Financial Wellness Coordinator

Primary Location: 5540 Glenwood Hills Pkwy, Grand Rapids, MI 49512

Employee Status: Full-Time

Workplace Type: Hybrid

Who we are:

At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter.

Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career and life.

About this position: 

The Financial Wellness Coordinator plays a key role in supporting Lake Michigan Credit Union’s (LMCU) financial wellness initiatives by coordinating, delivering, and enhancing financial education programming. This individual will engage with community members, partners, and LMCU employees to promote financial empowerment and ensure the seamless execution of outreach events. The ideal candidate is a relationship-builder, educator, and detail-oriented team player who is passionate about helping others improve their financial well-being.

Occasional travel is expected up to 20%.

What you’ll do: 

Program Development & Delivery

• Coordinate logistics for financial wellness events, including scheduling, setup, and material preparation.

• Assist with planning and implementation of LMCU-hosted Financial Reality Fairs, providing high school students with interactive financial learning experiences.

• Lead and support training sessions for LMCU employees who facilitate financial education workshops, equipping them with tools and best practices.

• Serve as a backup presenter for LMCU-led financial wellness presentations and workshops in various community settings.

• Participate in team meetings and contribute ideas to enhance the design and delivery of financial wellness programs.

• Stay informed on industry trends, research, and best practices in financial education to support continuous program improvement.

Community & Member Engagement

• Represent LMCU at financial fairs, community events, and educational engagements, promoting financial literacy and empowerment.

• Respond to inquiries from members, partners, and the public regarding financial wellness opportunities and programming.

• Maintain active involvement in community initiatives and volunteer opportunities, particularly with key partners like Junior Achievement.

• Travel as needed to support events at LMCU branches, schools, and partner locations.

Content & Resource Development

• Assist in the creation and refinement of educational resources such as presentations, handouts, and digital content aligned with LMCU’s financial wellness goals.

• Contribute to the ongoing development and promotion of the LMCU Financial Wellness Center platform, ensuring it is accessible, engaging, and effective for diverse audiences.

Administrative & Strategic Support

• Monitor internal requests for materials and ensure timely delivery of necessary supplies and information for employee-led financial wellness events.

• Track participation and engagement in financial wellness programs and assist with data collection, reporting, and analysis to measure impact and inform strategy.

• Collaborate with the Financial Wellness Manager to support broader strategic goals and initiatives.

What you’ll bring:

• One or more years of experience in community engagement, education, financial services, or a related field.

• Bachelor’s degree in education, communications, business, or a related field.

• Willingness to travel within LMCU’s service area and occasionally work evenings or weekends for events.

• Experience in program coordination and/or event planning a plus.

• Strong organizational and time management skills, with attention to detail and follow-through.

• Excellent verbal and written communication skills with an ability to simplify financial concepts for non-expert audiences.

• Analytical thinking to interpret data and adjust programming based on impact.

What you’ll get:

• All Employees: weekly pay and retirement savings options.

• Full Time Employees: comprehensive health coverage including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement.

• To see a full list of our benefit offerings, check out this helpful guide!

Have additional questions about the role? Email the Talent Acquisition Team at: