Financial Education Coach

BMI Federal Credit Union; Dublin (OH); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

401(k) Plan with Company Match

Paid Time Off & Paid Holidays

Medical, Dental, and Vision Insurance

Wellness Program

Life & Disability Insurance

Educational Assistance

HRA Funds

EAP

Job summary

BMI Federal Credit Union in Dublin, OH is seeking a Financial Coaching and Education Coordinator to grow our member‑focused programs. You will provide personalized 1-on-1 coaching, coordinate workshops, and manage credentialing and reporting across departments to expand financial education services while delivering exceptional member service.

This on-site role requires collaboration with Marketing and Training teams, supports Dollars and Sense University initiatives, and offers meaningful

Qualifications

• Associate degree in related field strongly preferred; Bachelor’s degree preferred.
• 1-3 years of related experience.
• Hold or achieve CCUFC credential.
• Valid driver’s license and reliable transportation.
• Ability to work a varied schedule including early mornings, late nights, and weekends.

Responsibilities

• Conduct member consultations to assess financial position and plan improvements.
• Keep notes and records of coaching sessions and progress toward goals.
• Track and report counseling activities to the VP of Business & Community Development.
• Schedule site visits for one-on-one consultations at worksites or BMI FCU branches.
• Promote financial wellness through workshops, newsletters, and community partnerships.
• Coordinate education resources and outreach strategies with cross‑department collaboration.

Skills

Financial coaching

Public speaking

Program administration

Educational outreach

Education

Associate degree

Bachelor's degree preferred

Tools

Canva

Mentimeter

Zoom

SurveyMonkey

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Dublin, OH, US

Salary Range: $21.50 To $26.50 Hourly

Location: 6165 Emerald Parkway, Dublin OH 43016
This position is 100% on-site with no options for remote work

ABOUT BMI FEDERAL CREDIT UNION (BMI FCU):

BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple – to improve the financial well‑being of our members and our community.

For 17 consecutive years (2010-2026), BMI FCU has been named a “Best Place to Work in Ohio” by the Workforce Research Group.

Benefits You’ll Love:

• 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)

If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you!

POSITION SUMMARY:

This role is responsible for managing and growing the credit union’s financial coaching and education initiatives. The individual in this position is responsible for providing personalized 1-on-1 financial coaching to our members, oversees program administration and credentialing, develop educational resources and outreach strategies, and help coordinate workshops and community partnerships. The position also supports employee development, promotes financial wellness through marketing and community engagement, maintains program compliance and reporting, and collaborates across departments to expand the impact of financial education services while delivering exceptional member service.

ESSENTIAL JOB FUNCTIONS:

• Conduct member consultations to assess their financial position and formulate a plan for the member to improve their individual situation.
• Keep appropriate notes and records of financial coaching sessions and member progress towards goals.
• Track and report financial counseling activities to the VP of Business & Community Development.
• Schedule and attend site visits for one-on-one consultations, at members’ worksites or at a BMI FCU branch, as requested; also, assist with site visits as requested by the Business Development Department.
• Manage communication with members regarding Financial Coaching Appointments.
• Formalize, implement, manage, and monitor the evaluation of the Financial Coaching program.
• Ensure the Financial Coaching section of the website is updated and is current, including the Financial Education Coaching Agreement and Scheduler.
• Manage Certified Credit Union Financial Counselor (CCUFC) credentialing process with Training and Development Specialist.
• Manage relationships with employees that hold the CCUFC including recognition, engagement in opportunities and tracking participation, and providing resources to support counseling.
• Create a comprehensive/robust program centered around supporting staff development in obtaining and retaining the CCUFC credential.
• Work with Training and Development Specialist to promote and support the Financial Coaching and Education bachelor’s degree as part of Dollars and Sense University.
• Manage content and post on social media and other outreach methods to promote financial wellness and Financial Education Program, including community workshops and events.
• Build and publish Financial Wellness Newsletter, with support from Marketing; maintain mailing list.
• Serve as back-up and co-presenter when needed for Financial Education Workshops.
• Provide input and assist in the promotion of community financial education workshops.
• Collaborate with Specialist to write spotlight article on financial wellness topics.
• Manage BMI FCU’s 3 rd party partnerships with Banzai! And It’s A Money Thing, including monitoring content, evaluating new content/products, and contract status.
• Support youth programming alongside the Fin Ed Specialist
• Apply for local, state, and national financial education awards, recognition, & grants
• Maintain and gain thorough knowledge of products and services, as well as any compliance regulations, philosophy, and organization structure applicable to job responsibilities on a self-directed basis.
• Provide friendly, responsive service to all members; recommend appropriate products and services to benefit the member.

WORK ENVIRONMENT:

Office environments, some traveling and o utdoors environments

QUALIFICATIONS AND SKILLS REQUIREMENTS:

• 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
• A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
• Ability to work a varied schedule (some early mornings, late nights, and weekend hours)
• Ability to work under minimal supervision
• Skill in oral presentations
• Skill in financial coaching
• Critical thinking and problem-solving skills
• 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 – a member focus orientation/ philosophy
• Ability to receive and maintain confidential information
• Ability to operate standard office machines (e.g. calculator, copier, fax, etc.)

PHYSICAL REQUIREMENTS:

Must be able to meet the following physical requirements, with or without reasonable accommodation: 1) Sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; 2) Reach with hands and arms; 3) Talk and hear; 4) See and be able to read, write, and interpret text, spreadsheet, and financial documents; 5) Occasionally lift and move objects weighing up to 10 pounds.

As an equal opportunity employer, BMI FCU does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, childbirth and related conditions, lactation status, gender identity, sexual orientation, age, disability, veteran or military status, genetic information, or ancestry.