Job Description

Job Description

Job Description

Salary: $25.48-$30.24 Hourly PBOE

Financial Wellness Advocate
Location: Ingersoll Rand Federal Credit Union
Reports to: Chief Marketing Officer
Status: Full-Time, Salaried

Position Summary

The Financial Wellness Advocate serves as the driving force behind IRFCUs mission to
enhance financial wellbeing across all ages within the communities we serve. This
individual will design, promote, and deliver financial education programs to youth, adults,
and community partners while serving as a trusted resource for financial guidance and
empowerment. The role combines outreach, education, and personal connection to help
community members develop the confidence and knowledge to make informed financial
decisions.

Key Responsibilities

Financial Education & Counseling
Deliver engaging financial literacy presentations and workshops to schools,
community groups, and businesses.
Tailor content to various audienceselementary through adult learnersto ensure
accessibility and relevance.
Become a Certified Financial Counselor (if not already certified) within six months
of hire and use that certification to assist members with personal financial
challenges and goals.
Provide one-on-one financial counseling sessions for members seeking budgeting,
credit, or debt management assistance.
Develop and maintain educational materials, online resources, and tools that
support financial wellness.

Community Outreach & Relationship Building

Build and maintain strong relationships with local schools, community
organizations, and employers to promote financial education opportunities.
Represent IRFCU at community events, fairs, and seminars as a knowledgeable and
approachable financial wellness ambassador.
Collaborate with the Marketing Department to promote workshops, seminars, and
educational resources.
Identify and develop new community partnerships that align with IRFCUs mission
and values.

Program Development & Reporting

Planning, organizing, and evaluating the effectiveness of financial literacy
programs.
Track participation, outcomes, and feedback to measure success and identify
opportunities for improvement.
Work with internal teams to align financial education initiatives with IRFCUs
products, services, and member needs.
Support youth initiatives such as Reality Fairs, student branch programs, and
classroom partnerships.

Qualifications
Associates or Bachelors degree in Finance, Education, Communications, or a
related field preferred.
Previous experience in financial education, counseling, or community outreach
strongly preferred.
Strong public speaking and presentation skills, with the ability to adapt messaging
for diverse audiences.
Exceptional interpersonal skillsable to build trust, connect with people, and
represent IRFCU professionally in the community.
Self-motivated, organized, and capable of managing multiple community and
education initiatives simultaneously.
Commitment to achieving and maintaining Certified Financial Counselor status
(training provided by IRFCU).
Working knowledge of credit unions, personal finance, and budgeting concepts
preferred.

Performance Expectations

Achieve financial counseling certification within six months.
Conduct multiple community education sessions per quarter.
Maintain active partnerships with local schools, businesses, and organizations.
Track and report all outreach, attendance, and educational outcomes to the CMO
regularly.
Demonstrate professionalism and enthusiasm in representing IRFCU at all events
and engagements.

About IRFCU

At Ingersoll Rand Federal Credit Union, we believe in empowering our members and
communities to achieve lasting financial wellbeing. Through innovative products,
community investment, and meaningful education, we strive to be more than a financial
institutionwere a trusted partner in our members financial journeys.

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