CNB Bank, Financial Education Manager

CNB Bank•Clearfield, PA

7d•Hybrid

About The Position

The Financial Education Manager plans, develops, implements, manages, and grows the bank-supported financial literacy programs for employees, students, client segments, and COIs within the communities served by the Bank. This role requires strong leadership and collaboration across internal teams, business lines, and external partners to ensure programs are relevant, effective, and widely adopted. The Financial Education Manager supervises the financial education department and drives financial education strategies and initiatives for community reinvestment. Collaborates closely with community organizations, schools, employers, and other stakeholders to design and deliver programs that support financial wellness, reinforce community partnerships, and align with the Bank’s strategic goals. Internally, works cross-functionally with marketing, retail, HR, compliance, and other departments to ensure consistency, impact, and seamless execution of all financial education initiatives.

Requirements

A four-year degree in communications, marketing, public relations, education, or a related field plus three or more years of related supervisory experience is required.
Ability to read, comprehend, and interpret documents.
Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization.
Ability to communicate to clients directly and effectively.
Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use.
Prior experience or the ability to learn core software such as Microsoft Suite, Adobe Suite and any other computer programs pertinent to performing job duties.
Ability to add, subtract, multiply, and divide in all units of measure.
Ability to perform basic analytics, ratios, and percents and to draw and interpret bar graphs for the purposes of calculating ROI and maintaining department budgets.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to solve challenging problems involving several variables in a standardized situation.

Nice To Haves

Models respect by actively fostering an inclusive, collaborative, and supportive environment across all communities served by the Bank.
Engages with employees, students, clients, and community partners with professionalism and empathy—listening first, communicating thoughtfully, and ensuring all participants feel valued and empowered.
Demonstrates strong client focus by designing and delivering financial education programs that meet the unique needs of employees, students, clients, and community partners.
Takes time to understand the goals, challenges, and financial knowledge gaps of each audience, ensuring programs are relevant, accessible, and impactful.
Demonstrates an understanding of diverse backgrounds, perspectives and learning styles when designing and delivering financial education programs.
Through consistent, respectful interactions, the Financial Education Manager strengthens trust, builds meaningful relationships, and promotes the Bank’s commitment to dignity, equity, and service in every financial literacy initiative.
Demonstrates strong leadership by setting a clear vision for financial education initiatives and guiding employees, community partners, and program participants with confidence, clarity, and purpose.
Models integrity by upholding the Bank’s ethical standards in all interactions and program activities.
Ensures financial education content is accurate, unbiased, and aligned with regulatory requirements and community expectations.
Cultivates collaboration by building strong, productive partnerships across departments, markets, and community organizations.
Actively engages with leaders, frontline employees, support teams, and external partners to design and deliver impactful financial education programs.
Champions volunteerism by promoting, supporting, and participating in community engagement efforts that align with the Bank’s mission and values.
Encourages employees to contribute their time, talent, and expertise through financial education initiatives and other community programs.
Serves as a visible and active volunteer.
Demonstrates accountability through ownership of program outcomes, decisions, and commitments.
Effective execution of initiatives, appropriate measurement, and continuous improvement will be traits of success.
Fosters innovation through seeking new ways to deliver impactful financial education programs.
Exploring emerging trends, technology, and delivery methods to enhance programs will be essential.
Upholds the highest standards of professionalism in representing the Bank internally and externally.
Communicates with clarity, respect, and confidence; maintains confidentiality and good judgment.

Responsibilities

Planning, development and implementation of financial education strategies and programs for the Bank’s employees, local students, clients, prospects, and communities, utilizing various delivery channels.
Oversees the Bank’s Scholarship program
Manages and administers the Educational Improvement Tax Credit program
Works collaboratively with the Bank’s market leaders to identify and train employees as program instructors.
Integrates with CX and EX groups (Perks@Work, AtEase, CXTF, EXTF, InfoSec, Marketing) to ensure efficient and effective financial education program delivery in a timely, channel-appropriate manner.
Leads and coordinates the Women in Business Academy Master Class and similar client-facing educational programs.
Supervises the Financial Literacy department
Drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development.
Hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.
Direct supervision of Financial Literacy Specialist
Indirect supervision/coaching/advising Financial Education program leaders in the Bank
Seeks financial education-based conferences and/or training opportunities to help progress the initiatives of the financial education programs.
Internal training courses are available to help link job impacts other areas of the bank, provide tools to have effective conversations, and be successful in a career path.
Annual, job-specific training opportunities are assigned and/or available for timely completion.

Benefits

Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs