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Financial Wellness and Community Specialist
Yorkville, United States
Financial Wellness and Community Specialist
Location: 4957 Commercial Drive, Yorkville, NY 13495
Starting Pay Range: $29.26/hour - $36.57/hour
Who Are We?
AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide!
The Position:
Consistent with the credit union mission of providing our members with the right financial services to live life, dream big and achieve financial success, the Financial Wellness and Community Specialist will:
- Establish mutually advantageous relationships with schools, colleges, and not-for-profit organizations throughout AmeriCU’s field of membership designed to promote financial literacy, strengthen the AmeriCU brand, and drive opportunities for growth.
- Support Member Relations and Member Development teams with efforts to engage youth and underserved populations through financial literacy outreach and educational programming, providing them with tools, materials and resources to facilitate educational opportunities.
- Lead community engagement activities and events in targeted areas to cultivate new relationships and reinforce the mission and vision of AmeriCU for member awareness and retention.
What You'll Do as a Financial Wellness and Community Specialist:
- Develop, manage, and grow relationships with school districts, colleges, and not-for-profit organizations whose constituents primarily consist of youth and/or underserved populations.
- Coordinate financial literacy events and programs, ensuring that Member Relations has the tools and resources needed to implement successful programs, present appropriate content, and track outcomes.
- Provide the Member Relations team with educational materials (print and digital) designed to promote financial literacy and train staff to ensure they are well versed in presenting appropriate financial literacy topics.
- Manage relationships with third-party financial literacy partners to create, acquire and deliver tools and materials to facilitate financial literacy relationships.
- Oversee AmeriCU's annual scholarship programs.
- Manage AmeriCU's annual Credit Union Youth Month initiatives.
- Track all Credit Union financial literacy events and outcomes. Ensure they are well-documented with photos, videos, and correspondence with the organization(s). Provide detailed information on the results (e.g., fundraising totals, number of students taught, number of employee volunteers, etc.).
- Work in partnership with Member Development to help initiate business partner/growth conversations with educational and non-profit organizations engaging in financial literacy programs with AmeriCU.
- Actively, and in a highly professional manner, represent AmeriCU at community events and meetings with non-profit organizations with which the Credit Union is affiliated.
- Work closely with the Community Events Specialist in the planning, execution and oversight of corporate and community events. This includes:
- Coordinating events, community outreach programs and activities.
- Representing AmeriCU in a variety of public settings to increase awareness and engagement, recruiting volunteers to assist where necessary.
- Tracking, measuring and sharing insights and recommendations.
- Work closely with the Community Relations Manager in assisting with administrative items related to community giveback and the AmeriCU Charitable Foundation.
What You Bring:
Education - Bachelor’s degree in Marketing, Communications, Business, Education, or a related field or equivalent job experience.
Experience –3 years of experience in a training, education, marketing, communications, customer service, sales and/or market research role. Must have a strong focus on service to internal/external members/customers, possess the ability to lead cross-functional teams, and have strong communication and multi-tasking capabilities.
Communication - Must possess sound oral and written communications skills and be able to communicate with all levels of management and employees, including those at the Senior Management Team level. Ability to help diverse groups reach consensus and deliver constructive criticism with diplomacy. Ability to develop and maintain productive working relationships.
Industry Knowledge - Knowledge of credit union, banking, and/or financial services (or other related regulated, customer-centric retail industries), and interrelated understanding of sales/marketing/customer service functions is preferred.
Other - Excellent organizational skills. Requires knowledge of administrative and project management practices. Upbeat, positive and enthusiastic champion for the organization. Dedicated, committed to quality work. Ability to travel locally up to 50% of the time.
Come grow with us!
Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:
Competitive rates on our Medical, Dental and Vision plans
Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU’s High Deductible Health plans
Paid Holidays
Paid Time off
Employee Appreciation Events
401(k) Matching after 1 year of employment
Employee Assistance Program
Tuition Reimbursement for Full-time employees after 1 year of employment
Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees
Enhanced Short Term Disability – at no cost to you!
Get to know us more by clicking on the links below. See why YOU should choose AmeriCU!
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