Financial Education Coordinator

The Financial Education Coordinator will develop, implement, deliver and evaluate educational programs aimed at enhancing financial literacy for youth and priority populations. The ideal candidate is passionate about community outreach and capable of creating engaging financial education materials. Skills in delivering educational content and building internal and external partnerships to expand the reach of the WPCU Sunshine Community Fund – the giving arm of Wright-Patt Credit Union (SCF), are essential.

1)      Coordinates with volunteers and hosts financial education workshops, presentations, and training for priority populations, face-to-face and virtually/digitally with a focus on youth – kindergarten through 12^th grade. (25%)

2)      Utilizes financial education resources, including platforms, and collaborates with experts to shape, formulate, and author educational content as needed; defines instructional objectives and methodologies aligned with program ambitions and state standards, as applicable; stays knowledgeable about changes to state requirements, creates financial educational resources that are compelling and pertinent; and assures program quality through monitoring and providing high-quality training and support. This includes establishing program formats and methods to meet learning strategic objectives; identifying target audience opportunities and requirements; and stays well-informed of national and statewide trends and identify gaps and opportunities to make recommendations for programs and initiatives where relevant. (15%)

3)      Coordinates and implements compelling and unique interactive programs and initiatives, such as courses, training sessions with facilitators and teachers (teach the teacher), conferences, workshops, financial fairs/camps and other special ventures. (10%)

4)      Retains and recruits external relationships, such as school district administration, schools, educators, education services centers, other credit unions, the Ohio Credit Union League and community non-profit partners, to further the impact of the program and ultimately increase the number of financial learners. (10%)

5)      Delivers timely and accurate reports, analysis and statistics regarding financial education endeavors and participants reached; and provides necessary data and support needed for grant reporting. This includes working collaboratively with the Sunshine Community Fund’s Development Director to create success measures for grant reporting and other subject matter experts to establish key performance indicators on effectiveness of the suite of programs as well as areas of improvement. (10%)

6)      Represents the SCF at community events and internal or external networking functions, as needed. (10%)

7)      Manages the SCF online financial education platform(s) and vendor, including promotion of resources to create engagement and increase users/learners, content updates, and online training tools. (10%)

8)      Manages the program’s budget. (5%)

9)      Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (5%)

1)      High school diploma or equivalent required with ten (10) years equivalent work experience.

2)      A bachelor’s degree in education, finance, business or related field.

3)      At least 2 years’ experience in primary education, college or adult education, or related instructional fields preferred; familiarity with financial literacy resources and tools is a plus; and the ability to teach or facilitate to students and adult audiences in an engaging manner.

4)      Proven ability to build and maintain strong relationships with diverse stakeholders.

5)      Demonstrates presentation skills including the ability to speak in front of an audience and conveying pertinent information. Requires excellent verbal and written communication skills with an attention to detail.

6)      Knowledge of 501(c)(3) nonprofit organizations and related requirements a plus.