Program Manager - Financial Wellness

GENERAL SUMMARY:

The Program Manager - Financial Wellness is responsible for designing, implementing, and administering Vantage West's Financial Wellness Program. Primary responsibilities include managing the operation of the Financial Coaching Program and serving as main point of contact and subject matter expert of the credit union's Financial Wellness Program. This includes collaborating with departments to create a Financial Wellness culture, integrating concepts and content into credit union products and services, and leading community outreach efforts for the Financial Wellness Program.

This role is eligible for a language stipend of $200/monthly after 90 days of employment.

Salary range is $71,805.29-$94,244.45. Job Grade, EX 14. Final salary is dependent on candidate's experience and qualifications.

QUALIFICATIONS:

Minimum Education & Experience Requirements:

• Bachelor's Degree in Business, Economics, Education, Psychology, or a related field or equivalent experience
• Four years of experience in a variety of roles including program management, curriculum design, financial coaching, innovation, and project management.

Minimum Knowledge & Skill Requirements:

• Knowledge of Financial Wellness and/or Literacy Programs
• Knowledge of community-based organizations and nonprofit organizations. Contacts within Arizona are a plus
• Knowledge of Behavioral Economics
• Knowledge of Curriculum Design
• Program Management Experience
• Project Management Experience

COMPETENCIES:

• Decision Quality
• Project Management
• Data Analysis
• Written and Verbal Communication
• Innovation Management
• Dealing with Ambiguity
• Business Acumen

WORKING CONDITIONS/ENVIRONMENT:

This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. Driving and participating in community events, community partner meetings and outreach, including onsite appointments.

OTHER REQUIREMENTS:

Must comply with all aspects of the Bank Secrecy Act (BSA).

MAJOR ACCOUNTABILITIES AND TASKS:

1. Design, implement, and administer Vantage West's Financial Wellness Program with a focus on outreach and outcomes.
2. Manage the daily operations of the Financial Coaching Program, ensuring standardization and consistent delivery of services to the Membership and the community
3. Partner with the Training Department to provide training and resources so they can provide effective 1:1 coaching and deliver key financial wellness topics to our Members in a group or workshop setting
4. Serve as a key point of contact for Vantage West coaches, providing regular communication, facilitation of learning opportunities, and guidance on program goals. Foster a collaborative team environment that emphasizes continuous learning and improvement
5. Plan, promote, and deliver community outreach and education events for Financial Wellness Program that cover key topics of financial literacy, through in-person or virtual channels. This includes coordinating and extending branch services to community partners through onsite account opening services, group education sessions, and 1:1 coaching
6. Collaborate with other departments to integrate Financial Wellness content and concepts into deposit and loan products, third-party services, and in-branch and remote channels and experiences
7. Serve as point of contact and subject matter expert for Financial Wellness program, providing exceptional service to and sharing relevant insights with internal clients, community organizations, and Members
8. Develop and manage strategic partnerships with third-party organizations (e.g., academia, non-profits, industry groups, vendors, community organizations, and government agencies) to deliver impactful Financial Wellness content, generate qualified membership leads, and enhance Vantage West's Financial Wellness Program
9. Set metrics to monitor and highlight the credit union's impact through financial wellness initiatives for Members, the community, and other stakeholders. Provide reporting to department leadership and collaborators to measure outcomes, make program improvements, and other informed decisions that advance the Financial Wellness Program and related community impact objectives of the credit union
10. As applicable to the Financial Wellness Program, maintain compliance with company policies and credit union laws and regulations
11. Coordinate and represent the Financial Wellness Program at community events and internal trainings, while managing scheduling and fostering partnerships through active participation in workshops and networking functions
12. Support credit union grant compliance and related data requests. This includes Community Development Financial Institution (CDFI) certification for Vantage West, as well as support for external-facing community grant awards like Federal Home Loan Bank San Francisco (FHLB) programs
13. Participate in the community impact committee. Evaluate donation and sponsorship requests for alignment with community impact pillars and the overall strategic direction of the credit union
14. Perform other duties as assigned

About Us:

At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.

Benefits And Perks:

* Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).

* Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.

* Retirement Savings - Generous 401k Plan.

* Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.

* Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree.

Equal Opportunity Employer Veterans Disabled