Financial Education Specialist - Boulders

Virginia Credit Union•Midlothian, VA

15d

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.

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

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
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
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