Financial Well Being Program Communication Strategist at MERITRUST CREDIT UNION

Wichita, Kansas, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Apr, 26

Salary

97585.0

Posted On

18 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Counseling, Communication, Project Management, Relationship Building, Financial Expertise, Empathy, Coaching, Critical Thinking, Technical Skills

Industry

Banking

Description

Job Details Level: Experienced Job Location: Wichita, KS 67202 Position Type: Full Time Education Level: 4 Year Degree Salary Range: $78,068.00 - $97,585.00 Salary Travel Percentage: Up to 25% Job Shift: Day Job Category: Banking We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box. When you join the Meritrust team, your benefits will include: Comprehensive medical insurance plan Dental and vision insurance Generous paid-time-off 12 paid holidays Annual bonus (based off of annual results/scorecard each year) 401(k) plan Wellness program Tuition assistance Employee loan discount Employee Assistance Program (EAP) Life and disability coverage What sets working for Meritrust apart? Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more. Supportive and engaging work environment. A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first. A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally. Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed. This is a full-time position working 40 hours a week, Monday-Friday 8:00am - 5:00pm. POSITION SUMMARYThe Financial Wellbeing Communication & Program Coordinator is a key contributor to Meritrust Credit Union’s mission of empowering members to achieve financial health. This role combines program coordination, strategic communication, and educational outreach to deliver impactful financial wellness initiatives. The coordinator will manage program logistics, develop engaging digital and in-person content, and collaborate across departments to ensure alignment and maximize member engagement. ESSENTIAL FUNCTIONS: Oversee daily operations and logistics of financial wellness programs to ensure smooth execution. Develop and implement comprehensive program plans informed by member needs assessments and organizational goals. Coordinate schedules for activities and events, including venue arrangements, equipment setup, and participant registration. Monitor program budgets, track expenditures, and ensure cost-effective delivery of initiatives. Maintain accurate participant and program records in CRM systems for compliance and reporting. Manage relationships with internal stakeholders (HR, Marketing, Growth teams) and external vendors or community partners. Act as a liaison between Financial Wellbeing and Growth teams to craft digital strategies (blogs, reels, social media). Coordinate monthly huddles for program champions, financial camps, and annual awards through ACU. Represent Meritrust at community events and foster partnerships to expand program reach. Create, curate, and maintain educational content on topics such as budgeting, credit management, debt reduction, and savings strategies. Collaborate with financial counselors and subject matter experts to ensure accuracy and relevance of materials. Develop content for multiple channels, including blogs, social media, email campaigns, and workshops. Manage the Financial Wellbeing website landing page and ensure brand consistency. Design interactive tools and resources to support financial counseling sessions. Ensure all content complies with regulatory requirements and organizational standards. Design and implement marketing and outreach strategies to promote program awareness and participation. Monitor engagement metrics and adjust content strategies to improve reach and impact. Collect and analyze data related to program participation, satisfaction, and outcomes. Prepare and submit reports detailing program progress, engagement, and impact. Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity. We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply! Thank you for your interest in Meritrust Credit Union. Qualifications Education/Certification: Bachelor’s degree in finance, Business, Economics, or a related field. Certification in financial counseling. Proven experience in financial counseling, coaching or planning (at least 2-3 years preferred). Experience Required: Proven experience in financial counseling, coaching or planning (minimum 2-3 years preferred). Previous experience in the financial services or credit union industry. REQUIRED KNOWLEDGE: Knowledge of personal financial fundamentals, understanding of budgeting, saving, debt management credit scores and financial goal setting. Understanding of loans, credit cards, checking/savings accounts, and how they impact financial health. Strong expertise with counseling techniques, confidentiality standards, and ethical practices. Awareness of applicable laws and regulations (e.g., Fair Credit Reporting Act, Equal Credit Opportunity Act). Understanding how emotions and behaviors influence financial decisions. Ability to use financial calculators, budgeting software, and online education platforms HARD/TECHNICAL SKills/Abilities: Communication: Exceptional verbal and written communication skills; ability to simplify complex financial concepts for diverse audiences. Public speaking and presentation skills required. Project Management: Skilled in planning, prioritizing, and managing multiple projects to meet deadlines. Relationship Building: Ability to establish trust and foster collaborative relationships across departments and with community partners. Financial Expertise: Proficiency in financial planning tools and techniques; strong analytical and problem-solving skills. Empathy & Coaching: Ability to work patiently and effectively with individuals from varied financial backgrounds. Critical Thinking: Strong decision-making skills under pressure; adaptable to changing member and business needs. Technical Skills: Proficiency in financial tools, spreadsheets, budgeting apps, and CRM systems. WORKING CONDITIONS Standard office conditions Low to moderate noise Limited lifting up to 10 lbs. Must be able to stand for long periods of time This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Responsibilities

The Financial Wellbeing Communication & Program Coordinator oversees the daily operations of financial wellness programs and develops engaging content for educational outreach. This role involves collaboration across departments to maximize member engagement and ensure program alignment with organizational goals.