Financial Literacy Specialist

Westmark Credit Union • Idaho Falls, ID

1d • Hybrid

About The Position

Discover the Westmark Difference!! Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance. 60% of our employees have been part of the Westmark family for 5+ years. 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion. 85% of our managers were promoted from within the company. Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 70,000 members!

Position Summary: The Financial Literacy Specialist will develop, implement, and manage comprehensive financial education programs aimed at improving the financial knowledge and skills of students, members and potential members. The ideal candidate is a proactive educator with a strong understanding of financial concepts and a passion for community outreach. Travel Requirements: Ability and willingness to travel for educational events throughout specified Region.

Requirements

• Bachelor’s degree in finance, education, business, or a related field preferred.
• Certification in financial counseling or education (e.g., AFCPE, NFEC) is preferred
• Minimum of 3 years of experience in financial education, financial counseling, or a related role.
• Strong knowledge of personal finance concepts and financial products.
• Excellent presentation and public speaking skills.
• Ability to communicate complex financial concepts in a clear and understandable manner.
• Proficient in using educational technology and creating digital content.
• Strong interpersonal and relationship-building skills.
• Self-motivated with the ability to work independently and as part of a team.

Nice To Haves

• Bachelor’s degree in finance, education, business, or a related field
• Certification in financial counseling or education (e.g., AFCPE, NFEC)

Responsibilities

• Design and implement financial literacy programs tailored to various member segments, including youth, adults, seniors, and small business owners.
• Create and maintain engaging educational materials, including presentations, brochures, and online resources.
• Work collaboratively with branch staff to coordinate presentations.
• Plan, organize, and conduct financial education workshops and seminars on topics such as budgeting, credit management, saving and investing, and retirement planning.
• Collaborate with community organizations and schools to expand outreach efforts.
• Build and maintain relationships with local community organizations, schools, and businesses to promote financial literacy programs.
• Represent the credit union at community events and financial education fairs, events, public speaking engagements.
• Track and analyze the effectiveness of financial literacy programs and report on key performance indicators.
• Provide regular updates and recommendations to the Relationship Development Manager.
• Earn CCUFC and CFEI Certifications.
• Stay up to date with industry trends, best practices, and regulatory changes related to financial education.
• Continuously seek feedback from members and stakeholders to improve program offerings.

Benefits

• Paid Time Off (3 to 5 weeks per year, depending on tenure)
• 11 paid holidays
• Excellent health insurance options for employees and family with shared premiums
• 401k with 75% company match
• 2% profit sharing contribution
• Tuition Reimbursement and Scholarships
• Employee Assistance Program (Free counseling and legal services)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level