Financial Education Programs Specialist

Essential Functions: 

• Day-to-day oversight of key financial education programs including:
  • Cultivate relationships with program partners
  • Identify and measure key indicators of program success
  • Build deep understanding of programs under their purview
  • Develop strategic communication for internal and external audiences to increase engagement with financial education programs
  • Integrate content between new and existing programs
• Assist in the identification, evaluation and implementation of new financial education programs and resources in various stages of development.
• Track project performance to analyze the successful completion of short- and long-term goals.
• Oversee relevant planning and communication to be shared with stakeholders.
• Collaborate with OnPoint departments and partners to create innovative ideas to promoting OnPoint’s financial education resources.
• Regularly produce and edit various content types (including email, articles, social media posts, blogs, etc.).
• Maintain relevant information in the credit union’s Learning Management System to increase employee understanding and engagement with financial education programs.
• Solicit and incorporate participant feedback into the planning of financial education programs.
• Respond to inquiries about financial education activities.
• Occasionally works special events outside of normal business hours within Oregon and SW Washington.
• Ability to safely operate company or personal vehicle when traveling within Oregon and SW Washington. Valid driver’s license required.
• Perform other duties as assigned.

Knowledge, Skills and Abilities: 

• Outstanding interpersonal skills; a team player who encourages and models collaboration and positive problem resolution.
• Knowledge and experience with program development best practices and applications.
• Excellent written and verbal communication including professional presentations.
• Skilled at connecting with people with varied backgrounds and experiences.
• Adaptable to changing situations and environments.
• Proven attention to detail and ability to prioritize work, handle multiple tasks, and manage deadline-driven assignments simultaneously.
• Demonstrated comfort in asking for, receiving and taking action on feedback from team members and partners.
• Ability to strategically develop and implement new ideas and objectives.
• Intermediate/advanced skills in MS Word, PowerPoint and Excel.

• Bachelor’s degree required, or equivalent combination of experience and education (ideal areas of study or experience could be Education, Content Strategy/Marketing, Organizational Development, Training, Human Resources, Project Management, Business or Non-profit Management)
• Valid driver’s license, with clear driving record, and reliable means of transportation in Oregon and SW Washington.
• Light physical exertions with ability to lift up to 25 pounds.