Financial Education Coach

BMI Federal Credit Union

. Provide personalized one-on-one financial coaching to members .

Posted 9/19/2026full-timeDublin • Ohio • United StatesJunior💰 $22 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial coaching, including the ability to assess financial positions and develop improvement plans. Proficient in managing financial education materials and promoting community financial wellness initiatives.

Highest-signal resume keywords

Credit Union Certified Financial Counselor (CCUFC)Financial CoachingOral PresentationsMicrosoft Office ProficiencyGraphic Design Platforms

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial CoachingCritical ThinkingProblem-SolvingOrganizationPlanning

Soft Skills

Professional Phone EtiquetteMember-Focused OrientationCourtesy and Tact

Tools & Technologies

CanvaMentimeterZoomSurvey Monkey

Certifications & Qualifications

Credit Union Certified Financial Counselor (CCUFC)

Industry Keywords

Financial EducationCommunity DevelopmentFinancial WellnessConsultationsCompliance Regulations

About the role

Key responsibilities & impact

Provide personalized one-on-one financial coaching to members
Assess members’ financial positions and formulate improvement plans
Maintain notes and records of coaching sessions and member progress
Track and report financial counseling activities to the VP of Business & Community Development
Schedule and attend consultations at members’ worksites or BMI FCU branches
Manage communication regarding financial coaching appointments
Formalize, implement, manage, and evaluate the Financial Coaching program
Maintain the Financial Coaching section of the website, including the coaching agreement and scheduler
Manage the CCUFC credentialing process and support employees holding the credential
Develop staff development programming for obtaining and retaining the CCUFC credential
Promote and support the Financial Coaching and Education bachelor’s degree within Dollars and Sense University
Manage financial education materials
Create social media and outreach content promoting financial wellness and educational programs
Build and publish the Financial Wellness Newsletter and maintain its mailing list
Serve as backup and co-presenter for financial education workshops
Promote community financial education workshops and events
Collaborate on financial wellness spotlight articles
Manage third-party partnerships with Banzai! and It’s A Money Thing
Support youth programming
Apply for financial education awards, recognition, and grants
Maintain knowledge of products, services, compliance regulations, organizational philosophy, and structure
Provide responsive member service and recommend appropriate products and services

Requirements

What you’ll need

Associate degree in Business, Marketing, Education, Social Work, Psychology, Sociology, Family and Consumer Science, or related field strongly preferred; Bachelor’s degree preferred
1-3 years of related experience; a viable combination of experience and education will be considered
Hold or achieve Credit Union Certified Financial Counselor (CCUFC) credential
Clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
Ability to work a varied schedule, including early mornings, late nights, and weekends
Ability to work under minimal supervision
Skill in oral presentations
Skill in financial coaching
Critical thinking and problem-solving skills
Professional and proficient phone etiquette
Experience with or ability to learn graphic design platforms, interactive presentation software, communication platforms, survey tools, and digital marketing programs such as Canva, Mentimeter, Zoom, and Survey Monkey
Proficient in Microsoft Office, general computer programs, and general office equipment
Skills in organization and planning
Ability to deal with others with courtesy, tact, and effectiveness, with a member-focused orientation
Ability to receive and maintain confidential information
Ability to operate standard office machines
Must meet stated physical requirements, with or without reasonable accommodation

Benefits

Comp & perks

401(k) Plan with Company Match
Paid Time Off & Paid Holidays
Medical, Dental, and Vision Insurance
Robust Wellness Program
Life & Disability Insurance
Educational Assistance
Generous Health Reimbursement Arrangement (HRA) Funds
Employee Assistance Program (EAP)