Financial Education Program Lead

Gate City Bank•Fargo, ND

7d•Onsite

About The Position

The Financial Education Program Lead will lead the development and growth of Gate City Bank’s enterprise financial education program, helping individuals and communities build the knowledge, confidence and practical skills needed to make informed financial decisions. The role 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. It translates complex financial topics into practical, engaging experiences for a variety of audiences. The position is based at the Fargo Corporate Office and is on-site, with travel required throughout Gate City Bank’s footprint as needed. The schedule is 8 a.m. to 5 p.m., Monday through Friday. The role leads financial education strategy and programming; develops curriculum and resources; delivers and adapts educational experiences for varied audiences; builds community partnerships; collaborates with internal teams and subject-matter experts; and evaluates and communicates program reach, learning and impact. It also supports community events and presentations, maintains program records, and performs other assigned duties. The position requires a bachelor’s degree and 3–5 years of similar or related experience developing and delivering training, or an equivalent combination of education and experience. Candidates should have demonstrated experience developing and delivering instructor-led education, training or facilitation programs, and the ability to engage diverse audiences, simplify complex financial concepts and create practical learning experiences that build knowledge, confidence and action.

Requirements

Bachelor’s degree and 3–5 years of similar or related experience 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 make financial concepts practical and understandable.
Adapt educational content and delivery for different audiences, life stages and levels of financial experience.
Improve 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.
Deliver a consistently exceptional service experience for team members and customers.
Build and maintain effective working relationships with team members, leaders, customers and external partners.
Maintain 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, support problem-solving and decision-making, and drive efficiencies while following company policies, privacy standards and responsible-use expectations.
Perform other duties and responsibilities as assigned.