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Tuscaloosa

    Financial Wellness Manager - Tuscaloosa, United States - Alabama ONE

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    Description

    The Financial Wellness Manager will serve AOCU with a range of coaching services. The Manager will build strong, long-term participant relationships with members and community members, and will work with participants to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of action.

    Responsibilities

    • Conduct financial education outreach events for K-12, college, & adults
    • Community and Outreach events with churches and Chamber
    • Work with Outsourced Financial Education programs (KOFE, GreenPath, and CeMark)
    • Provide one-on-one financial coaching
    • Create content for marketing and social media in concert with TEAM
    • Other duties as assigned
    Preferred Qualification: Certified Credit Union Financial Counselor - FiCEP Graduate

    Requirements

    Equivalent to a college degree (BS or BA in a relevant field) with 3 or more years in the financial industry.

    Able to travel regionally and work a flexible, non-standard work schedule.

    Possess superior communication skills, immaculate social skills, effective public speaking skills, and the ability to communicate effectively with individuals throughout the community.

    Own a passion for developing financial wellness in the community and must enthusiastically advocate for financial wellness and for Alabama ONE as a brand ambassador.

    Own an aptitude for personal finance and the ability to coach others.

    Business development/networking is a must.

    Expert skill set in Microsoft Office Products.


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