Member Education Facilitator - Golden 1 Credit Union - Sacramento, CA

09 Sep 2015 9:05 PM | Anonymous

Member Education Facilitator - Sacramento, CA


GENERAL DESCRIPTION: 
Under the direction of the Manager, present webinars and workshops, update proprietary curriculum for youth and the
community in support of Credit Union goals and current promotions. Assist the Manager in presenting to general
membership and select employee groups, preferably in English and Spanish. Responsible for the Member Education
Department webinars and e-learning experiences in order to provide value and service to credit union members and
our community.
TASKS, DUTIES, FUNCTIONS:
1. At the direction of the Member Education Manager, present workshops and webinars to Golden 1 general membership and select employee groups (SEG) at various locations including state agencies, public schools, administrative offices, youth clubs, community organizations, branches, trades shows and special events. Work closely with Branch Managers and Branch Channel Delivery to expand their network of SEGs and connection to the community, with a goal of growing the membership of the credit union.
2. Work closely with Financial Consultants, Branch and Back-Office Management to implement and facilitate innovative practices necessary to further increase awareness of Golden 1 member education offerings to
general membership and community to increase market share of its quality & market-competitive products and services.
3. Network with Sacramento, Bay Area, Central Coast and Central Valley non-profit organizations, educational institutions and City/State officials to promote the services the Member Education team offers, as well as Financial Education awareness as a whole. Represent Golden 1 and the Member Education team in various committees and organizations to further Golden 1’s presence in the community, drive business towards the area branches, and further Member Education programs providing value and service.
4. Support SEG development by: 
a. Working with other divisions of Golden 1 Credit Union.
b. Identifying and developing new relationships with businesses, schools and non-profit organizations.
c. Initiating contact with current SEG’s to offer to participate in events and present financial workshops.
5. Develop and manage new educational content, webinars and videos (i.e.-Facebook, Google Plus, YouTube, Golden1.com, etc.) to reach current and prospective members.
6. Attend, represent, and organize Golden 1’s involvement in events and trade shows regarding Financial Education and the community’s youth. Continually assess the impact of Golden 1’s presence in such events for any further improvement to service.
7. Maintain information systems relative to Member Education on the intranet and golden1.com.
8. Plan and develop business strategies related to the member education program including website implementation, e-learning systems, and youth financial literacy programs. Monitors progress, assess impacts, make recommendations and administer changes as approved.
9. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
10. Travel required throughout California.
11. Perform other duties as assigned.
QUALIFICATIONS: 
1. EDUCATION: Bachelor’s degree preferred, or equivalent work experience.
2. EXPERIENCE: Five years of experience in the financial industry with experience in public speaking and communications. At least two years’ experience teaching and/or interacting with youth. At least three years’
experience conducting and/or organizing E-learning and webinars.
3. KNOWLEDGE/SKILLS:

  • Proficient with all Microsoft Office programs. Bilingual (English/Spanish) a plus.
  • Proven ability to meet and/or exceed individual/team service goals. Ability to motivate and inspire.

To be considered for this position you must apply at: www.golden1.com / Careers - MEMBER EDUCATION FACILITATOR

Job Type: Full-time

Required experience:

  • Five years of experience in the financial industry with experience in public speaking.: 5 years

Required education:

  • Bachelor's

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