Financial Wellness Officer - Harpursville, NY

About Us

We're in the business of people helping people and you can help us change lives just by working here. Whether it's helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time - you have an impact on their lives just by working here, no matter what your position may be.

Work with us - and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like...

• Pension Plan, 401k Plan, and 401k matching contributions
• Excellent health benefits
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• More than ten paid holidays per year
• Wellness program
• Tuition reimbursement
• Student loan repayment
• Employee recognition program
• Educational incentives
  ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position: Financial Wellness Officer

Position Type: Full-Time. Regular shifts include Monday to Friday 7:30AM - 4:00PM.

Compensation Range: $65,000/yr. -$90,00/yr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Position is on-site at our Harpursville In-School Branch located at 54 Main St in Harpursville, NY.

Responsibilities/Duties:

• Act as the primary liaison, within your region, to coordinate and present financial literacy education and membership drives at academic institutions, nonprofit partners, business partners, and other venues as needed.
• Act as a liaison for Life is a Reality events across all regions and provide support to colleagues within the department for other financial literacy events, expos, etc. as needed in their respective regions.
• Acts as liaison providing a channel of communication between organizations and the credit union.
• Educate our members on the benefits of ZOGO for their budgeting, FICO score and other financial wellness solutions in a gamification application.
• Build top-of-mind awareness of the credit union and present products and services through phone calls and in-person visits, while fostering a relationship and increasing business.
• Research all communities/regions we serve for networking opportunities to build relationships with businesses and organizations.
• Utilize and leverage a book of business for existing and potential member/business growth.
• Participate in events to build branding and awareness of Visions products and service within each community.
• Build, manage, and maintain a portfolio of schools, businesses, and community partners with whom we provide financial literacy education.
• Collaborate with other internal departments, and act as a resource to help ensure the financial success of our members and employees.
• Act as a liaison between the branches and the Financial Wellness department to assist with business development, business services, and financial wellness initiatives to all membership.
• Provide departmental back-up coverage as needed.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization's values.

Minimum Qualifications & Experience:

• Bachelor's degree and 1-3 years of experience with financial literacy, business development, education, and public speaking; 4-6 years of experience may be substituted in lieu of degree.
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience:

• Preference for bi-lingual Spanish fluency preferred due to members and community served.

We're more than banking. You can be, too. #ClaimYourSeat