Top Financial Analysis Executive plans and directs all aspects of an organization's financial analysis projects and statistical studies. Evaluates organizational projects or plans to determine financial impact. Being a Top Financial Analysis Executive identifies short term and long term business plans conducting with standard financial policies and regulated procedures. Ensures projects or departments are working towards achievement of the organization's financial goals. Additionally, Top Financial Analysis Executive requires a bachelor's degree. Typically reports to an Executive. The Top Financial Analysis Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Description
Job Title: Financial Wellness Specialist
Department: Marketing
Reports to: Financial Wellness Specialist Manager
Hours per Week: 40 hrs./week Salary Exempt
Remote Job Opportunity: This position may be eligible for a Flexible Hybrid Capacity and does require some travel within the footprint of Financial Plus Credit Union and Wanigas Credit Union, a Division of Financial Plus Credit Union
Company Summary
Welcome to Financial Plus Credit Union (FPCU) – 'The Place where it’s Possible.'
At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact.
Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU – where you aren’t just making a living, but joining a PLACE where you can REACH your goals.
Position Summary
The Financial Wellness Specialist works with the organization to execute banking strategies and objectives to attract, retain and grow relationships with in and out of the Credit Union. Fulfill clients financial needs, collaborates and develops a presence within the community footprint of the organization amongst schools and other public entities in the ideation of growing the organizations membership, educating the member(s), and spreading awareness of finances.
Essential Functions & Primary Responsibilities
Requirements
Education & Qualifications
Skills and Abilities
Physical Demands & Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job Description is not a complete statement of all duties and responsibilities comprising this position.
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