Financial Wellness Specialist
Napa, CA Napa, CA Full-time Full-time $36 - $48 an hour $36 - $48 an hour Redwood Credit Union is a not-for-profit financial institution that believes in people over profits.
Our mission is to passionately serve the best interests of our Members, team members, and communities.
Sticking to that vision has made us one of the most loved financial partners in the many communities we serve.
In fact, RCU is the 8th largest credit union in California--and growing.
Due to this growth, we recently completed construction on our new, 8-acre campus in Napa and are ready to welcome more than 500 valued team members! Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others.
That people-first approach holds true for our employees, too.
Our work environment is built on service and trust.
It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.
If this sounds like a place you'd like to be, we're eager to meet you! Redwood Credit Union is looking for a passionate Financial Wellness Specialist who will be responsible for enhancing RCU's position as a trusted financial community partner and resource through the development and execution of RCU's financial literacy and wellness programs.
The position includes collaborating with many school, government and non- profit leaders in the community.
As a Financial Wellness Specialist you will be responsible for a variety of tasks:
Team Member/Member Programs Develop and implement programs to improve the financial wellness of staff in order to both improve their lives as well as create a solid foundation for them to help our Members.
Develop new tools, scripts, processes, etc.
, that enable staff to easily and efficiently work with Members on plans that will improve their overall financial wellness.
Develop methods to integrate financial wellness concepts into RCU training programs.
Maintain, revise and develop existing curriculum and exercises on an ongoing basis to enhance the learning experience on a wide range of financial wellness topics.
Coordinate with other departments to determine topics and presenters to facilitate Member educational seminars.
Youth/non-Profit Programs Work with local schools to facilitate and/or implement financial literacy components into school curriculum.
Develop and maintain relationships with community schools, nonprofits, and other partners to deliver financial literacy.
Design, develop and deliver presentations, seminars and webinars on a wide range of financial wellness topics.
Moderate reality fair simulations such as the Bite of Reality sessions.
Programs Management Research current and developing programs/trends in the field of financial literacy and wellness for potential use at RCU.
Track and report on all financial literacy efforts including location, number of participants, topic, and type of audience.
Facilitate employee understanding of RCU's financial literacy efforts.
Coordinate with Communications for press releases and social media items.
Knowledge Skills and Abilities Knowledge of basic and intermediate financial skills.
Knowledge of training fundamentals including material development, practical exercises, presentation methods, evaluation techniques, scheduling, and coordination.
Knowledge of financial institution (particularly credit union) practices, products and services and how they relate to financial literacy and wellness.
Skill in presenting to a wide range of audiences.
Skill in PC operations including Word, Excel, PowerPoint, Outlook, and internet/intranet applications.
Education:
A combination of education and experience equivalent to a bachelor's degree or completion of a specialized course of study and at least three to five (3-5) years of related experience.
Compensation:
Base salary starting range:
$36.
00 to $48.
00 hourly commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity.
We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with employer match, generous holiday and PTO policy, and extensive RCU specific perks like 100% financing for employee purchased homes! Mandatory Vaccination Policy:
As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions).
Service Trust People Cooperation We are an Equal Opportunity Employer.
Estimated Salary: $20 to $28 per hour based on qualifications.
Our mission is to passionately serve the best interests of our Members, team members, and communities.
Sticking to that vision has made us one of the most loved financial partners in the many communities we serve.
In fact, RCU is the 8th largest credit union in California--and growing.
Due to this growth, we recently completed construction on our new, 8-acre campus in Napa and are ready to welcome more than 500 valued team members! Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others.
That people-first approach holds true for our employees, too.
Our work environment is built on service and trust.
It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.
If this sounds like a place you'd like to be, we're eager to meet you! Redwood Credit Union is looking for a passionate Financial Wellness Specialist who will be responsible for enhancing RCU's position as a trusted financial community partner and resource through the development and execution of RCU's financial literacy and wellness programs.
The position includes collaborating with many school, government and non- profit leaders in the community.
As a Financial Wellness Specialist you will be responsible for a variety of tasks:
Team Member/Member Programs Develop and implement programs to improve the financial wellness of staff in order to both improve their lives as well as create a solid foundation for them to help our Members.
Develop new tools, scripts, processes, etc.
, that enable staff to easily and efficiently work with Members on plans that will improve their overall financial wellness.
Develop methods to integrate financial wellness concepts into RCU training programs.
Maintain, revise and develop existing curriculum and exercises on an ongoing basis to enhance the learning experience on a wide range of financial wellness topics.
Coordinate with other departments to determine topics and presenters to facilitate Member educational seminars.
Youth/non-Profit Programs Work with local schools to facilitate and/or implement financial literacy components into school curriculum.
Develop and maintain relationships with community schools, nonprofits, and other partners to deliver financial literacy.
Design, develop and deliver presentations, seminars and webinars on a wide range of financial wellness topics.
Moderate reality fair simulations such as the Bite of Reality sessions.
Programs Management Research current and developing programs/trends in the field of financial literacy and wellness for potential use at RCU.
Track and report on all financial literacy efforts including location, number of participants, topic, and type of audience.
Facilitate employee understanding of RCU's financial literacy efforts.
Coordinate with Communications for press releases and social media items.
Knowledge Skills and Abilities Knowledge of basic and intermediate financial skills.
Knowledge of training fundamentals including material development, practical exercises, presentation methods, evaluation techniques, scheduling, and coordination.
Knowledge of financial institution (particularly credit union) practices, products and services and how they relate to financial literacy and wellness.
Skill in presenting to a wide range of audiences.
Skill in PC operations including Word, Excel, PowerPoint, Outlook, and internet/intranet applications.
Education:
A combination of education and experience equivalent to a bachelor's degree or completion of a specialized course of study and at least three to five (3-5) years of related experience.
Compensation:
Base salary starting range:
$36.
00 to $48.
00 hourly commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity.
We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with employer match, generous holiday and PTO policy, and extensive RCU specific perks like 100% financing for employee purchased homes! Mandatory Vaccination Policy:
As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions).
Service Trust People Cooperation We are an Equal Opportunity Employer.
Estimated Salary: $20 to $28 per hour based on qualifications.
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