Financial Wellness Coach (141FWC)

Company Summary

MECU is a not-for-profit financial institution committed to helping its members and community by offering high-quality financial products and services.

MECU’s success in empowering our members to improve their financial well-being and live better dates back to 1936. We seek service-oriented professionals that will be champions for our members, treat everyone with respect find ways to assist our members/co-workers and help our community be a better place to live.

WE NEVER COMPROMISE THE MEMBER EXPERIENCE - our goal is to provide the absolute best member experience in all interactions and is the number one factor that we use to differentiate ourselves from our competition.

Position Summary

Works under minimal supervision to educate members one-on-one and in groups through counseling sessions and the financial literacy program. Provides counseling and recommendations after thorough review of the member’s financial circumstances. Provides assistance to the member in managing their finances utilizing the Credit Counseling Program members’ action plans for increased financial stability and success. Teaches financial education to people of all ages and participates in community events and projects centered around financial literacy.

Essential Duties and Responsibilities

• Maintains a broad and current knowledge base of the industry. Understands the impact of developments and trends on the industry and the organization. Makes informed decisions.
• Ability to develop, implement and present a Financial Literacy Program to members, existing SEGs and City government agencies that promotes fiscal responsibility. Help to meet the financial needs of the member by educating them on MECU's products and services.
• Comes across as confident and well-prepared when making group presentations. Makes effective use of visual aids or presentation software and looks at ease while handling questions from the audience. His/her presentations hold the audience's attention and tend to be the right length for the amount of information covered. This is in contrast to those who appear unprepared, attempt to cover too much material, use jargon or visual aids that fail to augment the presentation or come across as ill at ease when addressing questions from the audience.
• Maintains an established standard of work. Masters new tasks and routines. Maintains an established level of personal reliability and punctuality. Meets deadlines and commitments. Keeps work up to date.

Preferred Qualifications

• High School Diploma or General Education Degree (GED) required.
• One (1) to two (2) years’ experience in a financial institution required.
• Two (2) years’ experience in credit counseling/debt management preferred.
• Must obtain and/or maintain Financial Counseling Certification within the state of Maryland.
• Ability to present information to individuals or large group