Financial Wellness Specialist

LMCU•Grand Rapids, MI

4d•Hybrid

About The Position

The Financial Wellness Specialist supports the delivery and continuous improvement of financial wellness programs, coaching initiatives, and educational resources. Through collaboration, relationship-building, content development, and participant support, this role helps empower individuals to build confidence, improve financial well-being, and achieve their goals.

Requirements

3-5 years of previous experience in program development, education, coaching, community engagement, financial services, or a related field.
Bachelor’s degree in finance, business, education, communications, psychology, community development, or a related field required.
Excellent verbal and written communication skills with an ability to simplify financial concepts for non-expert audiences.
Ability to build trust-based relationships with diverse groups including students, educators, community leaders, and LMCU members and staff.
Strong public speaking and group facilitation abilities.
Analytical thinking to interpret data and adjust programming based on impact.
Strong organizational and time management skills, with attention to detail and follow-through.

Nice To Haves

Certified Credit Union Financial Counselor (CCUFC) designation, preferred.
Experience developing and delivering educational programs for varied audiences, supporting employee and/or member engagement initiatives, collaborating with cross-functional stakeholders, and using feedback or data to improve program effectiveness preferred.

Responsibilities

Implement financial wellness initiatives that align with participant needs and organizational goals.
Serve as a subject matter expert in financial wellness and financial education, leading workshops, presentations, and educational programs.
Evaluate program outcomes and participant feedback to identify opportunities for the continuous improvement of program quality, expansion, and effectiveness.
Build and maintain strong relationships with internal and external stakeholders that support financial wellness initiatives.
Promote awareness and utilization of financial wellness programs, services, and resources.
Represent LMCU as a financial wellness ambassador and trusted resource, advocating for financial empowerment while connecting individuals with appropriate resources and support.
Coach and support employees by delivering financial wellness initiatives, maintaining quality standards and best practices for participant-centered financial education.
Develop train-the-trainer materials that prepare others to confidently deliver financial wellness programming, leading to increased organizational capacity and consistency.
Research emerging financial wellness trends and participant needs to inform future programming.
Create, update, and maintain educational materials and resources, presentations, facilitator resources, coaching tools, participant handouts, and digital financial wellness platforms.
Ensure content aligns with organizational objectives, branding standards, and educational best practices.
Monitor participation, engagement feedback, and outcomes to evaluate program effectiveness and identify opportunities for improvement.
Support strategic initiatives that increase the reach, quality, and impact of financial wellness programs.
Explore innovative approaches, resources, and delivery methods that advance team goals.
Support financial coaching services and initiatives that help LMCU employees and members achieve their financial goals, including workshops, resources, and engagement activities, while increasing awareness and utilization.
Partner with business units, branch leadership, and employee resource groups to identify financial wellness needs and opportunities.
Develop specialized expertise in workplace financial wellness, financial behavior change, coaching, and adult education.
Adhere to and champion our core values of curious minds, collaborative hearts, and continuous excellence.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.