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.

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ED014_Member Education Facilitator

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:

1. Effective oral and written communication skills required to give presentations, discuss products and services

and perform other related tasks.

2. The ability to multi-task effectively and work productively with short timelines.

3. Must possess initiative and the ability to work independently with minimal supervision.

4. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard

office equipment, such as financial calculators, personal computer, facsimile machine and telephone.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

1. INTERNAL: Management group and all staff.

2. EXTERNAL: Credit union member. May be in contact with broker/dealer, security company wholesalers,

insurance carriers, various vendors and state agency personnel at times.

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.

PHYSICAL REQUIREMENTS:

1. Prolonged sitting throughout the workday with occasional mobility required.

2. Corrected vision within the normal range.

3. Hearing within normal range. A device to enhance hearing will be provided if needed.

4. Ability to lift 40 lbs. as may be required though generally only at events held 4-6 times per year.

5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.

6. Frequent travel by personal or public transportation to educate the membership and promote CUSO products

and services. May require weekend, evening and occasional overnight scheduling.

7. Attend workshops and conferences to maintain and develop work skills.

 

Lori Guerrieri

Senior Recruiter

Golden 1 Human Resources

lguerrieri@golden1.com

916-732-2702

916-288-6838 fax