Financial Wellness Coordinator

Altra Federal Credit Union; Onalaska (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Altra Federal Credit Union is seeking a financial wellness educator to present programs in schools, community groups, and other venues. You will develop content, deliver workshops, and build partnerships to expand financial education outreach.

Responsibilities include coordinating volunteers, evaluating program impact, and reporting outcomes. A minimum of one year in financial wellness education and an Associate's Degree are required; bilingual Spanish or Hmong skills are a plus.

Qualifications

• Minimum one year of experience with financial wellness education and events.
• Associate's Degree in Business, Communication, or Education required; experience may substitute.
• Bilingual Spanish or Hmong skills preferred to support community outreach.

Responsibilities

• Deliver financial wellness programs through workshops, presentations, webinars, and other formats.
• Develop and maintain financial education content, materials, and presentations.
• Build partnerships with schools, community organizations, and local businesses.
• Represent Altra at community events, school programs, and financial wellness initiatives.
• Coordinate volunteers and support youth-focused education efforts.
• Evaluate program effectiveness using participation, feedback, and performance metrics.
• Track and report on activities, outreach efforts, and outcomes; research awards submissions.
• Support foundation initiatives, fundraising, and employee onboarding as needed.

Skills

Financial wellness education

Bilingual Spanish or Hmong

Education

Associate's Degree in Business, Communication, or Education

Job description

JOB REQUIREMENTS: Serve as a financial wellness educator by presenting

in schools, community organizations, and other group settings. Deliver

financial wellness programs through workshops, presentations, webinars,

videos, and other educational formats. Develop and maintain financial

education content, materials, and presentations. Build partnerships with

schools, community organizations, and local businesses to expand

financial education outreach. Represent Altra at community events,

school programs, orientations, and financial wellness initiatives.

Coordinate volunteers and support programs such as Junior Achievement

and other youth-focused education efforts. Evaluate program

effectiveness using participation, feedback, and performance metrics.

Collaborate with internal teams to provide financial wellness education

for employees and business partners. Track and report on financial

education activities, outreach efforts, and program outcomes. Research

and submit applications for financial education and community impact

awards. Support Altra Foundation financial wellness initiatives,

fundraising efforts, and community engagement activities. Assist with

employee onboarding and other department initiatives as needed.

***** OTHER EXPERIENCE AND QUALIFICATIONS: Minimum one year of

experience with financial wellness education and events. Associate's

Degree In Business, Communication, Or Education Required. Additional

experience in lieu of degree may be considered. Bilingual Spanish or

Hmong skills are preferred to support financial education and outreach

efforts within our communities.