Financial Wellness Specialist

Are you financially savvy? Do you have experience providing financial coaching and financial wellness? Are you committed to excellent member service, and would you thrive in a Sales environment where the focus is truly centered on meeting the needs of our members? Then we invite you to consider a career at American 1 Credit Union! Look below for more! Location: Jackson, MI Position: Financial Wellness Specialist Wage: Competitive salary starting at $49,143 Benefits start on day one: Health, Dental, Vision, Responsible Time Off All offers of employment are contingent upon background screens.
The Financial Wellness Specialist is responsible for providing direct financial services to our members and Credit Union employees in need of one-on-one financial coaching.
This position also facilitates financial educational classes for small businesses and schools and supports Community Partnerships’ events.
Essential Job Functions: Focus on Purpose: Focused on providing direct financial services to our members, employees, and communities as a Certified Financial Coach.
Engaged: Coordinates and delivers financial presentations to groups, schools, and small businesses.
Continued Growth Support: Supports partner company and school relationships.
Collaboration: Actively visible at community events, provides support to Financial Wellness & Community Partnerships teams.
May be required to work outside normal schedule to meet our members where they are.
Achiever, and Goal Driven: Scorecard Performance; Organization, prioritization, and execution of tasks to proactively solve problems and to get work done.
Diversity, Equity, and Inclusion: Committed to building and supporting a culture that is inclusive for all Core Process, Policy, and Procedure Review: Follows all processes, policies, and procedures, including customer identification and all BSA requirements.
Competencies Required: People Focused and Strong Communication: Empathetically seek understanding of what members and employees require and expect and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.
Achiever, Initiative and Goal Driven: The employee drives for results and success, is committed to their job, sets high standards of performance, pursues aggressive goals, and works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership.
Apply new ways of thinking; create new ideas.
Plans work and carries out tasks without detailed instructions; makes constructive suggestions; prepares for problems or opportunities in advance; undertakes additional responsibilities; responds to situations as they arise with minimal supervision; creates novel solutions to problems.
Focused, Decision Making and Problem Solving : Has a strong sense of urgency about proactively solving problems and getting work done; gain support by collaborating effectively for ideas, proposals, projects and solutions, take initiative; make and/or facilitate decisions considering impact on others and/or the credit union; reach sound decisions and exercises good judgment based on balanced consideration of facts, priorities, and alternatives; make decisions in agreed upon time frame; take initiative to identify and resolve problems; demonstrate ability to examine existing problems/issues in new ways.
Engaged and Collaborative: The capacity to create an achievable vision for the future by engaging and collaborating with the community partnership team, and other teams to foresee longer-term developments, to envision options (and their probable consequences), to select sound courses of action, to rise above the day-to-day detail, to challenge the status quo.
Trustworthy, Reliability and Confidentiality: Personally responsible; completes work in a timely, consistent manner; works hours necessary to complete assigned work; is regularly present and punctual; arrives prepared for work; is committed to doing the best job possible; keeps commitments.
Able to keep all information obtained confidential including member, employee, and credit union information.
Ensures core process, policies and procedures are followed.
Key Accountability Items: Certified Financial Coach for personal and small businesses Deliver financial presentations and one-on-one coaching sessions Support partner company and school relationships Community Event Support Scorecard Performance Requirements: Experience with facilitating presentations A minimum education of high school diploma or GED.
Proficient in using Microsoft Office professional Suite (Outlook, Power Point, Excel, and Word) Proven written and verbal communication skills.
The Ideal Candidate: Has previous Financial Wellness Experience Must be an outgoing individual.
Must be highly organized and have the ability to multi-task.
Must have the capability to work on a creative team and contribute creatively.
Above average verbal and interpersonal communication skills.
Must be detail oriented.
Ability to perform duties with minimal supervision.
Ability to meet deadlines and perform under pressure.
Ability to maintain a strict standard of confidentiality.
NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification.
They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.