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Financial Education Specialist

Educational Federal Credit Union

Financial Education Specialist

Miami, FL
Full Time
Paid
  • Responsibilities

    Job Description

    Job Summary: The Financial Education Specialist serves as a lead public relations representative in championing financial education within our membership and the wider local community. This position serves as a subject matter expert on financial literacy topics for students and helps to promote financial wellness among our members as a core component of EdFed's financial educational community outreach. This position interacts with and makes financial education presentations to students of all ages, and their families. Responsibilities include the coordination of EdFed's Student Financial Counselor Certification Program, staging and presenting financial education workshops, webinars, and financial reality fairs. We encourage you to view and apply directly at edfed.org/careers Duties and Responsibilities: * Helps manage EdFed's Financial Education curriculum for our High School Branch Program. This includes the coordination of our Financial Counselor Certification Program for our student high school branch volunteers. * Facilitates public workshops within local schools, colleges and other community forums to build exposure for the EdFed brand and increase engagement with existing and prospective members. * Assists the Financial Education Program Manager in sourcing new educational content for website, presentations, podcasts, and social media platforms. * Collaborates with business partners to develop relationship plans for K-12 schools and colleges within our sponsor portfolio. * Stages in-person and virtual financial reality fairs under the supervision of the Financial Education Program Manager and the VP of Community Relations. * Proactively seeks out opportunities to highlight EdFed's commitment to financial education and assist Financial Education Program Manager by identifying new venues and platforms to build brand visibility. * Represents EdFed by participating in charitable events, professional networking, and community festivals/expos. * Conducts periodic visits to EdFed branches to build staff visibility for the Financial Education Program and to generate leads for school/community engagement. * Provides members access to certified financial counselors through EdFed's financial counseling service. * Perform other duties as assigned by management and based on evolving business needs. Requirements: * Bachelor's degree in marketing, public relations, advertising, public speaking, education; or a related degree. An Associate's degree plus 3-5 years of experience may be substituted for a bachelor's degree. * Three to five years of experience in marketing financial services is preferred. * Excellent communication and presentation skills. * Comfortable speaking to small and large groups. * Have the ability to travel locally. * Some weekends and nights may be required. * Bilingual a plus. Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned. The following are some benefits offered to employees: * Paid Holiday * Paid Birthday * Paid Sick and Personal Days * Paid Vacation * Retirement/401K with matching contributions * Medical, Dental and Vision Insurance * Life Insurance and Long Term Disability * Tuition reimbursement for Undergraduate and Graduate courses * Various Incentive Programs * Career opportunities Company Description As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

    Company Description

    As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.