Credit Union:

Express Credit Union

Region:

Seattle, WA

Closing:

4/16/2024

Learn More

Job Description:

Express CU is excited to announce a 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’s 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 financially 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 build credit, increase their assets, and gain 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 lives. We commit to providing an environment of appreciation, support, and motivation. We encourage employees to take initiative and responsibility toward achieving their individual and organizational goals.

Inclusion: We recognize the strength of our diversity, and value the 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 judgment. We meet members where they are on their financial journey.

Trust: Trust is foundational to all of 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 include:

  • Community Outreach & Education
  • Create financial education materials to remain relevant and engaging for diverse audiences.
  • Improve and develop a young adult financial education curriculum based on the needs and feedback of community partners.
  • Coach team members on facilitating effective and engaging presentations
  • Conducts member and community-focused financial education presentations virtually and in person.
  • Attends community events and shares information about Express’s Financial Education offerings.
  • Represents and promotes Express services in the community, cultivation of potential partners as appropriate in collaboration with the Business Development team.
  • Works closely with the Business Development Team to coordinate financial education activities for students and community organizations along with monthly educational offerings directly to Express members.
  • Conducts school-based outreach activities to assess the needs of educators and students.
  • Solicits and incorporates participant feedback.
  • Understand Express products and services. Accepts new member and loan applications as needed while in the community.
  • Collaborates effectively with the ECU management team in helping develop annual plans and be a strategic leader in enhancing Financial Education at Express.
  • Support and participate in new product development and implementation based on trends and needs of members and community.
  • Support education and training development internally for Express staff. Collaborate with the management team to prepare and facilitate training as needed.
  • Assist in identifying tools, referral resources, and materials for members as it pertains to increasing and managing their wealth and creating generational wealth for their families.

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

  • Bachelor’s degree required, or equivalent combination of experience and education (ideal areas of study could be Education, Communications/Marketing, Training, Volunteer Management)
  • Valid driver’s license, with a clean driving record, and reliable means of transportation
  • Strong commitment to ECU’s mission and embraces our values
  • Experience in working with diverse communities- demographic and economically diverse
  • Understanding of economic inequality and the structural barriers linked to poverty.
  • Ability to build and maintain professional relationships with staff, members, and community partners.
  • Certified Financial Counselor – will receive access to training if not already certified.
  • Knowledge of public benefit systems, such as TANF, SNAP, SSDI, and SSI.
  • Experience using Microsoft-based programs and video conference platforms to create and facilitate presentations.

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

  • Experience with basic financial education – has an understanding and comprehension of the materials that we’ll be creating and presenting to members and the community.
  • Experience with project management and collaboration with teams.

Physical Environment and Work Environment

This is a hybrid position but working in the office with our team is always a good time. Primarily works in standard office conditions and climate. Primarily works at a desk and computer likely for extended periods. Will be expected to travel to partner locations from time to time to facilitate education or other networking opportunities.

Compensation & Benefits

  • Base Salary $48,400-$62,400 DOE
  • $59,226.64-$73,226.64 annually including the cost of monthly benefits, paid by the employer.
  • 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 email your resume and cover letter with the subject line Financial Education Specialist to Rebecca Hui at rebecca,[email protected]
  • In your cover letter please address relevant experience, qualifications, and reasons for your interest in the position.
  • All job offers are contingent on the following:
  • Completion of background check
  • Satisfactory reference checks