CU-THRIVE COMMUNITY ENGAGEMENT SPECIALIST

Fox Communities Credit Union • Appleton, WI

24d • Hybrid

About The Position

The CU-Thrive Community Engagement Specialist is a dynamic hybrid role that blends financial education, community outreach, member relationship building, and business development. This individual serves as a key connector between Fox Communities Credit Union and the communities we serve—delivering financial literacy, cultivating partnerships, supporting branch teams, and driving member growth.

Requirements

• A two-year college degree, or Completion of a specialized course of study at a business or trade school or relevant work experience
• Prior financial industry experience is required
• 5+ years in sales, business development, education, or community outreach
• Experience creating and delivering presentations to diverse audiences
• Excellent communication skills
• Passion for wanting to increase financial literacy for all
• Proficient at public speaking and conducting webinars
• Ability to display professionalism with well-developed communication necessary for working in a team environment and projecting a positive image as a representative of the credit union
• Excellent interpersonal skills with the ability to effectively communicate verbally and in writing
• Ability to facilitate interactive discussions with students and adults of all ages
• Goal-oriented with a proven track record of meeting or exceeding sales targets.
• Self-motivated with the ability to effectively work independently
• Creative marketing skills
• Attention to detail and superior organization and planning skills

Nice To Haves

• 1–2 years of experience in education, financial services, or community outreach preferred.
• Experience in financial services or team member (employee) benefits programs preferred
• Bilingual (Spanish/English) a plus.

Responsibilities

• Promoting and upholding the Fox Purpose, Mission, Vision, and Values
• Developing and delivering engaging financial literacy presentations and workshops for community partners and members
• Creating and maintaining educational content on topics such as budgeting, credit, saving, and debt management
• Building and maintaining strong relationships with local businesses, nonprofits, and community organizations
• Identifying and engaging prospective business and community partners to expand the reach of the CU-Thrive program
• Achieving assigned goals
• Serving as the primary contact for assigned community and business partners, ensuring satisfaction and ongoing collaboration
• Representing Fox at community events, benefit fairs, and partner meetings
• Collaborating with marketing to develop and distribute promotional materials
• Tracking outreach activities, member engagement, and performance metrics
• Working with internal teams to align messaging and ensure consistent delivery of financial education

Benefits

• medical
• dental
• vision
• life
• short term and long-term disability insurance
• 401k (Roth and Traditional), which includes company contributions including match
• paid time off
• caregiver leave
• Paid Volunteer Time Off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree