We are looking for a Financial Wellness Manager!

• Do you have leadership experience in a finacial setting?
• Have you coached and developed your team?
• Do you like to collaborate on new creative ideas?

If so, we would like to invite you to consider a career at American 1 Credit Union. Below are more details before you decide to apply:

• Position: Financial Wellness Manager 
• Location: On-site in Jackson, MI
• Starting Salary: $76,485 (The starting salary for this position will be competitive and aligned with industry standards. It will be determined based on the candidate's qualifications, skills, and relevant experience.)
• Additional Considerations: In addition to the base salary, we offer a comprehensive benefits package that includes health insurance, retirement plans, and performance-based bonuses.
• Benefits start on day one: Health, Dental, Vision, and Responsible Time Off
• All offers of employment are contingent upon background checks. 

The Financial Wellness Manager advances the credit union’s growth through strong community presence and partnerships. They oversee day-to-day operations in all financial wellness-focused areas, including school program development, partner company development, small business, and financial wellness programs. The Financial Wellness Manager is the organization’s financial wellness champion dedicated to working with the VP Communications to create and sustain a culture that is filled with people who are Focused, Engaged, Trustworthy, Humbly Confident, and driven to Achieve. The Financial Wellness Manager works collaboratively with all teams to ensure our team is optimally engaged in the community and fulfilled in their work; as a result, the member experience is superior, and goals are achieved.

Essential Job Functions

• Focus on Purpose: Focused on the credit union's purpose of creating financial wellness in our community through everyday banking.

• Lead, Manage, and Accountability (LMA): Leads and develops the Financial Wellness team through clear expectations, coaching, accountability, and performance management. Creates an environment where team members are engaged, empowered, and aligned with organizational goals while ensuring the right people are in the right roles. 

• Develop and Lead Financial Wellness Program Strategy and Execution: Develops, implements, and continuously enhances the credit union's financial wellness strategy, programs, and initiatives. Ensures programs align with organizational objectives, member needs, and the credit union's purpose of creating financial wellness through everyday banking. 

• Develop and Lead Strategy for Community, School, and Employer Partnerships: Establishes and strengthens relationships with schools, employer groups, municipalities, nonprofit organizations, and community partners. Identifies opportunities to expand the credit union's presence, deliver financial education, and increase member engagement through meaningful partnerships.

• Drive Financial Wellness Outcomes and Member Impact: Champions initiatives that improve financial wellness outcomes for members and the community. Measures program effectiveness, identifies opportunities for growth, and ensures programs deliver meaningful value while supporting membership, lending, and community engagement goals.

• Department Performance and Strategic Scorecard Ownership: Oversees departmental performance through strategic planning, reporting, budgeting, and scorecard management. Monitors key performance indicators, evaluates progress toward goals, and makes recommendations to improve results, operational effectiveness, and program impact.

• Employee Culture: Committed to building and supporting an engaging and inclusive culture for all. 

• Core Process, Policy, and Procedure Review: Assures the Financial Wellness team is following all processes, policies, and procedures. 

Competencies Required

• People Focused and Strong Communication: Empathetically seek understanding of what members and employees require and expect and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.

• Achiever, Initiative and Goal Driven: The employee drives for results and success, is committed to their job, sets high standards of performance, pursues aggressive goals, and works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership. Apply new ways of thinking; create new ideas. Plans work and carries out tasks without detailed instructions; makes constructive suggestions; prepares for problems or opportunities in advance; undertakes additional responsibilities; responds to situations as they arise with minimal supervision; creates novel solutions to problems.

• Focused, Decision Making and Problem Solving: Has a strong sense of urgency about proactively solving problems and getting work done; gain support by collaborating effectively for ideas, proposals, projects and solutions, take initiative; make and/or facilitate decisions considering impact on others and/or the credit union; reach sound decisions and exercises good judgment based on balanced consideration of facts, priorities, and alternatives; make decisions in agreed upon time frame; take initiative to identify and resolve problems; demonstrate ability to examine existing problems/issues in new ways.

• Leadership, Management and Accountability: Demonstrate institutional responsibility, administrative skill, as well as a commitment to and a vision for public service; ability to achieve positive outcomes by encouraging, supporting, coaching, developing and mentoring others. Committed to leading the company by strategically thinking about the business and managing effectively by working in the business.

• Engaged and Collaborative: The capacity to create an achievable vision for the future by engaging and collaborating with VP of Marketing and Community Partnership and the community partnership team, to foresee longer-term developments, to envision options (and their probable consequences), to select sound courses of action, to rise above the day-to-day detail, to challenge the status quo.

• Trustworthy, Reliability and Confidentiality: Personally responsible; completes work in a timely, consistent manner; works hours necessary to complete assigned work; is regularly present and punctual; arrives prepared for work; is committed to doing the best job possible; keeps commitments. Able to keep all information obtained confidential including member, employee, and credit union information. Ensures core processes, policies, and procedures are followed.

Key Accountability Items: 

· Lead, Manage, Accountability

· Develop and Oversee Internal and External Financial Wellness Program

· Develop and Oversee Partner Company and School Relationships

· Small Business Financial Expert and Program Development 

· Department Scorecard 

Requirements:

· Bachelor’s degree preferred 

· Minimum 5 years at a management level and demonstrated strong leadership and communication skills

· Proficient understanding of strategic planning and product/service development

The Ideal Candidate:

· Excellent verbal and written communication skills

· Working knowledge of PC applications such as Microsoft Office

· Ability to work independently or as a collaborative member of a team

· Ability to direct other team members and coach others 

· Knowledge of credit union products, services, policies, core processes and procedures

· Ability to provide supervisory leadership of professional- and intermediate-level staff

· Demonstrated member-focused strategy skills

· Demonstrated skill in gathering, reporting, and summarizing trends in data

· Ability to express oneself clearly and articulately both orally and in writing

· Ability to make decisions and take initiative in problem resolution

· Ability to exercise tact and responsibility with handling confidential information

· Ability to create and deliver effective presentations

NOTE:  The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.