Credit Union West · 1 day ago
Community Impact Specialist - Yavapai County, AZ (Bi-Lingual)
Corporate Center, Glendale, AZ, US
Full-time
Onsite
Entry Level
1+ years expCredit Union West is a recognized leader in employee satisfaction and community engagement. The Community Impact Specialist plays a crucial role in fostering relationships and delivering financial education and wellness initiatives within the community, while supporting the credit union's goals and enhancing its brand reputation.
BankingCreditFinancial ServicesInsurance
Responsibilities
Creates and maintains financial education content for youth, adult, and underserved communities based on the needs of our employees, members, and communities
Coordinates with external financial education vendors to maximize exposure to credit union membership
Facilitates content at credit union events, community organization, and on marketing channels and social media platforms for engagement
Develops relationships within the education community to promote financial wellness programs
Supports strategies to establish partnerships with vendors, businesses, and organizations to achieve department goals
Schedules financial education opportunities with businesses to align the value of credit union membership with employee benefits
Ensures the credit union's quality and professional reputation is projected and maintained
Supports efforts to incorporate financial counseling activities into overall member experience
Research and coordinates industry and education-based grant funding opportunities to enhance initiatives
Represents the credit union at community and charitable events, business gatherings, and social events with the objective of developing partnerships, sponsorships, and membership development in the community
Coordinates financial education efforts with Employee Volunteer Program organizations and events
Establish and maintains ongoing relationships with community partners to continue to expand and grow
Completes financial education activities and records information promptly
Establish and executes financial education calendar activities for both business development and community relations
Interfaces with Marketing on development and distribution of brochures, promotional materials, and financial education content
Performs other duties as assigned
Qualification
Required
Bi-Lingual (Spanish) required
Bachelor's degree obtained through a formal 4-year program at an accredited educational facility preferred or equivalent experience
A minimum of 1-3 years in finance, community impact, business development, or education and training experience in a financial institution preferred
Experience developing and presenting credible financial wellness education to a diverse audience
Experience building and maintaining professional partnerships with community and business leaders
Able to communicate effectively and tactfully with employees and members both orally and in writing
Demonstrate critical thinking and being self-reliant to better analyze and solve problems
Effective time management and organizational skills
Ability to multi-task and be agile to serve members and employees
Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom)
Thorough knowledge and understanding of organization's Employee Handbook and policies
Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Lifting 30 pounds is required
Preferred
Bachelor's degree obtained through a formal 4-year program at an accredited educational facility preferred or equivalent experience
A minimum of 1-3 years in finance, community impact, business development, or education and training experience in a financial institution preferred
Bilingual (Spanish) is preferred
Benefits
Full-time employees receive 100% paid health, dental & vision insurance
Earn incentives up to 15%, depending on position
401K plan with employer matching funds up to 5%
Profit Sharing
Tuition reimbursement
Gym membership reimbursement
Paid time off for holidays, vacation, and sick days
Credit Union West membership and discounts
Company
Credit Union West
Credit Union West is a financial cooperative that offers banking, insurance, investment and credit services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ning Duong, CUDE
SVP, Chief Operating Officer
Bob Birr
Vice President , Chief Lending Officer
Recent News
2025-08-14
Honolulu Star-Advertiser
2024-11-24
2023-12-25
Company data provided by crunchbase