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Financial Educator

Company: UW Credit Union
Location: Madison
Posted on: January 14, 2019

Job Description:

UW Credit Union's Community Partnerships department is growing and is hiring for a brand-new role as a Financial Educator. If you are passionate about promoting financial wellness and seeking a platform like UW Credit Union to do so, this is the job for you You will play a key role in delivering financial literacy seminars to our existing community partners, while developing new community partnerships with employers, schools, non-profit organizations, and others in the communities UWCU serves. As the Financial Educator, you will work closely with Director of Community Partnerships, Community Partnerships Manager, and Community Partnerships Coordinator to take the delivery of financial education to the next level. You are a natural at building relationships and find it easy to work with and present in front of diverse audience. You have a positive attitude and you are always looking for the next networking opportunity You have an ability to influence without authority and ability to provide mentorship to those interested in being financial mentors. You are a champion for change and growth and always looking for ways to improve processes and relationships Actively prospect for new mutually beneficial financial education partnerships with the goal of establishing new members for life while maintaining a high level of service with current partners. Work with team members in Community Partnerships to develop an effective channel to train, mentor, and provide feedback to internally certified Financial Mentors. Develop and create new financial education content that is customized to meet the needs of diverse audiences. Work with various business units across UWCU like our Retail Branches, Marketing and Human Resources to promote financial education among internal and external audiences. Stay current on financial education trends to make appropriate recommendations for program improvements and enhancements to the delivery of presentations. Ability to serve as an organizational SME (subject matter expert) around the topic of financial education. Bachelor's degree in Consumer Finance, Marketing, Education, or related field required Master's degree preferred 4-5 years of financial education experience required Strong background in developing and delivering financial education content Ability to work in a fast-paced environment Technically savvy and comfortable working with computers and mobile devices Confidence presenting in front of large and diverse audiences Physical Requirements Ability to work in a typical office environment involving exposure to fluorescent lighting, potential; ink fumes, contact with synthetic materials and air conditioning. Ability to sit and / or stand for up to 8 hours Ability to type at a computer for up to 8 hours Ability to lift to 40 lbs. Language Skills Must be fluent in English Must have strong oral and written communication skills Bilingual fluency in English / Spanish is highly desirable. Why work for UW Credit Union? Join Wisconsin's number one credit union as rated by Forbes 2018, a four-time recipient of Madison Magazine's Best Places to Work, and a two-time Milwaukee Journal Sentinel's Top Workplace to receive: 21.5 days annual time off 2 days paid volunteer time 9 paid holidays (includes your birthday) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Free bus pass and B-Cycle membership 5 health plan options, including domestic partner eligibility And more UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.

Keywords: UW Credit Union, Madison , Financial Educator, Accounting, Auditing , Madison, Wisconsin

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