassee, Florida, United States Tallahassee Memorial Healthcare Full time

    About the RoleWe are seeking a highly skilled Clinical Education Coordinator to join our team at the Angie Deeb Cancer Center. As a key member of our education team, you will play a vital role in ensuring that our nursing staff receives the highest quality education and training to provide exceptional patient care.Key ResponsibilitiesDevelop and implement...

  • Consumer Loan Sales Specialist

    4 months ago

    Tallahassee, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.    In the Role  Deliver results related to...