Financial Wellness Educator

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Financial Wellness Educator is a dynamic facilitator and engaging communicator with a deep passion for advancing financial literacy and empowerment. In this impactful role, the educator equips individuals with the knowledge, skills, and confidence to make informed financial decisions supporting lasting financial well-being. With a talent for translating complex financial concepts into clear, relatable guidance, the Financial Wellness Educator plays a critical role in improving the economic lives of our members and strengthening the communities we serve

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience
• Dynamic presenter and expert on financial literacy who can explain complex financial topics in both group and individual settings.
• Conduct educational seminars and 1:1 review throughout the year on various topics designed to ensure the holistic financial success of plan participants.
• Identify quality opportunities for individual businesses and refer them to branch bankers as appropriate.
• Provide education on various financial planning topics, focusing on strategies that address financial wellness needs.
• Act as a liaison between our organization and the community to understand specific needs and tailor wellness programs accordingly.
• Partner with Marketing to create and conduct webinars and blog content for clients and prospects.
• Support new sales and market development initiatives.
• Exhibit understanding of key features and benefits of Wellby Financials products and services.
• Work with sponsor, stakeholders, Experience Design, Communications, Digital Experience, and Technology Services Office to ensure campaigns are aligned across all channels.  
• Be an effective team member by demonstrating good communication, collaboration, reliability, accountability, flexibility, and commitment.  
• Monitor and reach established goals on outreach and business outcomes to measure success.
• Manage a supply of Financial Wellness collateral, promotional materials, and tangibles for events.
• Utilize CRM and department calendar to track engagements, contacts, and outreach efforts.
• Actively identify and mitigate different types of risks, including operational and reputational.
• Provide monthly reports and feedback to management regarding performance and results.
• Represent and promote Wellby’s financial education and wellness offerings at community and corporate business development events as directed.
• Ability to work outside of business hours when needed for events.
• Continuously scan the financial and corporate wellness environment for emerging trends, best practices, and opportunities.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions, general operating policies and procedures and credit union best practices.
• Knowledge of credit union products, services, and regulatory requirements that impact event planning and member engagement.
• Knowledge of general office practices and procedures, business English, spelling, punctuation and arithmetic.
• Knowledge of personal computers and proficiency utilizing Microsoft Office Suite products or related software.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
• Skilled in data organization and implementation into readable formats and spreadsheets.
• Skilled in effective verbal and written communication to prepare and conduct presentations, training seminars, and workshops.
• Skilled in interpersonal skills for exchanging accurate information across diverse audiences.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to work collaboratively and openly share ideas as part of a cross-functional team.
• Ability to initiate, develop and maintain strong, effective relationships.
• Ability to work effectively across organizational departments and functions to achieve strategic goals.
• Ability to work in a fast-paced team environment with exceptional customer service skills.
• Ability to communicate clearly and concisely, orally and