Financial Education Specialist

3 weeks ago

Greenville, South Carolina, United States Truliant Federal Credit Union Full time
Job Title: Financial Education Officer II

Truliant Federal Credit Union is seeking a highly motivated and experienced Financial Education Officer II to join our team. As a key member of our organization, you will play a vital role in promoting financial literacy and wellness within our credit union and the broader community.

Job Summary:

The Financial Education Officer II will be responsible for delivering and helping to develop comprehensive financial wellness education programs, resources, and initiatives that empower our members and business partners to make informed financial decisions and achieve sustainable financial goals.

Key Responsibilities:
  • Supports Truliant Foundation, community outreach, and financial wellness strategies to strengthen our visibility, brand, and social impact.
  • Collaborates with internal teams to integrate financial education into our products, services, and member experience.
  • Represents the credit union at community events, fairs, and professional networking groups to promote financial literacy initiatives and resources.
  • Develops and implements evaluation methods to assess the effectiveness of financial education programs and initiatives.
  • Stays informed about industry trends, best practices, and regulatory changes related to financial education and consumer finance.
  • Identifies training needs and topics of interest for our members and business partners through various channels, including survey feedback and class observations.
  • Acts as a financial literacy content, tools, and material subject matter expert, responsible for learning, teaching, and adapting to curriculum for organizational instruction and guided support.
  • Oversees logistics, scheduling, marketing materials, outside vendors, and all aspects of on-site execution of workshop and webinar facilitation.
  • Analyzes data and participant survey feedback to identify areas for improvement, enhance learning strategies, and customize approach to best align with participant needs.
  • Maintains accurate and timely records of business partner information in our department database and prepares reporting on BP activities, tasks, and projects.
  • Independently manages financial education class requests, updates schedules, and responds in a timely manner to all communications, both internally and externally.
  • Demonstrates the ability to motivate, inspire, and meaningfully connect with program participants to influence financial management behaviors and choices that lead to more financially stable and resilient outcomes for individuals and families.
  • Promotes awareness of personalized guidance and services offered by our local branches through financial education on-site and remote seminars.
  • Exercises independent judgment and discretion in carrying out responsibilities with minimal supervision, resulting in increased membership and engagement with our credit union services.
Requirements:
  • Bachelor's degree or equivalent experience in education, financial education, financial literacy, or a related field.
  • Minimum of 3 years of experience in financial education, consumer finance, or related roles within the financial service industry, non-profit sector, or educational institutions.
  • Knowledge of educational training techniques required.
  • Previous experience in financial services/business development-related fields preferred.
  • Advanced degrees or certifications in financial planning, personal finance, or adult education strongly preferred.
  • Experience in curriculum design, instructional methods, and program evaluation preferred.
  • Certified Credit Union Financial Counselor (CCUFC) designation required.
Benefits:
  • No-cost employee medical, dental, vision coverage.
  • Prescription benefits (including mail order).
  • Paid holidays and Paid Time Off (PTO).
  • 401(k) plan with contribution matching.
  • Paid community involvement volunteer hours.
  • Paid group life insurance.
  • Teammate loan discounts.
  • Tuition reimbursement.
  • Short and long-term disability.
  • Health & Wellness program.
  • Teledoc (physician video conferencing).
  • Onsite fitness facilities or health club reimbursement.
  • Employee Assistance Program (EAP).
  • Medical flexible spending account.
  • Dependent care flexible spending account.

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