Financial Education Coordinator

Capital Credit Union•Town of Ledgeview, WI

About The Position

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve.” by coordinating, scheduling, setting up, and leading the online and classroom financial education program throughout the community.

Requirements

Financial institution and/or event coordination experience is a plus, though not required.
Ability to read, write, and comprehend specific and sometimes technical instructions, short and detailed correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education.
Must be technically proficient with strong analytical skills to create materials in a variety of programs including Microsoft Word, Excel, PowerPoint, and Outlook.
Must be comfortable using presentation technology such as overhead projectors, audio systems, and virtual presentation software.
Requires a comprehensive knowledge of the correct grammar used for business documents.
Ability to concentrate and pay close attention to detail for over 80 percent of the work time. Must be able to closely examine documentation and requires a high level of accuracy.
Experience in scheduling multiple events with different presenters and requests.
Strong initiative; has the ability to accomplish goals with minimal supervision.
Ability to shift from one task to another to accommodate needs of the program.
Positive attitude; demonstrate responsibility, dependability, and professionalism. Support overall business objectives.
Requires strong communication and listening skills necessary to perform tasks in an efficient and effective manner.
Strong time management skills and the ability to help coordinate and prioritize multiple job duties.
Ability to work in a varied environment, ranging from staying in one place or working in a confined area for extended periods and to transport objects weighing between five and twenty-five pounds.
Travel to various locations as needed. A valid driver’s license is required for this position.

Nice To Haves

Financial institution and/or event coordination experience is a plus, though not required.

Responsibilities

Coordinating and delivering various elements of financial education including preparing materials, scheduling events, reviewing registrations, developing and delivering presentations, contacting presenters, setting up event spaces, and following up with attendees in relation to Financial Education events.
Reviews and updates event offerings both in-person and virtually. Works with the Marketing area to ensure that details are correct in marketing materials on the Credit Union website, websites of community partners, social media, blogs, and videos.
Assists employees with questions related to Financial Education events and offerings.
Promotes Financial Education events within the Credit Union and in the community.
Creates reports measuring attendance, Financial Education offerings, and other metrics associated with the program.
Supports the presenters with needs as they are presenting.
Coordinates logistics and set up for Financial Education events.
Manages schedules and reports expenses associated with events to AVP-Talent Development & Financial Education.
Acts as a point of contact for presenters, schools, and other community partners in relation to questions on event offerings and scheduling needs. Provides excellent communication in a timely manner.
Promote and demonstrate the Credit Union brand in communications with others outside the Credit Union.
Inputs data and compiles a variety of special and recurring reports, questionnaires, and surveys.
Assists with other Financial Education projects and miscellaneous duties as directed by the AVP-Talent Development & Financial Education.
Schedule may vary depending on event needs. Weekends or evenings may be required to support events.