Summary
About CommunityAmerica Credit Union
At CommunityAmerica, our mission is simple: to guide our Members and communities on a path to thrive, helping them achieve financial peace of mind and confidently pursue financial freedom. We''re more than a credit union, we''re trusted financial partners, committed to personalized guidance, community impact, and member-centric innovation. Joining CommunityAmerica means becoming part of an award-winning, purpose-driven culture build on collarboration, growth, and service excellence. We invest in our employees'' growth and success, just as we do for our Members.
Duties & Responsibilities
As a Financial Well-Being Manager, you''ll empower Members to achieve financial peace of mind by providing personalized coaching, financial education, and tailored solutions that support their unique goals. You''ll serve as a trusted partner throughout their financial journey while helping advance CommunityAmerica''s mission of people helping people through:
- Personalized Financial Coaching & Member Life Planning - Provide one-on-one financial coaching and develop customized Member Life Plans that help Members navigate life''s financial opportunities and challenges. Deliver proactive guidance that reduces financial stress and supports long-term financial success.
- Financial Education Leadership - Lead engaging workshops, webinars, and in-branch educational experiences that strengthen financial literacy, empower Members, and support branch teams in delivering meaningful financial guidance.
- Holistic Financial Solutions - Help Members take action toward their goals by connecting them with the right products, services, tools, and resources. Support account openings, lending solutions, and financial strategies tailored to individual needs.
- Cross-Functional Collaboration - Partner with Mortgage, Wealth Management, Commercial Services, and other internal teams to deliver seamless, comprehensive financial solutions and an exceptional Member experience.
- Member Advocacy & Service Excellence - Champion solutions, technology, and processes that enhance financial well-being, simplify banking, and improve the Member experience across all channels.
- Risk & Fraud Awareness - Identify potential fraud and risk indicators, helping protect Members and the credit union while maintaining operational excellence and regulatory compliance.
- Professional Growth & Team Collaboration - Maintain advanced financial knowledge and certifications while sharing best practices, supporting colleagues, and contributing to a collaborative, high-performing culture.
Requirements
What You''ll Bring
- Bachelor''s degree or equivalent financial services experience required.
- 5+ years of professional experience in banking, financial services, wealth management, or a related field required.
- Completion of the CUNA Financial Counseling Certification Program (FiCEP) and CommunityAmerica Financial Well-Being Coach Training Program upon hire.
- Strong financial coaching, relationship-building, and consultative communication skills.
- Knowledge of budgeting, credit, debt management, lending, and long-term financial planning strategies.
- Ability to analyze Member needs and recommend personalized financial solutions.
- Strong problem-solving, organizational, and time management skills.
- High level of confidentiality, professionalism, and integrity.
- Ability to thrive in a fast-paced, collaborative environment while adapting to changing priorities.
- Passion for helping others achieve financial well-being and creating meaningful Member relationships.