Member Education Program Specialist

Partners Federal Credit Union•Orlando, FL

2d•Hybrid

About The Position

The Member Education Program Specialist supports the successful execution of Partners’ Path to Financial Stability program. This role manages the operational, tracking, and communication functions that ensure participants stay engaged, meet key milestones, and achieve their financial goals. The Specialist will oversee backend processes, maintain program data and platforms, coordinate participant communications, and partner closely with the Education & Development team to create a consistent, high-quality experience from enrollment to completion.

Requirements

High School or GED
2 to 5 years
Strong organizational and project management skills
Comfortable working with data, tracking tools, spreadsheets, and dashboards
Excellent written and verbal communication skills
Strong follow-through, attention to detail, and accountability
Ability to manage sensitive financial information confidentially
Employee is non-exempt, generally Mon-Fri day shifts but may be required to work evenings, weekends, and holidays as needed.
This position is performed primarily in a traditional office or bank/credit union setting, in a hybrid role that will require in-office workdays, frequent branch visits and ability to work effectively on remote days. May be required to work nights and weekends.
Move self in different positions to accomplish tasks in various environments including tight and confined spaces
Remain in a stationary position, often standing or sitting for prolonged periods
Adjust, move, and carry objects up to 25 pounds in all directions, occasionally up to 50 pounds
Stand for extended periods of times
Perform repeat motions that may include the wrists, hands, and/or fingers. Use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
Verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly.
Hear average or normal conversations and receive ordinary information.
Prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.
Work may include outdoor activity

Nice To Haves

Experience in program coordination, project support, financial education, member experience, training and development or operations preferred

Responsibilities

Manage the day-to-day operations of the Path to Financial Stability program from onboarding to completion.
Own the program tracking process, ensuring accurate participant data, milestones, and financial goals are up to date.
Maintain and update all program platforms, dashboards, tracking sheets, and reporting tools.
Oversee scheduling and logistics for quarterly workshops, follow up sessions, and one-on-one counseling.
Build and manage timelines, workflows, and checklists to ensure all program components stay on track.
Track participant progress toward savings goals, milestones, deliverables, and attendance.
Send proactive follow-ups, reminders, and communications for upcoming appointments, milestones, or missing items.
Serve as point of coordination between participants, counselors, and program facilitators to ensure participants stay on track.
Ensure high-touch, high-consistency communication throughout the year.
Compile weekly, monthly, and quarterly program reports for leadership.
Analyze participation, attendance, and goal completion trends.
Maintain documentation for audit-readiness and ensure data security and confidentiality.
Support building insights and recommendations for program improvements.
Work closely with Education & Development, Member Experience, and Marketing to support program execution.
Coordinate with certified financial counselors to ensure consistency in follow-ups and member experience.
Partner with IT, BI, and vendors to troubleshoot or enhance tracking tools and systems.
Identify opportunities to streamline processes, automate tasks, or improve member touchpoints.
Support the development of templates, workflows, and SOPs as the program grows
Support onboarding of new cohorts each quarter, including enrollment, materials, and communications.
Maintain all member-facing resources, ensuring content is updated and accurate.
Track and report on the $1,000 savings goal progress across all participants.
Coordinate incentives, completion certificates, or recognition moments.
Assist with workshop setup, materials, technology, and vendor coordination for MEDA team.
Partner with Manager, MEDA on monthly virtual workshops.
Partner with Retail Marketing team on monthly educational themes, with focuses on amplification through digital channels.
Update educational curriculum and supporting documents as needed.