About the role

  • CU-Thrive Community Engagement Specialist delivering financial literacy and outreach programs for Fox Communities Credit Union. Hybrid role based in Appleton, focusing on community relations and financial education.

Responsibilities

  • Promoting and upholding the Fox Purpose, Mission, Vision, and Values
  • Developing and delivering engaging financial literacy presentations and workshops for community partners and members
  • Creating and maintaining educational content on topics such as budgeting, credit, saving, and debt management
  • Building and maintaining strong relationships with local businesses, nonprofits, and community organizations
  • Identifying and engaging prospective business and community partners to expand the reach of the CU-Thrive program
  • Achieving assigned goals
  • Serving as the primary contact for assigned community and business partners, ensuring satisfaction and ongoing collaboration
  • Representing Fox at community events, benefit fairs, and partner meetings
  • Collaborating with marketing to develop and distribute promotional materials
  • Tracking outreach activities, member engagement, and performance metrics
  • Working with internal teams to align messaging and ensure consistent delivery of financial education

Requirements

  • A two-year college degree, or completion of a specialized course of study at a business or trade school or relevant work experience
  • Prior financial industry experience is required
  • 5+ years in sales, business development, education, or community outreach
  • 1–2 years of experience in education, financial services, or community outreach preferred
  • Experience in financial services or team member (employee) benefits programs preferred
  • Experience creating and delivering presentations to diverse audiences
  • Excellent communication skills
  • Passion for wanting to increase financial literacy for all
  • Proficient at public speaking and conducting webinars
  • Ability to display professionalism with well-developed communication necessary for working in a team environment and projecting a positive image as a representative of the credit union
  • Excellent interpersonal skills with the ability to effectively communicate verbally and in writing
  • Ability to facilitate interactive discussions with students and adults of all ages
  • Goal-oriented with a proven track record of meeting or exceeding sales targets.
  • Self-motivated with the ability to effectively work independently
  • Creative marketing skills
  • Attention to detail and superior organization and planning skills
  • Bilingual (Spanish/English) a plus

Benefits

  • medical
  • dental
  • vision
  • life
  • short term and long-term disability insurance
  • 401k (Roth and Traditional), which includes company contributions including match
  • paid time off
  • caregiver leave
  • Paid Volunteer Time Off

Job title

Community Engagement Specialist

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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