Part Time Financial Wellness Educator
Job Type

Are you searching for an opportunity to make a real impact, experience professional growth, and become a respected member of one of the 200 Healthiest Credit Unions in the nation?


Cardinal Credit Union was selected by The Cleveland Plain Dealer as a Top Workplaces and one of the Best Workplaces in Ohio.

Here at Cardinal, we believe in creating a strong culture that encourages and supports teamwork, integrity, mutual respect, and accountability, our core values. Our goal is to provide an inclusive, collaborative, and engaging workplace where staff is challenged to do their best. Cardinal strives to create a culture supporting ideas and innovation and offers various opportunities for both personal growth and professional development. An intensive management training program is the cornerstone of our strategic growth plan: it instructs teammates to seek unique solutions for financial challenges; invigorates collaboration and teamwork, causing staff to think outside the box. This creativity ultimately enhances the lives of families in our service communities, which in turn serves as an economic stimulus for Ohio residents.


This is a part time position, responsible for all aspects in teaching at our partnered Mentor High School; providing and revising material, revising presentations/games, engaging students, coordinating with teachers and principal, and supervising all items related to the learning curriculum. Assisting students and potential students with their Credit Union needs; explains services, sets up new accounts, respond to any issues that may arise. Directing the daily operations of our student branches. 

Major Duties and Responsibilities:

Responsible for all aspects in teaching; providing and revising material, revising presentations/games, engaging students, coordinating with teachers and principals, and supervising all items related to the learning curriculum.

Assists students with opening and closing accounts, answers questions/products, and services and resolves problems that are within their authority to resolve. Refers issues that are beyond their authority to their supervisor, along with their recommendations. Identifies cross sell opportunities and cross sells services to students.

Develop, implement, and maintain operational procedures to maximize efficiency and quality of work and to provide consistent quality service to members.

Prepare, implement, and supervise the budget for the student branches that is consistent with the overall strategic plan and budget of the credit union.

Create marketing and public relations concepts specific to the student branches. Track and evaluate the results of the programs. Update or change as appropriate to ensure effectiveness.

Ensure adequate equipment supplies and working space is available. Manage and recommend the purchase of equipment and supplies.

Maintains student account information on computer system, assuring that appropriate records are maintained and required reports are prepared. Performs other related duties as assigned.



To provide professional, prompt, courteous, friendly, accurate and timely service to all students.

To process student transactions with zero errors.

To develop and improve knowledge and skills in all areas necessary to keep the branch running smoothly.

To meet/exceed sales and service goals.

To maintain a professional work environment and businesslike appearance.

To maintain a dependable record of attendance and timeliness.

To troubleshoot and resolve student and internal inquiries in a timely, friendly and accurate manner.

Knowledge and Skills:


Up to six months of similar or related experience.


College Degree

Interpersonal Skills

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.

Cardinal Credit Union is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment.


We are a non-smoking work environment.