Financial Education Specialist - Roanoke

Virginia Credit Union•Roanoke, VA

3d•Onsite

About The Position

Contributes to the achievement of VACU’s strategic goals through effective implementation of financial education programs. This role involves planning, developing, and delivering financial education initiatives, primarily focusing on K-12 students, but also extending to members, potential members, and the wider community. The specialist will design curriculum, conduct seminars, and educate individuals about VACU services to improve their financial knowledge and well-being.

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.
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.

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.
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.
Completes all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.
Reports all Risk Management Policy violations in accordance with policy.
Other duties may be required and assigned by the supervisor.