Financial Education Specialist - Boulders

Virginia Credit Union•Midlothian, VA

16d

About The Position

PRIMARY FUNCTION: Contributes to the achievement of VACU’s strategic goals through effective implementation of financial education programs. JOB DUTIES AND RESPONSIBILITIES: Assists and Expands the planning and development of financial education initiatives focusing on K-12 students. Designs curriculum for seminars and student classes. Identifies resources to increase personal finance knowledge of members, potential members, students and others in our communities. Is knowledgeable about and incorporates effective teaching methods for varied audiences. Conducts financial education seminars and makes presentations to members, teachers, students, and other groups. Collaborates in the planning, development, coordination and delivery of seminars and classes. Evaluates and confirms learning objectives and effectiveness of classes. Educates members and potential members about VACU services and encourages them to take advantage of services and benefits that can help them get ahead financially. Maintains an effective working knowledge of VACU services and related personal finance information, including credit union and banking industry issues. Works with the Financial Education Manager to outreach to K-12 schools. Coordinates schedules for seminars and classes. Prepares classroom materials and is responsible for set up and clean up. Maintains adequate inventory of instructional materials and supplies. Consults with VACU Compliance staff as appropriate to ensure presentations and other materials and communications are in compliance with applicable regulations. Partners with different Community Organizations that are focused on K-12 Financial Education Initiatives. Complies with other credit union policies and procedures. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Other duties may be required and assigned by the supervisor. JOB QUALIFICATIONS: Knowledge: Demonstrated knowledge of youth and adult learning methods. Skills: Classroom teaching experience required, curriculum development skills, a plus. Strong written and verbal communication skills. Effective presentation skills with experience presenting to adults and young people. Effective PC and technology skills, including use of PowerPoint and multi-media. Abilities: Professional image. Effective interpersonal skills and ability to relate to varied audiences. Flexibility. Ability to handle multiple priorities. Organized and effective in planning. Ability to work independently and as part of a team. Minimum Education and Experience: College degree required, with major in education preferred. Sufficient years of experience in classroom teaching and curriculum development to demonstrate skills. Other Requirements: Must be able to work flexible hours, including some evenings and Saturdays. PHYSICAL REQUIREMENTS: This job requires the ability to sit and stand for long periods of time. This job requires frequent carrying or lifting of objects up to 10 pounds and occasionally up to 20 pounds. We’re proud of the opportunities, training, benefits and work-life balance we provide to those who help people take their money further, and reach their goals sooner. We strive to provide a culture where employee development, teamwork, integrity, respect and quality of life are the cornerstones of delivering superior member experience. We thank our employees for making us a part of our community’s "Top Workplaces" and are always looking to add people to our team who share our passion for helping members build their finances and confidence. In return, we offer employees a challenging and rewarding work environment and are committed to maintaining an atmosphere that promotes teamwork and continual improvement. Virginia Credit Union is an Equal Opportunity Employer. We've officially merged with Member One Federal Credit Union, now a division of Virginia Credit Union. This merger signifies a step forward in providing our members with a better banking experience and more robust financial products, services, and benefits. Virginia Credit Union employees in the Roanoke and the surrounding area support the Member One division and its members.

Requirements

Demonstrated knowledge of youth and adult learning methods.
Classroom teaching experience required
Strong written and verbal communication skills.
Effective presentation skills with experience presenting to adults and young people.
Effective PC and technology skills, including use of PowerPoint and multi-media.
Professional image.
Effective interpersonal skills and ability to relate to varied audiences.
Flexibility.
Ability to handle multiple priorities.
Organized and effective in planning.
Ability to work independently and as part of a team.
College degree required, with major in education preferred.
Sufficient years of experience in classroom teaching and curriculum development to demonstrate skills.
Must be able to work flexible hours, including some evenings and Saturdays.
This job requires the ability to sit and stand for long periods of time.
This job requires frequent carrying or lifting of objects up to 10 pounds and occasionally up to 20 pounds.

Nice To Haves

curriculum development skills, a plus.

Responsibilities

Assists and Expands the planning and development of financial education initiatives focusing on K-12 students.
Designs curriculum for seminars and student classes.
Identifies resources to increase personal finance knowledge of members, potential members, students and others in our communities.
Is knowledgeable about and incorporates effective teaching methods for varied audiences.
Conducts financial education seminars and makes presentations to members, teachers, students, and other groups.
Collaborates in the planning, development, coordination and delivery of seminars and classes.
Evaluates and confirms learning objectives and effectiveness of classes.
Educates members and potential members about VACU services and encourages them to take advantage of services and benefits that can help them get ahead financially.
Maintains an effective working knowledge of VACU services and related personal finance information, including credit union and banking industry issues.
Works with the Financial Education Manager to outreach to K-12 schools.
Coordinates schedules for seminars and classes.
Prepares classroom materials and is responsible for set up and clean up.
Maintains adequate inventory of instructional materials and supplies.
Consults with VACU Compliance staff as appropriate to ensure presentations and other materials and communications are in compliance with applicable regulations.
Partners with different Community Organizations that are focused on K-12 Financial Education Initiatives.
Complies with other credit union policies and procedures.
Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies.
Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.
Report all Risk Management Policy violations in accordance with policy.
Other duties may be required and assigned by the supervisor.