Community Financial Wellness Partner

Overview

Reporting to the SVP, Retail Sales, the Community Financial Wellness Partner (Partner) leads St. Mary’s Bank’s financial literacy and wellness strategy across the community, employer partnerships, branches, business development, and employee programs. The role delivers practical education that builds financial confidence while supporting the Bank’s goals for membership growth, deeper relationships, and community impact.

As a public-facing financial education expert and relationship builder, the Partner develops partnerships with colleges, workforce programs, employers, schools, nonprofits, and community organizations. The Partner also creates wellness programming for business members and their employees and works with branch teams and Business Development Officers to support outreach, deepen relationships, and connect participants to appropriate St. Mary’s Bank solutions. The role also partners with Human Resources on employee financial wellness. All programming must be educational, unbiased, compliant, and aligned with the credit union mission of people helping people.

Key Responsibilities

• Design and deliver workshops and presentations on budgeting, saving, credit, debt, student loans, banking basics, fraud prevention, first-time homebuying, and major life events.

• Build and manage partnerships with colleges, high schools, workforce development and job-training programs, adult education providers, refugee and new-American organizations, and nonprofits.

• Create programs for college students, including first-year money orientations, credit building, student-loan repayment, and financial readiness for graduating seniors.

• Represent St. Mary’s Bank at community events, resource fairs, financial reality fairs, and partner programs.

• Train and coordinate employee volunteers for financial education and outreach events.

• Tailor content for low-to-moderate-income, young adult, underbanked, and workforce audiences through in-person, virtual, and self-paced formats.

• Develop and manage a turnkey workplace financial wellness program that business members can offer their employees as a benefit.

• Deliver lunch-and-learns, webinars, benefits fairs, and one-on-one financial check-ins for employer partners.

• Partner with Business Development Officers, Member Experience Managers, branch teams, retail sales, and member-development partners to identify employer opportunities, onboard new business members, support outreach, and deepen relationships.

• Work with employer partners, branches, and Business Development Officers to select relevant topics, such as budgeting, credit, fraud prevention, homebuying, savings, and banking basics, and schedule sessions.

• Track and report on employer participation, employee engagement, referrals, memberships, relationship outcomes, and community impact, with regular updates to internal partners and employer contacts.

• Coordinate with branches and Business Development Officers before and after employer events to ensure clear follow-up, appropriate referrals, and a consistent member experience.

• Own and lead St. Mary’s Bank’s employee financial wellness program.

• Deliver year-round workshops, resources, and confidential one-on-one coaching on budgeting, debt, credit, emergency savings, homeownership, and retirement readiness.

• Partner with Human Resources and retirement plan partners to promote benefits enrollment, education, and responsible use, without giving individual investment, tax, or legal advice.

• Train member-facing teams to recognize financial wellness needs and connect members to appropriate resources and solutions.

• Use employee financial wellness surveys to continuously improve the program.

• Maintain a library of curriculum, presentations, handouts, facilitator guides, and digital content.

• Use trusted, unbiased resources, including licensed financial education platforms.

• Manage the program budget, annual calendar, vendors, learning tools, and online wellness platforms.

• Partner with Marketing on promotion, website and social media content, community campaigns, and Financial Literacy Month.

• Track key performance indicators, including sessions delivered, people reached, knowledge gains, partners, employer engagement, employee participation, memberships, referrals, and relationship outcomes.

• Prepare regular leadership and community-impact reports as applicable.

• Comply with bank policy, marketing and compliance review, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) principles, privacy requirements, and regulations.

• Refer participants to licensed professionals for investment, tax, legal, or other specialized advice.

• Stay current on financial wellness research, best practices, community needs, and member trends.

Core Skill Competencies 

• Communication and Relationship Building: Communicates clearly in speaking and writing, builds trusted relationships with community, employer, and internal partners, and represents St. Mary’s Bank professionally in the community.

• Presentation and Facilitation: Delivers engaging presentations to groups of 5 to 200 or more, in person and virtually.

• Financial Acumen: Strong knowledge of personal finance, including budgeting, saving, credit, debt management, student loans, deposit and lending products, homeownership, retirement readiness, and fraud prevention.

• Member Focus and Mission: Understands member needs and connects people to appropriate solutions, in line with the credit union mission of people helping people.

• Adaptability and Inclusive Engagement: Tailors content and approach for diverse audiences, including low-to-moderate-income, underbanked, young adult, and new-American communities.

• Organization and Project Management: Manages multiple programs, events, and deadlines while prioritizing effectively.

• Data and Reporting: Tracks KPIs and turns results into clear reports for leadership.

• Compliance and Sound Judgment: Keeps education unbiased and compliant, protects confidentiality, and refers people to licensed professionals when appropriate.

• Initiative and Business Development: Works independently to grow partnerships and meet business development goals.

Physical Demands

• Ability to travel frequently within the region to visit branches and attend meetings.

• Ability to stand and walk for extended periods.

• Capability to lift and carry materials and other items up to 25 pounds.

Qualifications

• Bachelor’s degree in finance, business, education, economics, social work, communications, or a related field, or equivalent experience.

• Three to five years of experience in financial education, financial coaching or counseling, banking or credit union work, teaching or training, community outreach, or business development.

• Professional certification, or willingness to earn one within 12 to 18 months, such as Accredited Financial Counselor, Certified Financial Education Instructor, or Credit Union Certified Financial Counselor, preferred.

• Experience designing curriculum or running a workplace wellness, employee benefits, adult education, or community education program.

• Experience working with college or university audiences, workforce development programs, business members, or employer HR teams.

• Proven ability to build relationships with schools, employers, community organizations, nonprofit partners, branch teams, Business Development Officers, and other internal business partners.