Manager of Financial Empowerment
Hybrid-Remote Omaha Metro Area
Hybrid-Remote Waterloo & Cedar Falls, IA
Summary
Responsible for leading and executing the financial education and empowerment strategy, ensuring financial education, coaching and partnerships are aligned with strategic goals. Manages day-to-day delivery and performance of financial education programs.
Essential Functions
- Be knowledgeable of department functions and applicable policies, procedures, laws, and regulations affecting department operations and the credit union.
- Oversee the day-to-day delivery and performance of financial education and coaching programs for members and community partners, including direct facilitation or presentation as needed.
- Design, evaluate, and enhance financial education programs, workshops, resources, and coaching approaches to improve member outcomes and program effectiveness.
- Collaborate with retail teams, Member Support Center, lending, Account Resolution, and other internal partners to identify members who may benefit from financial education and connect them with appropriate resources.
- Define, monitor, and report on key metrics tied to financial education participation, effectiveness, and financial well-being outcomes, and use findings to recommend improvements.
- Research and monitor trends and best practices in financial education, coaching, and financial well-being, and make recommendations to leadership.
- Build and maintain relationships with external organizations, community partners, and vendors that support the delivery of financial education programming, including completing vendor due diligence as needed.
- Represent the credit union externally in financial education initiatives, workshops, and partnerships that advance member’s financial well-being.
- Identify recurring member needs, barriers, and product or service gaps through financial education programs and partner feedback and provide recommendations to internal stakeholders to inform potential solutions.
- Provide on-going coaching to all team members that encourages personal, professional and career development. Clearly define expectations of all team members.
- Interview and hire the most qualified applicant for position openings. Provide initial orientation and on-going support to team members on the mission, vision, values and leadership culture of the organization.
- Plan and prepare for the future by being open minded, perceptive, and proactive. Make decisions that support the members, the department and the organization as a whole both financially and strategically.
Key Attributes
- Oral and written communication skills.
- Member service focus.
- Attention to detail and accuracy.
- Positive attitude that supports a team environment.
- Dependable and punctual; flexible during peak times.
- High level of confidentiality.
- Organizational skills.
- Self-motivated; ability to work without close supervision.
- Problem solving; analysis.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:- Occasionally lift and/or move items over 10 pounds.
- Remain sedentary (seated) for extended periods of time.
Working Conditions
This job operates in a professional office environment and routinely uses standard office equipment.
Travel
Limited travel expected.
Required Education And Experience
- Bachelor's Degree in business, finance, education, or related field or equivalent combination of education, training, and experience of 8+ years.
- 5+ years of experience in financial education, coaching, or related programs.
- 2+ years of progressive leadership or team management experience.
- Strong knowledge of personal finance, budgeting, and consumer financial products.
Preferred Education And Experience
- Certification in financial counseling or coaching (e.g., AFC®, HUD counseling, or similar).
- Experience working in a financial institution or community-focused organization.
Other Duties
Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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