Financial Wellness Manager

American 1 Credit Union•Jackson, MI

1d•Onsite

About The Position

The Financial Wellness Manager advances American 1 Credit Union’s growth through community presence and partnerships. The role oversees day-to-day operations across financial wellness areas, including school program development, partner company development, small business, and financial wellness programs. In collaboration with the VP of Communications and teams across the organization, the manager promotes an engaged, values-aligned culture and works to support a strong member experience and achievement of organizational goals. The manager leads and develops the Financial Wellness team, sets expectations, coaches and holds employees accountable, and oversees financial wellness strategy and program execution. The role builds relationships with schools, employers, municipalities, nonprofits, and other community partners; measures program impact; and manages departmental planning, reporting, budgeting, performance indicators, and scorecards. The manager also ensures the team follows established processes, policies, and procedures. This is an on-site position in Jackson, Michigan. The listed starting salary is $76,485, with the final starting salary determined by qualifications, skills, and relevant experience. Employment offers are contingent upon background checks.

Requirements

Minimum of 5 years of experience at a management level.
Demonstrated strong leadership and communication skills.
Proficient understanding of strategic planning and product or service development.
Excellent verbal and written communication skills.
Working knowledge of PC applications such as Microsoft Office.
Ability to work independently or collaboratively as a team member.
Ability to direct team members and coach others.
Knowledge of credit union products, services, policies, core processes, and procedures.
Ability to provide supervisory leadership to professional- and intermediate-level staff.
Demonstrated member-focused strategy skills.
Ability to gather, report, and summarize data trends.
Ability to make decisions and take initiative in resolving problems.
Ability to handle confidential information with tact and responsibility.
Ability to create and deliver effective presentations.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Lead, manage, coach, develop, and hold the Financial Wellness team accountable through clear expectations, performance management, and appropriate role alignment.
Develop, implement, and continually enhance financial wellness strategy, programs, and initiatives in alignment with organizational objectives, member needs, and the credit union’s purpose.
Develop and lead strategies for community, school, and employer partnerships, including relationships with schools, employer groups, municipalities, nonprofit organizations, and other community partners.
Expand the credit union’s community presence and deliver financial education and engagement through partnerships.
Champion initiatives that improve financial wellness outcomes for members and the community.
Measure program effectiveness, identify growth opportunities, and ensure programs deliver value while supporting membership, lending, and community engagement goals.
Oversee departmental strategic planning, reporting, budgeting, scorecard management, and key performance indicators; evaluate progress and recommend improvements.
Collaborate with the VP of Communications and teams throughout the organization to support an engaged workplace culture and a superior member experience.
Ensure the Financial Wellness team follows applicable processes, policies, and procedures.
Oversee internal and external financial wellness programs, partner company and school relationships, small business financial wellness program development, and the department scorecard.