Financial Wellbeing Lead

As a Financial Well-Being Lead you will play a key role in shaping how Ent empowers members and communities to improve their financial lives. Working closely with the Financial Well-Being leadership team this position is project-based and adaptive helping drive innovation and effectiveness in both education and coaching initiatives. Youll bridge program evaluation curriculum design and training facilitation to ensure our offerings are impactful engaging and scalable. This role will also help expand virtual programming and offerings across financial well-being bridging gaps across our expanded footprint and increasing access for rural communities. Through this work youll equip coaches educators and community partners to deliver transformative programs empowering the people and communities we serve to create pathways to financial freedom and flexibility.

Essential Functions

• Program Evaluation & Innovation: Assess program effectiveness efficiency and impact using data feedback and market insights. Identify and recommend opportunities for innovation and improvement in curriculum delivery methods and support processes. Partner with leadership to implement changes that enhance program reach accessibility and outcomes.
• Learning Design & Delivery: Design develop and deliver financial coaching training and community education curriculum. Facilitate classes workshops and learning sessions for both coaches and community audiences. Ensure learning experiences are engaging outcomes-driven and aligned with Ents financial well-being strategy.
• Cross-Market Support & Collaboration: Collaborate with financial coaches educators and leaders across Colorado and expansion markets to understand diverse program needs. Provide consultative support resources and training tools to strengthen program consistency and scalability. Build strong relationships across departments ensuring alignment with organizational priorities and responsiveness to emerging needs. Maintain ongoing contact and follow-up with financial coaches to support continued learning and program effectiveness.
• Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures and regulations pertaining to the Bank Secrecy Act.

Qualifications :

Minimum Formal Qualifications for this Position

• Bachelors Degree in Education Marketing Communications Finance Business Management or another related field of study.
• REQUIRED: 2 Years experience in financial services marketing and / or education.
• PREFERRED: 1 Year experience in public speaking training and / or educating. preferred

Technical or Specialized Knowledge/Skills:

• Public speaking and facilitation skills.
• Ability to adapt and be flexible
• Collaboration skills.
• Relationship-building skills.
• Time management skills.
• Knowledge of the financial wellness industry and its trends.
• Ability to manage multiple and diverse projects.
• Ability to lead and motivate a team of volunteers.
• Writing and proofreading skills.
• Virtual Learning Design and Facilitation.
• Knowledge of Curriculum Development.
• Skilled in Program Evaluation and Improvement via data analysis feedback and research.
• Ability to work both independently and collaboratively.
• Knowledge of inclusive facilitation and content design techniques.

Certifications Required:

• Financial Counseling Certification Program (FiCEP/CCUFC) within 180 Days required

Environmental Physical and Psychological Requirements

• Standing - Occasionally
• Walking - Occasionally
• Sitting - Frequently
• Lifting - Rarely (40 Lbs)
• Carrying - Rarely
• Pushing - Rarely
• Pulling - Rarely
• Balancing - Rarely
• Stooping - Rarely
• Kneeling - Rarely
• Crouching - Rarely
• Crawling - Rarely
• Reaching - Occasionally
• Handling - Occasionally
• Grasping - Occasionally
• Feeling - Occasionally
• Talking - Frequently
• Hearing - Frequently
• Repetitive Motions - Frequently
• Eye/Hand/Foot Coordination - Occasionally
• Noises louder than normal speaking volume - Occasionally
• Temperature Changes - Rarely
• Atmospheric Conditions - Rarely

Additional Information :

The pay range for this position is: $30.24 to $33.39 per Hour (S14)

Final compensation for this position will be determined by various factors such as relevant work experience specific skills and competencies education certifications and internal pay equity.

This position is eligible for our corporate bonus program based on company performance.

Benefits Summary Sheet

At Ent Credit Union we offer a comprehensive benefits package including:
 

• Health Benefits: Affordable insurance 24/7 doctor access and a nationwide provider network.
• 401(k): 3% automatic contribution after three months plus up to 6% matching.
• Paid Time Off: During your first year enjoy 16 days of paid time off (PTO) plus 9 paid holidays. And it grows from there.
• Volunteer Time Off: Paid time off to give back to the community.
• Education Support: Up to $10000 annually for higher education and assistance for certifications.
• Exclusive Discounts: Significant savings on home car and personal loans.
  
  For more information about our outstanding benefits please visit our careers page at anticipate this position to close on 10/30/2025. Please submit your application at your earliest convenience to be considered.
  
  Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
  
  The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)
   

Remote Work :

No

Employment Type :

Full-time