Financial Outreach & Education Coordinator

Blackhawk Community Credit UnionJanesville, WI
12d

About The Position

The Financial Outreach and Education Coordinator supports the development and delivery of financial education programs within Blackhawk Community Credit Union, across schools and community organizations. The Financial Outreach & Education Coordinator contributes to youth engagement initiatives, maintaining relationships with educational partners, and facilitating workshops and events that promote financial wellness.

Requirements

  • Associate’s Degree in Education, Communications, Business, or related field; or equivalent level of knowledge, skills, and abilities typically acquired through work experience.
  • 2+ years of experience in education, community outreach, or financial services.
  • Ability to multitask and prioritize.
  • Pass the pre-employment credit and background check.
  • Ability to move about and communicate with a diverse membership and employee group.
  • Ability to accomplish the described responsibilities using computers and technology.
  • Ability to sit and/or stand for extended periods of time.
  • Ability to work in a changing, challenging, and fast paced work environment.
  • Variable stress levels.
  • Provide own transportation.
  • Occasional business travel.

Nice To Haves

  • Experience working with youth or in educational settings.
  • Familiarity with financial literacy concepts and curriculum development.

Responsibilities

  • Assist in the coordination and delivery of financial literacy workshops, reality fairs, and classroom presentations in collaboration with local schools and community partners.
  • Deliver financial literacy education programs to credit union employees, fostering internal financial wellness and professional growth.
  • Assist in spearheading participation in credit union industry activities and groups to enhance individual development and organizational engagement and visibility.
  • Collaborate with the team to manage the student branches, including tracking performance metrics and assisting with operational needs.
  • Help develop and distribute educational materials, presentations, and digital content for financial literacy programs.
  • Serve as a liaison with educators and school administrators to schedule events and gather feedback on curriculum effectiveness.
  • Provide guidance and mentorship to youth apprentice tellers and student tellers supporting their learning and development.
  • Collaborate with the Marketing Department to promote youth programs and financial literacy initiatives through social media and other channels.
  • Assist in the creation and implementation of youth member cultivation programs, including perks, incentives, and outreach campaigns.
  • Maintain accurate records of program participation, feedback, and outcomes to support reporting and continuous improvement.
  • Support budgeting efforts by tracking expenses related to financial literacy events and materials.
  • Attend community events and represent the organization in outreach efforts to promote financial wellness.
  • Follows Processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA) Anti-Money Laundering (AML), and Combating the Financing of Terrorism (CFT). Complete required, annual BSA/AML/CFT training to ensure you understand your responsibilities that apply to BSA/AML/CFT, including: o Prohibited Account Types o SARs (Suspicious Activity Report) o OFAC (Office of Foreign Assets Control) o Monetary Instruments o Record Retention
  • Perform other duties as assigned

Benefits

  • We value our employees and their future and recognize their contribution to our success. It is for that reason that we offer competitive wages, and a comprehensive health, dental, and vision insurance package. We also offer paid time off, life insurance, disability, FSA, and 401K retirement benefits with employer match up to 5%.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

Associate degree

Number of Employees

101-250 employees

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