Financial Educator

Boeing Employees' Credit Union•Tukwila, WA

4d•Hybrid

About The Position

Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. You bring more than your expertise to your role, and that matters here. Your story, perspectives, and lived experiences help shape belonging at BECU and deepen how we connect with and support our employees, our members, and our communities. This role offers a blend of flexibility and time in the field. You’ll travel to locations across the BECU footprint, including schools, community organizations, and our neighborhood financial centers, averaging about two days per week, with occasional weeks of up to four days. When not traveling, you’ll work remotely.

Requirements

Bachelor’s degree in education or business or equivalent related experience required.
2 years of related functional experience required. This may include financial education, coaching, training, teaching, or roles where you regularly educate others on financial concepts or products.
Experience in a teaching or training environment focused on personal financial management using adult or youth learning principles is required.
Minimum 2 years of experience in the field of financial services required.

Nice To Haves

Demonstrated interpersonal and presentation skills, with the ability to engage and connect with diverse audiences.
Experience with instructional design and content development.
Experience developing and delivering in-person and virtual presentations or using social media as a communication or learning tool.
Ability to work both independently and collaboratively, using sound judgment when making decisions and solving problems.
Clear verbal and written communication skills, with the ability to tailor messaging to different audiences.
Proficiency with basic computer applications and the ability to learn new systems and tools.
Ability to research, organize, and synthesize information to support the development of presentations or educational materials.
Some experience with program and project management
Bi-lingual capability, preferably Spanish fluency

Responsibilities

Deliver Financial Education: You’ll lead engaging seminars, workshops, webinars, and experiential learning events, both in-person and virtually, to help individuals build financial knowledge and confidence.
Innovate Learning Experiences: You’ll contribute to evolving how we deliver education by exploring new formats, tools, and experiential approaches that increase engagement, adoption, and financial health outcomes
Build Community Partnerships: You’ll develop and maintain relationships with community organizations, schools, and internal stakeholders to expand access to financial education while aligning programs with community and business needs.
Develop Impactful Content: You’ll research, design, and create educational materials tailored to diverse audiences, helping translate complex financial topics into accessible and actionable insights.
Promote Financial Health Solutions: You’ll integrate BECU products and services into your education delivery in a way that supports members’ financial well-being.
Collaborate Cross-Functionally: You’ll partner with business lines across the organization, including Business Services, Mortgage, and Retail Branches, to align education in support of broader strategic and business goals.
Analyze and Report Outcomes: You’ll track and report on program effectiveness, using insights to continuously improve delivery and impact.
Stay Ahead of Trends: You’ll keep current on financial education topics, learning methodologies, behavioral science principles, and regulatory changes to enhance program relevance and effectiveness.
Expand Delivery Channels: You’ll explore and recommend new technologies and platforms to optimize how education is delivered across digital, social, and in-person channels.