Financial Wellness Educator

Abri Credit Union•Romeoville, IL

1d•Onsite

About The Position

As our Financial Wellness Educator, you will design, develop, and execute comprehensive financial wellness and enrichment programs tailored for employees, partner Select Employee Groups (SEGs), and community members from diverse cultural and socioeconomic backgrounds. You will produce high-quality instructional materials, deliver engaging educational sessions, develop and administer assessments to track knowledge retention and demonstrate program ROI, and curate a robust Training Resource library. You will also manage organized record-keeping, data entry, and file maintenance, coordinate and direct all training schedules and logistics, and represent the Credit Union as a subject matter expert. Additionally, you will resolve inquiries and challenges, serve as a brand ambassador, assist branches and business units with training resources, keep Senior Management informed of outreach milestones, and complete all required reporting. You will also attend internal meetings and contribute to committees, research and write articles and digital content, and stay current on emerging financial literacy trends. Finally, you will support the Business Development and Marketing teams with the planning and execution of large-scale community events.

Requirements

Bachelor's degree in Education, Finance, Communications, or a related field (or equivalent professional experience).
3–5 years of proven success in teaching, curriculum development, and program management.
Understanding of Credit Union operations, products, and financial wellness technology.
Exceptional public speaking and classroom management skills.
Proven ability to build and maintain professional relationships.
Self-motivated, highly organized, and able to meet strict deadlines.

Nice To Haves

Bilingual (Spanish) highly preferred.

Responsibilities

Design, develop, and execute comprehensive financial wellness and enrichment programs tailored for employees, partner Select Employee Groups (SEGs), and community members from diverse cultural and socioeconomic backgrounds.
Produce high-quality instructional materials, including training manuals, scripts, workbooks, and interactive audio-visual aids.
Deliver engaging educational sessions across various formats, small workshops, and large-group presentations.
Develop and administer pre- and post-educational assessments to track knowledge retention and demonstrate program ROI.
Curate and maintain a robust Training Resource library, ensuring all multimedia and printed content is current and accessible.
Manage organized record-keeping, data entry, and file maintenance to ensure seamless program administration.
Coordinate and direct all training schedules and logistics for internal and external events.
Represent the Credit Union as a subject matter expert in interactions with consultants, trade professionals, community leaders, and SEG partner groups.
Resolve inquiries and challenges from members and partners with professional urgency and courtesy.
Serve as a brand ambassador, ensuring the Credit Union's professional reputation is consistently upheld in all public and private forums.
Assist branches and business units with training resources and regular program updates.
Keep Senior Management informed of outreach milestones, training successes, and any significant operational hurdles.
Complete all required reporting and maintain meticulous records of program attendance and engagement metrics.
Attend and contribute to internal meetings and organizational committees as required.
Research and write articles and digital content to supplement the financial wellness curriculum.
Stay current on emerging financial literacy trends, educational technology, and industry-specific issues.
Support the Business Development and Marketing teams with the planning and execution of large-scale community events.