Financial Education Program Manager

Job Description:

This position supports the Roanoke and Lynchburg areas.

PRIMARY FUNCTION:

Contributes to the achievement of VACU's strategic goals through effective implementation of financial education programs.

JOB DUTIES AND RESPONSIBILITIES:

Leads the planning and development of financial education initiatives focused on the Roanoke and Lynchburg area. Develops curriculum for seminars and classes for area Initiatives.

Identifies and creates programs to increase personal finance knowledge of area residents for students and adults. Is knowledgeable about and incorporates effective teaching and presentation methods for varied audiences.

Partners with Public Schools and Community Partners to develop and implement Financial Literacy programs for students and staff.

Partners with the Financial Success at Work team to implement financial education programs in our field membership.

Partner with City officials and Not for Profit Organizations to implement programming.

Evaluates and confirms program/ learning objectives are being met and effective.

Educates members and potential members about VACU services and encourages them to take advantage of services and benefits that can help them get ahead financially.

Partners with Marketing Manager to create educational content for web and other channels as needed.

Maintains an effective working knowledge of VACU services and related personal finance information, including credit union and banking industry issues.

Maintains attendance records and prepares reports as requested. Prepares classroom materials and is responsible for set up and clean up. Maintains adequate inventory of instructional materials and supplies.

Consults with VACU Compliance staff as appropriate to ensure presentations and other materials and communications are in compliance with applicable regulations.

Complies with other credit union policies and procedures.

Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies.

Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.

Report all Risk Management Policy violations in accordance with policy.

Other duties may be required and assigned by the supervisor.

JOB QUALIFICATIONS:

Knowledge: Demonstrated knowledge of youth and adult learning methods. An understanding of the unique financial needs of underserved communities in assigned areas.

Skills: Classroom teaching and adult presentation experience required, curriculum development skills, a plus. Strong written and verbal communication skills. Effective presentation skills with experience presenting to adults and young people. Comfortable presenting to large audiences of 200 or more. Effective PC and technology skills, including use of PowerPoint, Canva and multi-media.

Abilities: Professional image. Effective interpersonal skills and ability to relate to varied audiences. Flexibility. Ability to handle multiple priorities. Organized and effective in planning. Ability to work independently and as part of a team.

Minimum Education and Experience: Proven experience in leading program initiatives in assigned area. Experience working with Sr. level leaders in schools systems and in the community. Certification in teaching or financial coaching.

Other Requirements: Must be able to work flexible hours, including some evenings and Saturdays.

PHYSICAL REQUIREMENTS:

This job requires the ability to sit and stand for long periods of time. This job requires frequent carrying or lifting of objects up to 10 pounds and occasionally up to 20 pounds.