Financial Wellbeing Program Manager

Pay Range: Band B - MRP 9

More Than A Job

Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.

Benefits Include:

• Financial wellbeing services
• 401(K) matching with up to 5% match
• Reduced health insurance
• Employee wellbeing services
• DE&I initiatives
• Work-life integration

Job Summary

Effectively manages Lake Trust’s Financial Wellbeing Program. Leverages key insights from a multitude of member feedback methods and partners with leaders across the Credit Union to improve members’ overall experiences. Cultivates a strong partnership with vendor partners to manage program development, implementation, and analysis. Utilizes strong communication skills and cross-functional coordination to proactively work with business stakeholders to drive sustainable member engagement and wellbeing through the creation of new processes, enhancement of existing processes, and enablement of robust reporting

What you’ll do

• Manages and contributes to the development and execution of a comprehensive Member Wellbeing Strategy focused on key outcomes, including increased member engagement through the lens of financial wellbeing.
• Develop and execute a roadmap including program progression and socialization, reporting, financial wellbeing management (admin/analytics/reporting) platform, and integration of concepts into all aspects of Lake Trust business.
• Act as a champion for the Financial Wellbeing Program, subject matter expert, and primary point of contact for leaders across the organization.
• Establish and foster cross-functional relationships with appropriate stakeholders across different departments/groups to ensure the FWB Program is fully aligned across the organization.
• Continually monitor and identify insights and key drivers of both negative and positive member experiences based on analysis of surveys and other quantitative and qualitative feedback sources.

What you’ll bring

• Bachelor’s degree, preferably in marketing, economics, or a research/business related field is required.
• 3 - 5 years of progressive responsibility for Customer/Member Experience program methodologies.
• Experience in the financial services industry, including familiarity with loan and deposit products, is preferred.
• Experience managing in-depth analytics including combining survey research with transactional data to perform analysis.
• Proficient in analyzing data, reaching conclusions, and making relevant recommendations.

What you’ll get

We know that pay and benefits are important. And, we’ve really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you’ll enjoy:

• Working with an energetic team focused on making our members wildly successful
• An opportunity to work with others that have your back every step of the way
• Opportunities to make a difference both inside and outside of our walls
• Being treated like you are more than the work you do
• Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.