Manager of Financial Empowerment

Veridian Credit Union•Cedar Falls, IA

17h•Hybrid

About The Position

Responsible for leading and executing the financial education and empowerment strategy, ensuring financial education, coaching and partnerships are aligned with strategic goals. Manages day-to-day delivery and performance of financial education programs.

Requirements

Bachelor's Degree in business, finance, education, or related field or equivalent combination of education, training, and experience of 8+ years.
5+ years of experience in financial education, coaching, or related programs.
2+ years of progressive leadership or team management experience.
Strong knowledge of personal finance, budgeting, and consumer financial products.
Oral and written communication skills.
Member service focus.
Attention to detail and accuracy.
Positive attitude that supports a team environment.
Dependable and punctual; flexible during peak times.
High level of confidentiality.
Organizational skills.
Self-motivated; ability to work without close supervision.
Problem solving; analysis.

Nice To Haves

Certification in financial counseling or coaching (e.g., AFC®, HUD counseling, or similar).
Experience working in a financial institution or community-focused organization.

Responsibilities

Oversee the day-to-day delivery and performance of financial education and coaching programs for members and community partners, including direct facilitation or presentation as needed.
Design, evaluate, and enhance financial education programs, workshops, resources, and coaching approaches to improve member outcomes and program effectiveness.
Collaborate with retail teams, Member Support Center, lending, Account Resolution, and other internal partners to identify members who may benefit from financial education and connect them with appropriate resources.
Define, monitor, and report on key metrics tied to financial education participation, effectiveness, and financial well-being outcomes, and use findings to recommend improvements.
Research and monitor trends and best practices in financial education, coaching, and financial well-being, and make recommendations to leadership.
Build and maintain relationships with external organizations, community partners, and vendors that support the delivery of financial education programming, including completing vendor due diligence as needed.
Represent the credit union externally in financial education initiatives, workshops, and partnerships that advance member’s financial well-being.
Identify recurring member needs, barriers, and product or service gaps through financial education programs and partner feedback and provide recommendations to internal stakeholders to inform potential solutions.
Provide on-going coaching to all team members that encourages personal, professional and career development.
Clearly define expectations of all team members.
Interview and hire the most qualified applicant for position openings.
Provide initial orientation and on-going support to team members on the mission, vision, values and leadership culture of the organization.
Plan and prepare for the future by being open minded, perceptive, and proactive.
Make decisions that support the members, the department and the organization as a whole both financially and strategically.
Ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.