Community Financial Wellness Partner

Overview

Reporting to the SVP, Retail Sales, the Community Financial Wellness Partner (Partner) leads St.

Mary’s Bank’s financial literacy and wellness strategy across the community, employer partnerships, branches, business development, and employee programs.

The role delivers practical education that builds financial confidence while supporting the Bank’s goals for membership growth, deeper relationships, and community impact.

As a public-facing financial education expert and relationship builder, the Partner develops partnerships with colleges, workforce programs, employers, schools, nonprofits, and community organizations.

The Partner also creates wellness programming for business members and their employees and works with branch teams and Business Development Officers to support outreach, deepen relationships, and connect participants to appropriate St.

Mary’s Bank solutions.

The role also partners with Human Resources on employee financial wellness.

All programming must be educational, unbiased, compliant, and aligned with the credit union mission of people helping people.

Key Responsibilities

Community Financial Education

• Design and deliver workshops and presentations on budgeting, saving, credit, debt, student loans, banking basics, fraud prevention, first-time homebuying, and major life events.

• Build and manage partnerships with colleges, high schools, workforce development and job-training programs, adult education providers, refugee and new-American organizations, and nonprofits.

• Create programs for college students, including first-year money orientations, credit building, student-loan repayment, and financial readiness for graduating seniors.

• Represent St.

Mary’s Bank at community events, resource fairs, financial reality fairs, and partner programs.

• Train and coordinate employee volunteers for financial education and outreach events.

• Tailor content for low-to-moderate-income, young adult, underbanked, and workforce audiences through in-person, virtual, and self-paced formats.

Workplace Financial Wellness for Business Members

• Develop and manage a turnkey workplace financial wellness program that business members can offer their employees as a benefit.

• Deliver lunch-and-learns, webinars, benefits fairs, and one-on-one financial check-ins for employer partners.

• Partner with Business Development Officers, Member Experience Managers, branch teams, retail sales, and member-development partners to identify employer opportunities, onboard new business members, support outreach, and deepen relationships.

• Work with employer partners, branches, and Business Development Officers to select relevant topics, such as budgeting, credit, fraud prevention, homebuying, savings, and banking basics, and schedule sessions.

• Track and report on employer participation, employee engagement, referrals, memberships, relationship outcomes, and community impact, with regular updates to inter...