Financial Education Program Lead

Gate City Bank•Fargo, ND

6d•Onsite

About The Position

The Financial Education Program Lead will lead the development and growth of Gate City Bank’s enterprise financial education program. The role helps individuals and communities build the knowledge, confidence, and practical skills to make informed financial decisions. It serves as a key leader and subject-matter resource, bringing together education, community partnerships, and internal expertise to create learning experiences across the communities Gate City Bank serves. The role translates complex financial topics into practical, engaging experiences for a variety of audiences. The position leads the financial education strategy and programming, develops and delivers curriculum, builds community partnerships, and collaborates with internal teams and subject-matter experts. It evaluates program reach, participant learning, and impact, using feedback and outcomes to strengthen and grow the program. The role also participates in community events and presentations, maintains program documentation, and travels throughout Gate City Bank’s footprint as needed. The position is based at the Fargo Corporate Office and is on-site. The stated schedule is 8 a.m.–5 p.m., Monday through Friday, with travel required. The role also includes providing exceptional service, maintaining effective working relationships, complying with applicable policies and regulations, and using approved AI-enabled tools responsibly.

Requirements

Bachelor’s degree, with 3–5 years of similar or related experience in developing and delivering training, or an equivalent combination of education and experience.
Demonstrated experience developing and delivering instructor-led education, training, or facilitation programs.
Ability to engage diverse audiences, simplify complex financial concepts, and create practical learning experiences that build knowledge, confidence, and action.

Responsibilities

Lead the development, implementation, and ongoing evolution of Gate City Bank’s financial education strategy and programming.
Establish consistent standards for financial education experiences across the Bank.
Identify opportunities to expand the reach and impact of financial education throughout Gate City Bank’s footprint.
Stay informed about emerging financial topics, educational approaches, and community needs.
Develop and maintain engaging financial education curriculum and resources for a variety of audiences and financial needs.
Deliver interactive educational experiences that translate financial concepts into practical, understandable information.
Adapt educational content and delivery for different audiences, life stages, and levels of financial experience.
Enhance educational offerings based on participant needs, feedback, and emerging topics.
Build and maintain relationships with schools, colleges and universities, nonprofit organizations, employers, and other community partners.
Understand partner needs and develop appropriate financial education solutions.
Represent Gate City Bank as a trusted financial education resource in the communities it serves.
Partner with Retail Banking and other subject-matter experts to incorporate real-world expertise into financial education.
Equip participating team members with appropriate education, resources, and support.
Collaborate across Gate City Bank to create a consistent, high-quality educational experience.
Establish measures to evaluate program reach, participant learning, and overall impact.
Gather participant and partner feedback and use insights to strengthen the program.
Communicate program progress, opportunities, and outcomes to Bank leadership.
Support continued growth and innovation of Gate City Bank’s financial education efforts.
Collaborate with EPIC, Marketing, Retail Banking, Culture, and other departments on financial education initiatives.
Participate in community events, presentations, and partnership opportunities.
Travel throughout Gate City Bank’s footprint as needed.
Maintain appropriate program records and documentation.
Perform other duties and responsibilities as assigned.
Deliver an exceptional service experience for team members and customers.
Build and maintain effective working relationships with team members, leaders, customers, and external partners.
Demonstrate reliable and accountable attendance to support operational needs and service expectations.
Comply with Gate City Bank policies and procedures and applicable laws and regulations.
Maintain attention to detail and accuracy, exercise sound judgment, and make timely decisions in a fast-paced environment.
Use approved AI-enabled tools and technologies to enhance productivity, problem-solving, decision-making, and efficiency while following company policies, privacy standards, and responsible-use expectations.