Financial Outreach Manager

Full Time
Baton Rouge, LA 70816
Posted
Job description

We are offering a $1,200 SIGNING BONUS to the selected candidate!

The role of the Financial Outreach Manager will be responsible for identifying, designing and championing strategic community partnerships that will position the credit union to be our member’s financial partner for life. Pelican is seeking a compassionate leader who is driven and motivated to help others obtain financial stability through member education and community partnerships. The successful candidate must be highly organized, detail oriented, flexible and open to change. You will lead a team, manage projects and develop strategies to assist your team in achieving and exceeding performance indicators and organizational goals. Submit monthly reporting and manage grant data collections.

A DAY IN THE LIFE OF A FINANCIAL OUTREACH MANAGER INCLUDES:

  • Identify, design, and champion strategic community partnerships that position the credit union as members' financial partner for life.
  • Spearhead the growth and development of financial education material and training modules for financial literacy program.
  • Build internal awareness of Financial Outreach program including function and benefit to members.
  • Manage the team by traveling statewide and attending events after hours or on weekends.
  • Supervise staff and manage all projects, tasks, and strategies to achieve team performance indicators and organizational goals.

FINANCIAL OUTREACH MANAGER SKILLS AND QUALIFICATIONS INCLUDES:

  • Bachelor's Degree in Social Work, Human Services, Education, Communications, Financial Planning or a related field.

o. Additional experience may be considered in lieu of education.

  • 5 years of experience in credit counseling, financial education, community outreach, or lending.
  • Excellent oral, written, and telephone communication skills.
  • Strong problem-solving, attention to detail, and member service skills.
  • Proficiency in Microsoft Office products, especially Excel.

OTHER THINGS YOU MAY WANT TO KNOW ABOUT THIS POSITION:

  • Work Schedule

o. Monday – Friday
8:00 am – 5:00 pm

  • Travel

p. Travel is necessary for this position and milage reimbursement is available for those who qualify.

  • Work Site Location

q. All work will be performed at our beautiful Corporate Campus located at 2675 O’Neal Lane in Baton Rouge, LA.

WHY SHOULD YOU JOIN THE PELICAN TEAM?
Since 1956, Pelican State Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 68,000 members nationwide. Because of our continued growth, Pelican State Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.
Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skillsets. We believe that our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.
Our full-time employees enjoy amazing benefits including:

  • Medical, Dental, and Vision Insurances with generous employer premium contributions
  • Health Savings Account with employer contributions for eligible employees
  • Employer-Paid Group Life Insurance
  • Voluntary Dependent Life Insurance
  • Retiree insurance for eligible employees
  • Paid Vacation & Sick Leave
  • 15 Paid Holidays, including a Cultural Floating Holiday
  • 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5%
  • Paid Time Off to volunteer with approved non-profits and charities
  • Tuition Reimbursement Program

Pelican State Credit Union is an Equal Opportunity Employer and a drug-free workplace. All locations are tobacco-free facilities.

Job Type: Full-time

Pay: $54,285.32 - $67,856.65 per year

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