CO Financial Well Being Specialist at Meritrust Credit Union

We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.

  When you join the Meritrust team, your benefits will include:

• Comprehensive medical insurance plan
• Dental and vision insurance
• Generous paid-time-off
• 12 paid holidays
• Annual bonus (based off of annual results/scorecard each year)
• 401(k) plan
• Wellness program
• Tuition assistance
• Employee loan discount
• Employee Assistance Program (EAP)
• Life and disability coverage
  
  

What sets working for Meritrust apart?

• Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
• Supportive and engaging work environment.
• A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
• A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.
• Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.
  
  

This is a full-time position working 40 hours a week, Monday-Friday 8:00am - 5:00pm.

Position Description

The Financial Well-being Specialist/Coach is responsible for providing expert guidance, support, and education to individuals or groups on managing personal finances, improving financial literacy, and achieving long-term financial goals. This role focuses on empowering clients to take control of their financial health through coaching sessions, workshops, resources, and ongoing support.

This role also works to develop and maintain relationships with community organizations to gain knowledge and understanding of their financial educational needs, prepare and deliver programs to support those needs. The position plays a key role in developing strategic growth initiatives of the financial wellbeing and education program within our communities.

Essential Functions

• Financial Coaching: Provide one-on-one or group coaching sessions to individuals seeking advice on budgeting, saving, investing, debt management and financial planning. Provide guidance through financial decisions and help them understand the implications of their choices.
• Education & Workshops: Support the delivery of workshops, webinars, and presentations on financial literacy topics such as budgeting, how credit works, establishing/maintaining credit, debt reduction, financial goal setting, developing savings plans.
• Assess Financial Health: Work with clients to assess their current financial situation, identify goals, and create personalized financial plans tailored to their needs. Evaluate clients’ financial situations by reviewing their financial documents, i.e. tax returns, accounts/statements and credit reports.
• Provide Resources: Recommend tools, resources, and strategies to help clients improve their financial behaviors, including budgeting software or spreadsheets, savings strategies and debt repayment techniques.
• Goal Setting & Action Plans: Understand clients’ financial goals and aspirations. Assist clients in setting achievable goals and create tailored action plans and strategies to improve their financial well-being.
• Ongoing Support: Offer continuous support through follow-up sessions, ensuring clients stay on track with their financial goals and make necessary adjustments to their plans. Monitor clients’ progress towards their financial goals and assist them in overcoming financial challenges and roadblocks.
• Confidentiality & Ethics: Maintain a high level of professionalism, confidentiality, and ethical standards when handling clients’ personal financial information.
• Stay Current: Keep up to date with the latest financial trends, products, and regulatory changes to provide accurate and relevant guidance
  
  

Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered.

You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply! 

  Thank you for your interest in Meritrust Credit Union.