Credit Union:

Express Credit Union

Region:

Seattle, WA

Closing:

6/30/2025

Learn More

Job Description:

Financial Education Specialist

Express CU is excited to announce an exciting new opportunity to lead a financial education and training program for our members and staff. At Express we pride ourselves on inclusive financial products and services and want to expand and enhance financial education for our members and community. The position will be hybrid with regular work expected at the Express office and around the Puget Sound Region.

Express CU Mission Is to collaborate with our community to create access to financial opportunities.

Our vision is Economic Justice for ALL. We believe every WA state resident deserves to have fair and affordable access to affordable banking services and that everyone possesses the skills to be financial resilient.

Express CU is a Community Development Financial Institution (CDFI) committed to serving individuals and businesses regardless of their income level, credit score or immigration status. Express provides accessible/flexible financial products and tools to help our members by building credit, increasing their assets, and gaining economic security. Express partners with many local community-based and nonprofit organizations providing financial education to their clients and community members

Express’s core operating values are:

People & Community: At our core, we care for our members, our community, and each other. We look for opportunities to offer financial services that meet people where they are physically.

Empowerment: We champion our members by providing them with information and the tools they need to achieve success and a sense of control in their financial life. We commit to providing an environment of appreciation, support and motivation. We encourage employees to take initiative and responsibility towards achieving their individual and organizational goals.

Inclusion: We recognize the strength of our diversity, and value unique contributions of all members, staff, and community partners in an atmosphere of acceptance, value, and respect.

Empathy: We continually strive to understand the perspective of members and staff by actively and respectfully listening without judgement. We meet members where they are at on their financial journey.

Trust: Trust is foundational to all our relationships, with members, staff and community. We build trust through honesty, open communication and transparency. We commit to providing secure systems and high-quality personalized service day in and day out.

Areas of Responsibilities to include:

  • Financial Education & Coaching Development
    • Create and promote financial education materials, workshops, and counseling programs that empower members to make informed financial decisions.
    • Council members through personalized financial counseling sessions, helping them navigate their financial goals, improve credit, save, and manage debt, through active listening
    • Provide one-on-one and group coaching to enhance financial literacy and build financial confidence among members.
    • Collaborate with the Business Development Team to create and promote tailored financial education programs that align with the needs of members and community organizations.
  • Community Engagement & Outreach
    • Attend community events and actively promote Express’s financial education offerings and financial counseling services.
    • Conduct school-based outreach and assess the financial education needs of educators, students, and their families.
    • Organize and facilitate financial education sessions both virtually and in-person, aimed at strengthening financial literacy in diverse communities.
  • Member Engagement
    • Assist new members complete their account opening with Express.
    • Conduct check-in calls for new members and new loans to increase engagement and ensure they know how to access their accounts.
    • Open deposit accounts, provide account maintenance, and handle routine member service needs.
    • Encourage and support account opening efforts and proactively promote relevant financial products and services to members.
  • Collaboration & Relationship Building
    • Work closely with community partners, staff, and members to build strong relationships and ensure effective delivery of financial education programs.
    • Collaborate with the ECU management team to enhance the development and implementation of financial education initiatives and coaching services.
    • Partner with management to prepare and facilitate internal training for staff on delivering effective financial coaching and education.
  • Program Monitoring & Evaluation
    • Assess the impact and effectiveness of financial education programs and coaching sessions, collecting feedback from members to improve services.
    • Use data and feedback to refine financial coaching strategies, ensuring programs remain relevant and impactful for members.
    • Identify trends and community needs to support the development of relevant financial education products and services.

 

Qualification and Skill Requirements – The ideal candidate will possess most of the following qualities and attributes:

  • Bachelor’s degree or equivalent combination of experience and education (fields such as Education, Communications, Marketing, Training, or Volunteer Management are ideal).
  • Valid driver’s license, clear driving record, and reliable transportation.
  • Strong commitment to ECU’s mission and values.
  • Experience working with diverse communities (demographically and economically).
  • Understanding of economic inequality and structural barriers related to poverty.
  • Ability to build and maintain professional relationships with staff, members, and community partners.
  • Certified Financial Counselor (or willingness to obtain certification).
  • Knowledge of public benefit systems (e.g., TANF, SNAP, SSDI, SSI).
  • Proficiency with Microsoft Office programs and video conference platforms to create and facilitate presentations.
  • Fluent in Spanish (read, write, speak)

We anticipate qualified candidates to have the following skills and experience:

  • Basic financial education experience, with an understanding of the materials created and presented to members and the community.
  • Experience with project management and team collaboration.

 

Physical Environment and work Environment

This is an in-branch position, with the opportunity to work from home from time to time at the manager’s discretion. The role primarily involves desk work and extended periods at a computer. Occasional travel to partner locations will be required for education or networking events. Reasonable accommodation may be made for individuals with disabilities.

Compensation & Benefits

  • Hourly $22.00 – $30.00 DOE
  • Benefits
    • Employer paid medical, dental and vision benefits for the employee (100% of premium covered for employee by Express)
    • Ample Annual Paid Sick and Vacation time
    • Rate discounts on loans for employees
    • Continuous professional development opportunities
    • Free parking

Application Procedure

  • To apply please apply thru Indeed:
  • In your cover letter please address relevant experience, qualifications, and reasons your interest in the position.
  • All job offers are contingent on the following:
    • Completion of background check
    • Satisfactory reference checks