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Youth Financial Educator

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Job Description - Youth Financial Educator

POSITION SUMMARY:


Contributes to achievement of BayPort Credit Union’s strategic goals through effective planning, development, and implementation of financial education programs for members and potential members, students, young adults, and other groups. Serves as a champion for financial literacy. Develops relationships and represents BayPort Credit Union in financial literacy efforts in the schools, community, and with other organizations. Leads the efforts in student financial education in schools and teen advisory boards.


 


ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES:



  • Creating and executing annual financial education plans tailored to evolving needs.

  • Conducting seminars and presentations on topics like money management, credit, and budgeting, collaborating with various departments for successful delivery.

  • Facilitates in-school financial education programs, including training, marketing, and resource management.

  • Championing financial literacy within the credit union and the community, exploring new educational opportunities, and partnering with organizations.

  • Managing and evaluating youth financial education programs and measuring their effectiveness.

  • Organizing seminar schedules, resources, and support staff, and representing the credit union at community events and trade shows.

  • Enhancing program reach through collaboration with marketing team to develop online resources.

  • Promoting BayPort Credit Union services to youth and participating in industry coalitions focused on financial literacy.


 


QUALIFICATIONS AND REQUIREMENTS:


Required Education: Bachelor’s degree with major in finance or education or commensurate experience.


Required Experience: 3 – 5 years’ practical experience in banking, finance, financial planning, and/or teaching or training, especially with youth or young adults. 


Required Knowledge: Demonstrates knowledge of youth and adult learning methods.    


Skills and Abilities:



  • Ability to adhere to BayPort Credit Union’s Core Values:  Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.




    • Effective interpersonal skills and ability relate to varied audiences.

    • Ability to handle multiple priorities.

    • Flexible, organized, and effective in planning.

    • Ability to work independently and as part of a team.

    • Classroom teaching and curriculum development skills.

    • Strong written and verbal communication skills.

    • Effective presentation skills with experience presenting to young people.

    • Effective PC and technology skills, including use of PowerPoint and multi-media.


     


    Other Requirements: 


    Must be able to work flexible hours, including some evenings and Saturdays for scheduled events.


     


    This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.


    We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.

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