Financial Education Coach

BMI Federal Credit Union

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

Posted 10/17/2026full-timeDublin • Ohio • United StatesJunior💰 $22 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial coaching and education, with a strong focus on member service and communication. Proficient in managing financial wellness programs and utilizing digital marketing tools to promote financial literacy.

Highest-signal resume keywords

Financial CoachingCredit Union Certified Financial Counselor (CCUFC)Oral 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-Focus OrientationCourtesy and Tact

Tools & Technologies

CanvaMentimeterZoomSurvey Monkey

Certifications & Qualifications

Credit Union Certified Financial Counselor (CCUFC)

Industry Keywords

Financial EducationFinancial WellnessCommunity DevelopmentCompliance 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 member communications 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 with the Training and Development Specialist
Support employees who hold the CCUFC credential and develop staff credentialing support programs
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 education programs
Build and publish the Financial Wellness Newsletter and maintain its mailing list
Serve as backup and co-presenter for Financial Education Workshops
Support promotion of community financial education workshops
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-focus 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)