CU-Thrive Community Engagement Specialist delivering financial literacy and outreach programs for Fox Communities Credit Union. Hybrid role based in Appleton, focusing on community relations and financial education.
Responsibilities
Promoting and upholding the Fox Purpose, Mission, Vision, and Values
Developing and delivering engaging financial literacy presentations and workshops for community partners and members
Creating and maintaining educational content on topics such as budgeting, credit, saving, and debt management
Building and maintaining strong relationships with local businesses, nonprofits, and community organizations
Identifying and engaging prospective business and community partners to expand the reach of the CU-Thrive program
Achieving assigned goals
Serving as the primary contact for assigned community and business partners, ensuring satisfaction and ongoing collaboration
Representing Fox at community events, benefit fairs, and partner meetings
Collaborating with marketing to develop and distribute promotional materials
Tracking outreach activities, member engagement, and performance metrics
Working with internal teams to align messaging and ensure consistent delivery of financial education
Requirements
A two-year college degree, or completion of a specialized course of study at a business or trade school or relevant work experience
Prior financial industry experience is required
5+ years in sales, business development, education, or community outreach
1–2 years of experience in education, financial services, or community outreach preferred
Experience in financial services or team member (employee) benefits programs preferred
Experience creating and delivering presentations to diverse audiences
Excellent communication skills
Passion for wanting to increase financial literacy for all
Proficient at public speaking and conducting webinars
Ability to display professionalism with well-developed communication necessary for working in a team environment and projecting a positive image as a representative of the credit union
Excellent interpersonal skills with the ability to effectively communicate verbally and in writing
Ability to facilitate interactive discussions with students and adults of all ages
Goal-oriented with a proven track record of meeting or exceeding sales targets.
Self-motivated with the ability to effectively work independently
Creative marketing skills
Attention to detail and superior organization and planning skills
Bilingual (Spanish/English) a plus
Benefits
medical
dental
vision
life
short term and long-term disability insurance
401k (Roth and Traditional), which includes company contributions including match
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